Jade Fiduciary Management Services
Coordinating Services for Quality of Life
We assist clients in coordinating services and resources that can improve quality of life & facilitate conversations with investment strategists to align objectives with the client’s short and long-term needs. Using a holistic approach, we will participate in planning conversations with individuals and families who are concerned about how the needs of their loved ones will be met in the future.
ABOUT
A little about myself (professional and personal). I began my financial services career, in retail banking, with Wells Fargo Bank, NA in 2003. In 2006, I joined the Special Needs Trust Services segment of the Wealth Management family. I have worked directly with individuals living with diverse abilities along with their family, support system, and other advisors. I became part of a relationship team for
clients who are the beneficiaries of first party Special Needs Trusts (SNTs), third party SNTs, and settlement protection trusts.
In 2024, the decision was made to take some time off to spend with the family. After a well-
deserved sabbatical, I made the decision to pursue the career that had inspired me in working with these families and begin my own pathway, my own firm - Jade Fiduciary Management Services.
OUR SERVICES
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First party SNTs (court ordered/non-court supervised)
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Settlement Trusts
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Conservatorships (individual/estate)
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Guardianships (individual/estate)
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Agent under Healthcare Directive
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Power of attorney
EDUCATION
I bring a unique expertise and a shared commitment to delivering exceptional fiduciary services. I am a CA native and in 2003, received my Bachelor of Arts in Political Science with an emphasis in International Relations and a Minor in Spanish, from the University of California - Santa Barbara. I am a graduate of Pepperdine University, Malibu - Cannon Financial Institute. I am a member of the Professional Fiduciary Association of California and a National Certified Guardian from the Center of Guardianship. I am also fluent in Spanish.
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KEY ACHIEVEMENTS
Get in touch with us to learn more about how Jade Fiduciary Management can support your financial and personal objectives. We look forward to hearing from you.