Throughout my 20-year career in the healthcare and business sectors, I have managed over $40 million in assets, specializing in the financial administration and long-term planning necessary to protect a legacy.
But managing a person's financial and personal affairs requires more than just business acumen and technical skill — it requires a trusted steward.
I founded Marin Professional Fiduciary to support individuals and families through complex life transitions with confidence and security. I recognize the profound responsibility of managing another's personal and financial affairs. I approach every engagement with the highest standards of integrity, discretion, and professionalism.