Welcome to

Comfort Fiduciary

About Me

With over 15 years of diverse business experience, I bring a relationship-driven, results-oriented approach to every role. My work is deeply rooted in the values of humility, integrity, helping others, and maintaining a sense of humor along the way.

In 2023, I transitioned into Professional Fiduciary services after answering a call for help from an elderly neighbor. A self-described "elder orphan," he had no family or friends to assist with his care or execute his trust. While supporting him with daily tasks and navigating his needs, I was introduced to the impactful world of fiduciaries—a field I felt immediately drawn to.

Motivated by this experience, I dedicated 18 months to studying, networking with organizations like PFAC, finding an incredible mentor, and earning my licensure. I discovered a deep passion for this work and the vital role it plays in helping individuals and families during critical life transitions.

Today, I specialize in:

  • Trust administration

  • Serving as an agent under power of attorney or healthcare directive

  • Probate administration

  • Guardianship and conservatorship services

Comfort Fiduciary is bonded and insured by Allied World Group.

Building and Leveraging a Strong Professional Network

I do not have all of the answers and I won’t pretend to! I believe one of the cornerstones of any fiduciary’s success is the ability to build a robust network of vetted and trusted experts across banking, real estate, investment management, care management, and more. I understand that effective fiduciary services more often than not require a team effort, and I take pride in assembling and collaborating with a network of professionals to address every aspect of my clients’ needs. By leveraging this network, I ensure seamless communication and holistic solutions for even the most complex situations.

My ability to nurture these relationships is rooted in my commitment to professionalism, transparency, and shared values of putting clients’ best interests first. Whether navigating real estate transactions, coordinating care management plans, or streamlining financial oversight, I ensure that the right experts are engaged to deliver results.

Personalized Support and Professional Excellence

My goal is to provide clarity, compassion, and expertise to clients, ensuring their wishes are honored and their interests safeguarded.

Outside of work, I enjoy playing the piano, listening to live music, spending time outdoors with my husband, son and rescue pup—whether hiking, running, or (gracefully) losing a round of golf. Originally from Montana, I’ve been proud to call North County San Diego home since 2004, where I love soaking up the beach life with my family of three.

With a background spanning account management, marketing consulting, client success, and organizational development, I have honed the skills to streamline processes, ensure operational efficiency, and get the job done right. These strengths allow me to provide professional, dependable service as a fiduciary.

It’s an honor to serve my clients and offer much-needed support during life’s most important transitions.