We have been involved in family estates, trusts, personal finances, conservatorships, elder care, and the mental health system for over 20 years.
Sue, a former Special Education teacher for the physically disabled and multi-handicapped, has first-hand experience with special needs issues, Elder financial abuse, Elder issues, the legal system, and mental health advocacy. As a co-founder of Kiwanis Special Games, Sue won community service awards from Parents Helping Parents and SCC Kiwanis. She uses her extensive life experience to help people with their Care Management, and to prevent elder abuse.
Dave worked in the Electronics industry for over 20 years, most recently managing a $40M high-tech product line. In addition to serving as a family Trustee, Executor, and Estate Manager, his extensive experience included financial and project management, real estate, investments, asset protection, and in-home assistance for Elders. He puts his extensive skill sets and life experience to work full time, serving and helping people in need.
We have been serving professionally as Private Fiduciaries, Care/Case Managers, Patient Advocate, Family Trust Mediator, and Elder advisor/helpers.
