We’re Here For You

We believe the best way to achieve this goal is to maintain a staff of highly talented and motivated people who have a broad range of skills required to provide the best service for our clients. We provide continuing education opportunities to meet and maintain the highest professional and ethical standards. Our fiduciaries are licensed by the State of Arizona and provided with ongoing training.

Meet Our Staff

Licensed Fiduciaries are required to have at least 10 hours of continued credit education annually, post a professional bond, and adhere to all the requirements under Arizona Code of Judicial Administration Sections 7-201 and 7-202, in addition to complying with all state and local statutes.

Non-Licensed personnel are required to attend 2 state training programs annually, either in person, on-line, in office, or through classes.

Carla M. Jones

Licensed Fiduciary 

Julee Pierson

Licensed Fiduciary

Thinking About Hiring a Professional Fiduciary?

Sample interview questions when hiring a professional fiduciary

Hiring a professional fiduciary is an important decision. Depending on the type of services you need, this person will have access to personal and financial information and you and/or your family members. You want to make sure you thoroughly vet the person being considered to receive the best possible service.

Here are some sample interview questions to ask before becoming a client:

  • What type of services do you provide?
  • Are you insured for errors and omissions?
  • What credentials do you have?
  • What are your office and telephone hours? Are you accessible by text and/or email?
  • How long should I expect to wait to receive a response from you to a communication?
  • If there is an emergency after hours, how do I reach you or your staff?
  • What are your internal controls like? How is my confidential information protected?
  • What happens to me if something happens to you? What is your succession plan?
  • Do you have a disaster recovery plan for my data?
  • What fees do you charge and when?
  • If you use other professionals (CPA’s, attorney, caregiver, etc.) what are their fees?
  • Do you work alone or do you have a staff?
  • If you have a staff, what types of services do you delegate to them?
  • What is the fee for services provided by your staff?
  • How often will you provide me with an accounting?
  • Can you provide me with references of past or current clients or other professionals you have worked with who I can contact?