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


Beverly Gloden

Administrative Assistant

Julee Pierson

Supervisory Fiduciary


Professional touch

We would like to thank you for the time you so graciously gave to us during our meeting. Meeting you and discussing the fiduciary role really meant a lot to us and we appreciate every topic your brought to our attention.  Thanks again for your professional touch and time.

Curtis and Dora L.

Appreciate your presentation

I really appreciate your presentation at Margaret T. Morris.  I enjoyed hearing about your calling and I look forward to our companies making a difference for many years to come.