1980, Bachelor’s Degree, University of Redlands
1993, Credential in Gerontology, University of California
1994 – 1996, Graduate Studies, University of Redlands, Whitehead College
Licensed Private Investigator
Registered Private Professional Conservator and Registered Professional Fiduciary
(Registration current pursuant to California Probate Code Sections 2340 and 2850)
1980 – Current, Professional Fiduciary
1982 - Current, Owner of Conservatorship and Resources for the Elderly
1981 – Current, Licensed Private Investigator
1985 – Current, Expert Witness, Fiduciary Accountings and Fiduciary Elder Abuse
1985 – Current, Consultant, Special Needs Trust, Conservatorship practices and asset recovery
2001 – Current, College Instructor, California University Extension Program
1982 – Current - Professional Conservator, Estate Administrator and Trustee
1980 – 1995
LPS Conservatorship Investigator (for Hartnell, Horspool & Fox LLP representing LPS)
Mental health conservatees in thousands of cases over 15 years
1982 – Current
Fiduciary Elder Abuse Recovery Specialist
1990 – Current
Lecturer – Speaker (Topics related to professional fiduciaries and running a small business at National conferences, local chapters, universities)
Professional Conservators of Southern California, Secretary 1994 – President 1995
Professional Fiduciary Association of California (PFAC), Secretary 1996 – President 1995
PFAC State Vice President
1995, Legislative Chair
1999, President
2000, Past President
2000, Conference Chair
1991 – Current, National Guardians Association (Charter Registered Guardian)
2001 – Current, Cal State University/Fullerton Advisory Board Member/Instructor
2004, Professional Fiduciary Association of California – Member of the year
2005, National Guardians Association - California Affiliate of the year