ELDER ADVOCATES TRUSTED RESOURCE
FIDUCIARIES & CONSERVATORS
Caitlyn Cogan
Professional Fiduciary
Cogan Fiduciary Services
Los Angeles and Orange County
Caitlin helps seniors in need of assistance with their Estate or Trust. She also specializes in Conservatorships, Trust Administration, Estate Administration and Power of Attorney.
Chris Glaeser
CA Licensed Professional Fiduciary
Activ Trust Management
Greater Los Angeles area, Long Beach and surrounding coastal communities, and San Gabriel Valley.
I am a CA Licensed Professional Fiduciary with experience acting as a Trustee, Conservator of the Estate/Person, Power of the Attorney for Estate/Health, Special Needs Trustee and Administrator of the Estates – private...
James Sullivan
Licensed Professional Fiduciary
ConservaTrust Fiduciary Services
Southern California and in some instances, worldwide
We serve by assisting clients; manage their household and business affairs when they either cannot, due to medical or other circumstances, or they wish to no longer be burdened so they may travel, or not feel the daily s...
Karen Fritz
Professional Fiduciary
Trusted Care Fiduciary Services
Los Angeles County, Orange County, Riverside County, and San Bernardino County.
I became a licensed fiduciary in 2010 after spending most of my career in Human Resources as director for a major international law firm. I taught at UCLA Extension in the Legal and Human Resources Department for approx...
Karin Finnegan
Vice President, Senior Trust Officer and Trust Manager
Farmers and Merchants Trust Co.
South Bay, Long Beach & Orange County
Karin assists clients who are looking to name a corporate trustee for their revocable and/or irrevocable trusts, as well as those who need assistance with their overall investment management.
Keenan Brown
California Licensed Professional Fiduciary
Brown Management
Southern California
Keenan Brown, the founder of Brown Management, is a seasoned Legacy and Complex Assets Expert. He has dedicated his career to guiding discerning families through the intricate challenges of wealth and succession.
Kimberly Troup
California Licensed Professional Fiduciary, National Certified Guardian
Troup Trust
Orange County & Los Angeles County
Kimberly Troup is a Licensed Private Professional Fiduciary helping clients manage decisions in times of need.
Lee Ann Hitchman
Fiduciary, Independent Trustees and Certified Care Managers
Hitchman Fiduciaries
Greater Southern California
Lee Ann helps any elder who needs an advocate for either financial or care challenges. Families and beneficiaries who are in disagreement over trust administration. Beneficiaries with special needs, including mental heal...
Ryan Eichenauer
Vice President and Trust Officer
Farmers and Merchants Trust Co.
South Bay, Long Beach & Orange County
Ryan assists clients who are looking to name a corporate trustee for their revocable and/or irrevocable trusts, as well as those who need assistance with their overall investment management.
Yvonne Chavez
Private Professional Fiduciary
Chavez Management & Fiduciary Services
Southbay, West LA, Long Beach, Carson, Hawthorne, Inglewood
After graduating UCLA entered thecorporate world was trained as a team leader & project manager. Left corporate to pursue impactful entreprenurial efforts. Received Professional Fiduciary Management Certificate - UCR 2...