After working in law firms in Hawaii, San Francisco and Monterey performing estate planning, estate administration and tax work, I joined Bank of America Private Banking as a Trust Officer. Thereafter, I was recruited by Santa Barbara Bank and Trust where for 10-years I was their Regional Trust Manager overseeing trust services, investment management, tax, real estate and private client services to our trust clients.
A passion for excellence in service and a commitment to always put our client’s needs first inspired me to found Monterey Trust Management. Now in our 15th year of service, our team provides clients with the high-touch personal services of a private fiduciary with the “bank-like” risk management policies and procedures of a corporate trustee. Our services are regulated and overseen by the State of California Professional Fiduciaries Bureau. We are bonded and insured.
Whether you are looking for a professional trustee or executor, in need of family office services, or are seeking customized private client services, we welcome you to consider Monterey Trust Management.
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