Liza is a Certified Trust and Financial Advisor and a Licensed Professional Fiduciary. She also holds an Accredited Investment Fiduciary Designation. With 30-years of experience in the legal, financial, and fiduciary fields, Liza is committed to providing sophisticated services to clients in the trust, estate, and financial management fields.
Vice President & Director of Real Estate
Skip, a licensed general contractor, oversees the MTM real estate division. In his role as Real Estate Manager, Skip makes sure that seniors who wish to remain in their homes can do so free of the worry of maintenance and upkeep. Skip also oversees the sales and acquisitions of real estate for our clients.
CTFA & Trust Specialist
Connie is a Certified Trust and Financial Advisor who joined Monterey Trust Management after spending years working with law firms in the trust and estates field. With MTM, Connie oversees the daily administration of trusts and works closely with clients and business partners to make sure the services we provide continue to meet ~ and exceed ~ client expectations.
CFE, C.P.R.E.S., Accounting & Tax Specialist
Certified Fraud Examiner
Certified Probate Real Estate Specialist
Before joining Monterey Trust Management, Arend spent years at CPA firms preparing tax returns and trust accountings. With MTM, Arend attained his Certified Fraud Examiner, and Certified Probate Real Estate Specialist and is currently working towards obtaining his Certified Financial Planner designation. In his role with MTM, Arend oversees the tax and accounting department making sure our trust accountings are accurately prepared and working closely with our clients’ tax advisors in the completion of returns due for our clients and their estates.
IT & Special Projects
Nick is our full time IT Specialist who is committed to making sure the systems at MTM are running optimally -- keeping data secure, systems updated, and backup strategy in place so that if there were a major emergency, Monterey Trust Management would be able to relocate efficiently and keep serving clients.
We know our emergency plan works, it's been tested.
Stephanie joined MTM after years of working in the financial services industry and is now completing her Certified Trust and Fiduciary Advisor designation. As a Trust Assistant, Stephanie brings her passion for helping people and attention to detail to the efficient completion of trust administration for our clients.
Tierna began as Liza’s Executive Assistant before transitioning into the Trust Administration Division at Monterey Trust Management. She previously worked in both the legal and real estate industries and is working towards earning her Certified Trust and Fiduciary Advisor designation. Tierna’s thoughtful and friendly services to MTM clients makes her a real asset to the MTM team.
Jenny joined MTM after working with a major bank trust division. In her role, Jenny assists with compliance making sure policy and procedures are developed and implemented. Coming from a big bank, Jenny is instrumental in making sure our procedures help the team not only efficiently execute our services, but that MTM remains on the foremost cutting edge of the law and practice.
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