about me
Accounting Expertise At Your Fingertips
I am a passionate, solution-driven accounting and finance professional with over 20 years of experience helping businesses and individuals. My expertise spans tax and accounting services, bookkeeping, financial reporting, business and personal tax return preparation and planning and fiduciary/trust accounting.
Over the course of my career — from managing a diverse client portfolio of both individuals as well as businesses (LLCs, Corporations, Trusts) at several tax and accounting firms to managing corporate financial reporting — I have built a reputation for delivering high-quality service, fostering client trust, and promoting operational excellence.
I hold an MBA from the UCLA Anderson School of Management and a B.A. in International Economics from UCLA. I am also a Certified Public Accountant.
The belief that drove
everything that followed
“Those navigating court accountings, trust administration, and estate matters deserve an experienced fiduciary accountant who provides accurate reporting and dependable support when it matters most.”
After more than 20 years working in accounting and finance, I saw firsthand how challenging fiduciary accounting can be for trustees, families, and legal professionals. Trust and estate matters often involve complex transactions, detailed recordkeeping, and strict reporting requirements, but many people are left to navigate the accounting process without specialized support.
I founded Trustify Accounting Services to focus exclusively on fiduciary accounting and provide the expertise needed to prepare accurate, organized, and understandable financial reports. My goal was to offer the technical knowledge and attention to detail of a larger firm while providing the accessibility and personal service of an independent practice.
Today, I help trustees, executors, conservators, attorneys, and families prepare accountings that clearly document financial activity and meet the needs of beneficiaries, courts, and legal professionals. Each engagement is approached with accuracy, professionalism, and a commitment to making a complex process more manageable.
To simplify the complexities of trust and estate accounting by providing accurate financial reporting, responsive service, and the expertise clients need to fulfill their fiduciary responsibilities.
The right fit for your situation
Trustify serves clients who require specialized fiduciary accounting expertise for trusts, estates, conservatorships, and other complex financial matters.
Conservators & Guardians
As a court-appointed conservator or guardian, you are entrusted with managing another person’s financial affairs while meeting strict reporting requirements. We prepare accurate, court-ready accountings that comply with California Probate Code requirements, giving you confidence that every transaction is properly documented and professionally presented.
Trustees & Estate Administrators
Administering a trust or estate is a significant fiduciary responsibility. We help trustees, executors, and estate administrators prepare clear, accurate accountings that document every financial transaction, satisfy legal reporting requirements, and provide beneficiaries with complete financial transparency.
Attorneys & Legal Professionals
Probate, trust administration, estate planning, and fiduciary litigation attorneys rely on accurate financial reporting to support their clients. We serve as a trusted accounting partner by preparing professional fiduciary accountings, supporting schedules, and financial analyses that help move matters efficiently through administration or litigation.
Banks, Professional Fiduciaries & Private Fiduciaries
Banks, licensed professional fiduciaries, family offices, and private fiduciaries trust us to prepare accurate, court-ready fiduciary accountings. Whether managing a single trust or a large portfolio of fiduciary relationships, we provide reliable accounting support that meets California reporting requirements while reducing administrative burden.
Individuals & Families
Managing the financial affairs of a loved one can be overwhelming, especially during times of transition. We help individuals and families navigate trust and estate administration by organizing financial records, preparing professional fiduciary accountings, and providing clear reporting that brings confidence and peace of mind.
Those Facing Complex Situations
Every fiduciary accounting tells a story—and some are more complex than others. Whether you’re dealing with years of financial activity, incomplete records, multiple properties, investment portfolios, or beneficiary disputes, we bring clarity to complicated financial matters by preparing organized, accurate accountings that stand up to professional and court review.
Not sure if Trustify is the right fit? Schedule a brief introductory call and we will let you know whether your situation is within our area of expertise — and refer you to the right professional if it isn’t.
Discover the benefits
of working with an
expert accountant.
Whether you need fiduciary accounting or general bookkeeping — let’s talk about how I can help.
Let’s Work Together