Our attorney recommended several fiduciaries for us to choose. We chose Dawn and her team of professionals. She took care of our mother during her final years with dignity. When our mother passed she managed our mother’s trust. As a daughter, I was thankful to have someone who worked as an advocate for our mother and administer her trust after her passing.

Dawn, Deryk, Bo and the team are amongst the most caring team of individuals in the fiduciary business that I've come across. My business partner and I have had the pleasure of working with them on a number of cases, as they have become the go to Fiduciary firm in Northern California. After numerous disappointments with previous fiduciaries, we were lucky enough to meet them over 4 years ago, and watching them grow has been a true pleasure. When it comes to the clientele that my partner and I have worked with professionally (primarily senior citizens), it has been a god send to have such a caring group of individuals to refer them to. In this business, where so many trust and fiduciary firms are owned by banks, service has proved elusive, and caring an afterthought, where clients are looked at merely as numbers or notches in an advisors belt. NOT the case with Dawn, Deryk and their firm, and it has been so refreshing to watch the way they have proactively cared for our clients. A HUGE THANKS to them for a job well done, as we are looking forward to a relationship that will help many generations of our clientele for years to come!!