Davis Office  530-564-8295

Our Team

We work hard to make things easier for you. Our team of fiduciary professionals brings years of experience to ensure that our clients receive the best support and care possible.

Elizabeth Dean

Elizabeth Dean

OWNER, CA Licensed Professional Fiduciary

Elizabeth “Beth” Dean has worked in the financial services industry for over 22 years. Using her comprehensive understanding of fiscal matters, and acting solely in their best interest, Beth helps clients navigate complex financial decisions, analyze investments, review estate needs and manage healthcare decisions through all stages of life. Throughout her career, Beth has built a large network of professional partners and resources to accomplish these tasks.

In addition to her client commitment, she’s continually advancing her expertise through education, conferences and industry research. Active in the community, she is a board member of the Professional Fiduciary Association of California (PFAC).

Beth is a licensed Professional Fiduciary through the state of California. She has a bachelor’s degree in business from Sacramento State, and lives in Davis with her husband and children.

David Dean

David Dean

Office Manager/ Associate

David brings a unique background to the office. Having served 28 years as a firefighter with the UC Davis fire Department, he has a close connection with the local community.

David supports daily office functions and facilitates field work with local professionals such as contractors, inspectors and realtors.

Megan Elsea

Megan Elsea

Operations Manager
Fiduciary Assistant
Fiduciary in Training

Megan started her career working in finance for almost 8 years before joining the team. Megan’s background in banking has given her an extensive knowledge of financial policy as well as trust and estate management. Megan has a passion for helping people, and advocates for personalized client care. She pairs persistence with personal integrity to ensure client needs are met in a professional and efficient manner.

Megan has lived in Yolo County for 26 years. She enjoys being outdoors and adventuring with her dog, Zoey. Megan is also a student of business and is working towards her professional fiduciary license in California.

Matt Dean

Matt Dean

Associate

Matt traded in his tool belt after 35 years as an electrician and now works in the office side of the Fiduciary industry. Matt enjoys helping others and being in the great outdoors.

Matt lends assistance for administrative office duties and financial reconciliation.

Sunnie Cambra

Sunnie Cambra

Associate

Sunnie has lived in Davis for 16 years. She came to Davis originally working for Northern California Newspaper publications in the circulations department and fell in love with the bike community of Davis. She owned a small bike shop in Davis for five years refurbishing old bikes.

Before landing in Davis, Sunnie embarked on her athletic journey playing women’s college, International, and professional basketball. Sunnie also competed in multiple marathons, including a first place 100 mile run which took 22 1/2 hrs. Sports has taught her discipline and commitment.

Sunnie’s new journey with Elizabeth Dean Fiduciary Services reignites her passion for honesty and devotion. She is constantly proud to work with a team of people that genuinely cares and protects each individual case as though it is their own family.

Sunnie furthermore states: “It’s awesome to be part of a team in which we all work together making a positive difference in people’s lives.”