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.
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.
CA Licensed Professional Fiduciary
Carol comes from a background in finance and accounting and has worked in the retail, aerospace, and tech industries. As a member of the Yolo county community for over 25 years, Carol has deep roots in the community. Carol is an enthusiastic advocate of financial literacy and has written a book on money matters for teenagers.
As the office administrative business assistant, Carol helps Beth bring excellent customer service to clients. Carol is committed to simplifying the complexities of healthcare, financial management, and estate management for clients and their families.
Carol has a bachelor’s degree in economics from Stanford University and an MBA from UC Berkeley. Carol enjoys photography, yoga, and reading. She lives in Davis with her husband.
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.
Office Administrative Business Assistant
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.