Laurie Schram

financial professional

Laurie Schram

financial professional

(925) 274-7643

[email protected]

VCard

Laurie is a skilled financial professional with proven financial and operations management success. Her expertise includes accounting and finance, process development and compliance, process redesign, project management, and mergers & acquisitions. With Laurie’s extensive background in the arts and corporate world, she is an important contact for clients, lending support with ongoing Trusts.
Laurie lists food as a passion and is often called upon to write reviews of local restaurants.

Bobbie Herrington

California Licensed Professional Fiduciary

Bobbie Herrington

California Licensed Professional Fiduciary

(925) 274-7643

[email protected]

VCard

Bobbie began her career in the world of corporate insurance and, having obtained her California Fiduciary license, was inspired by the work, which requires the utmost discretion, broad knowledge, and good judgment. As part of the Trust Matters, Fiduciary team, she classes herself as fortunate to be surrounded by a mighty team of smart, compassionate, and high-integrity professionals experienced with complex situations for living trusts, special needs trusts, and post-death trust administration. Bobbie is also the principal of Herrington Consulting, supporting small businesses with human resources and administrative services. In her downtime, when she’s not playing Bridge, you can find her at a track driving her Porsche 911.

Vance Schram

CPA

Vance Schram

CPA

(925) 274-7643

[email protected]

VCard

Vance’s extensive finance experience in private and public companies ranging from start-ups to large multinational companies, along with his skill in developing and executing company strategies, means he is a specialist in fiduciary financial decision-making. He has extensive experience managing all administrative functions, including accounting, financial planning, and analysis. At MSU, Vance is often the lead analyst for private and corporate trust clients.
Vance is often found near the water in his free time, having been a competitive swimmer in his youth.

Telzey Gourley

Executive Administrative Assistant and Office Manager

Telzey Gourley

Executive Administrative Assistant and Office Manager.

(925) 274-7643

[email protected]

VCard

Telzey began her extensive administrative career in the wellness industry and is the office manager and Mark Unger’s executive assistant at MSU. She oversees the daily operations of the office and its various departments. Telzey has helped lead local charities and has sat on the board of several non-profit organizations across the county. She also has a passion for home design and decor and has always been an enthusiastic supporter of her two sons in their competitive sports of swimming, water polo, and soccer.

Telzey Gourley

Personal Property Professional and Organizer

Kelly Galvin

Personal Property Professional and Organizer

(925) 274-7643

[email protected]

VCard

Kelly is MSU’s professional organizer, helping to support honest evaluation, decision-making, and action around objects, spaces, and data for clients. She is focused on achieving desired outcomes regarding function, order, and clarity when organizing an estate and personal items. With a background working as a specialist organizer for over 25 years, she spends much of her time in the field working with clients and their properties. She will investigate the value of just about anything! Kelly lists gardening, cycling, swimming, and challenging jigsaw puzzles among her hobbies.

Mark S. Unger

Private Professional Fiduciary

Mark S. Unger

Private Professional Fiduciary

(925) 274-7643

[email protected]

VCard

Mark established his private fiduciary practice in 2017 after assuming the trustee’s role in a substantial family trust. Over the course of that administration, Mark worked with the family lawyers, CPA’s, banks and securities companies to liquidate the family trust into four sub-trusts for the family beneficiaries. His work was lauded by both the professionals involved and the family members who were relieved that Mark took on the full responsibility of trustee.

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