Our Team

Mark S. Unger
Private Professional Fiduciary

Kelly
Professional organizer

Telzey Gourley
Office Manager

Vance Schram
CPA

Laurie Schram
financial professional

Bobbie Herrington
Professional Fiduciary
Private Professional Fiduciary
Professional organizer
Office Manager
CPA
financial professional
Professional Fiduciary
financial professional
California Licensed Professional Fiduciary
CPA
Executive Administrative Assistant and Office Manager.
Personal Property Professional and Organizer
Private Professional Fiduciary