Hello
When life becomes overwhelming and managing personal or financial matters feels like too much, having the right support makes all the difference. I provide professional fiduciary services rooted in compassion, clarity, and respect for your dignity and wishes.
My Story
I didn’t come to this work by accident—it grew out of both experience and heart.
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For more than 30 years, I worked in the financial industry, and for over a decade I’ve supported individuals and families during some of life’s most vulnerable moments. Along the way, I learned something that guides everything I do today: when people are overwhelmed, what they need most is someone steady, ethical, and genuinely present.
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That’s why I founded Metta Fiduciary Services.
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As a Professional Fiduciary, I step in when managing personal or financial affairs becomes too much. I serve as a trustee, conservator, or agent with a people-first approach—grounded in compassion, accountability, and deep respect for each person’s dignity and wishes. Every decision I make is guided by strong ethical standards and a sincere commitment to doing what’s right for the individual, not just what’s easy.
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This work is deeply personal to me. Outside of work, I find grounding in the simple things—time with family and friends, tending to my garden, reading, cooking, and long walks with my dog, Oak. I value nature, routine, and community, and I bring those same values into my professional life: patience, presence, and care.
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I understand how hard it can be to trust someone with such important matters. I don’t take that responsibility lightly. My goal is always to help people feel safe, supported, and heard—especially during times of transition.
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If you or someone you love needs support, I would be honored to walk alongside you.
Contact
If you’re unsure where to begin, that’s okay. A conversation is often the first step.
We are here when you are ready.
858.722.7124