TRUSTEE SERVICES - Key Persons
Job Titles:
- Client Services Specialist
Angelina has experience in sales, marketing, administrative support, and customer service. Before joining Trustee Services Group, she served as a Legal Assistant supporting clients and attorneys with probate matters and estate planning. Angelina is now thrilled to be part of TSG's unique mission that helps families protect and enrich multi-generational heritages. She's passionate about collaborating with additional professionals that work with our families to achieve client goals relating to their trusts and estates.
Angelina earned a B.S. in Communications from Colorado State University - Pueblo
Job Titles:
- Vice President - Operations
Carina joins us as our Director of Operations after 13 years at a nationwide accounting firm. In her time there, she worked as a staff accountant and in administration. She has experience conducting audit procedures, leading a team, budgeting, tracking systems, and more. She is passionate about advocating for the culture of a workplace. Carina has been married to husband Jim since 2009. She has lived in Colorado for over 25 years, and in her free time she enjoys creating recipes and being outdoors.
Carina earned her BA in Accounting, Economics, and Business from Whitworth College and she completed a Master's program in Organizational Leadership at Sam Higginbottom University in India.
Cindy is a Colorado native who recently moved back to the area after 27 years of military moves. She has over ten years of experience providing business support, operations, customer and administrative services. Cindy enjoys serving others and working as part of a team. She is excited to actively participate in the daily administrative operation of the Trustee Services Group family.
Cindy received her B.A. from the University of Colorado.
Job Titles:
- Vice President - Fiduciary Services
Jessica is a native of Colorado Springs and has always felt a deep connection to this community. After graduating from high school, Jessica began her legal career as a paralegal. This early experience ignited a passion for the law, and Jessica pursued a Juris Doctorate in Boston, Massachusetts.
However, the allure of Colorado's natural beauty and the desire to be closer to family drew Jessica back west. For over ten years, Jessica has practiced law in Colorado, focusing primarily on family law and estate planning. This experience has provided Jessica with a unique understanding of the challenges families face and the practical tools needed to help families navigate difficult times.
Jessica lives in Colorado Springs with her husband and their three cats. In her free time, she enjoys spending time with her family, Colorado's sunshine, playing boardgames, and pickleball.
She received her B.A. from the University of Colorado at Colorado Springs, and her Law degree from New England Law: Boston
Job Titles:
- Vice President - Estate Services
Jessie is a proud US Air Force Veteran originally from the state of Ohio. During her time in Air Force Space Command, Jessie learned the values of attention to detail and service before self. Since serving her country in the military, Jessie has more recently been serving the local community as a paralegal working in the Estate Planning field. During her eight years as a paralegal she assisted families by drafting estate plan documents such as Wills, Trusts, Powers of Attorney and Health Care Directives, and translating these documents into plain English for the client.
Jessie also has experience in probate and trust administration, helping families who have experienced the loss of a loved one. Bringing a wealth of legal experience to the team, she is excited to work with clients of Trustee Services Group to help them navigate estate and trust administration and providing comfort in time of need and stress.
Jessie received her B.S. in Business Administration from Regis University.
Job Titles:
- Vice President - Fiduciary Services
Before joining Trustee Services Group in 2020, John served as a trust officer within the private banking industry for more than 10 years. Prior to his involvement in the professional administration of trusts, he was a commercial loan officer working closely with businesses in Northern Colorado.
As a part of the circle of trusted advisors surrounding clients in the wealth transition planning process, John enjoys opportunities to collaborate with trusted legal, accounting, and financial professionals to assure stability and continuance of excellent service for those clients.
John strives to be the partner who works closely with clients to preserve their legacies, and to respect and carry out their wishes with regard to intentions and provisions for loved ones. His style is caring and consultative, helping guide future generations on how to leverage trust resources towards realizing life achievements and fulfilling dreams.
John has served on a number of boards and committees for professional and civic organizations, and is a featured presenter at continuing education courses and seminars on the topic of trust and estate administration.
John received his B.S. in Finance and MBA from the University of Memphis.
Job Titles:
- Vice President - Wyoming Fiduciary Services
Job Titles:
- Trust & Estate Administrative Assistant
Laurel serves as the Trust and Estate Administrative Assistant. With a background in marketing and administration, she uses her skills to assist team members in a variety of departments including finance, estates, and social media. Laurel has lived in Colorado Springs for over 15 years. She spends her free time reading through the ever-growing list of books on her "To Be Read" list.
Job Titles:
- Senior Client Relationship Specialist
Job Titles:
- Financial Administrative Assistant
Lisa is a Colorado native and continues to reside in the state with her husband and two young children. She brings over 10 years professional experience in client care, administration support, marketing, and education. Lisa is eager to provide quality support to the Trustee Services Group infrastructure.
Lisa holds both a BA in English Literature from University Colorado - Colorado Springs and an MA in Curriculum Instruction from Colorado Christian University.
Melia originally hails from Hawaii but has called Colorado home for the last 10 years, where she lives with her husband and two young children. Melia supports the team at TSG in her role as Administrative Assistant with her years of experience in administration, organization, and management.
Her favorite time spent is with her family, sweet pup, and one of many hobbies - her favorites being knitting, woodworking, and gardening - to keep her hands always busy.
Job Titles:
- Client Services Specialist
Rob is an experienced estate planning attorney who joined Trustee Services Group after a decade in private practice and eight years in legal publishing. Rob brings a wealth of knowledge and experience to TSG, and his background gives him unique insight into the management of trusts that helps him put the needs of trust beneficiaries first. He shares TSG's desire to get to know clients well in order to best serve their individual needs and tailor plans to their specific circumstances.
Robin serves as our Finance Manager. She is a native of Indiana, having just recently moved to Colorado. She is married and has two daughters. Robin has experience in banking, law, and estate planning and was a paralegal for 8 years in Indiana before moving to Colorado. She looks forward to serving the clients of Colorado and is excited to share her professional experience with the clients of Trustee Services Group.
Steve founded Trustee Services Group in 2009.
An accomplished attorney and consultant to wealth managers throughout the country, he is a nationally recognized expert adept at overseeing estate plans that holistically and multi-generationally integrate a family's financial (material), human (people) and social (philanthropic) capital.
Valerie oversees trust administration on behalf of the Trustee Services Group. Trained on trust accounting by AccuTech Systems Corporation, Valerie learned the importance of detail and account reconciliation while serving as the trade assistant for the fund managers at Pacific Investment Management Company (commonly known as PIMCO), one of the largest active global fixed income managers in the world.
Valerie earned her Finance degree from the University of Arizona.