The Team

Bishop Fiduciary Services has over 20 years experience in delivering trust administration services. We understand that each family is unique and they need expert and guided trust services. Our passion and purpose are clear: a commitment to working with clients and making sure to follow their estate plans according to their wishes. Meet our dedicated staff:

Karen L. Fisher

Karen founded Bishop Fiduciary in 2013 in order to provide trust and estate services to individuals and families in California, as well as a comprehensive suite of services that a corporate trustee cannot provide. Many clients need additional services to continue living independently in their home, or they need fiduciary services to protect them from others. Karen is able to offer both, and so much more.

Before 2012, Karen worked exclusively in wealth management divisions of several financial institutions in the Bay Area. She had the privilege of being introduced to the world of trust and estate services working at Citibank in 1997. While there, Karen worked closely with ultra-high net worth clients and their trusted advisors. Her clients were some of the most prestigious, well-educated and well-traveled who demanded the highest level of customer service.

In 2001, Karen began working with trust clients at Bank of the West. Many of her clients were successful, self-made millionaires. She worked closely with their trusted advisors to ensure services at the Bank coordinated with their estate plans. While at the bank, Karen also provided trustee services for special needs trust clients. She enjoyed working with such courageous families and developed many types of contacts and resources to make sure clients were able to live independently and safely in their own homes.

Karen moved to Mechanics Bank in 2007, where she honed her skills working with the Bank’s trust clients. She further deepened her financial and trust knowledge in order to be of service to and attentive to their particular needs, and continued to expand her resources so that she could also better service her special needs clients.

Before launching her financial career, Karen taught sociology at various colleges in Virginia and the Bay Area. Her love of learning and passion for teaching continues today as she works to educate and inform clients.

Karen’s commitment to teaching extends to the community. She invites individuals and families to contact her with any questions they have about their current estate plans. Karen can provide referrals for attorneys and other estate planning professionals as needed, and she is happy to review your current estate plans to make sure you are “trustee ready.”

Katherine Rodriguez

Licensed Professional Fiduciary

Katherine’s finance background and legal education allow her to provide support as both a fiduciary and accounting assistant. Kathy has been a licensed professional fiduciary for two years.  She currently acts as co-trustee with Karen L Fisher, the principal on many client accounts including trusts and conservatorships of the estate. Kathy is also responsible for managing the fiduciary accounting schedule to ensure all court-supervised accountings are filed on time. With over 16 years of mortgage financing experience, she has the ability to analyze complex financial documents. Katherine obtained her Juris Doctor Degree from John F. Kennedy University in 2016. During her legal studies, she assisted in both the JFK Elder Law Clinic and Family Law Clinics. She worked closely with seniors discussing estate planning goals and assisted in the preparation of estate planning documents including wills, trusts, and health care directives. Katherine also has a bachelor of science in Business Administration, Finance with a minor in Economics, as well as a Paralegal Certificate from California State University East Bay.

katherine@bishopfiduciary.com

Lindsay Freeman

Care Manager

My passion for the healthcare field began in high school when my aunt who lived with me was diagnosed with cancer. My high school senior project focused on her journey with cancer. That passion is now a 20+ year career of helping countless families and their loved ones navigate the transitions that come with aging and chronic conditions.

During the first 8 years of my career, I worked in Assisted Living facilities, overseeing activity programs for residents with dementia and chronic conditions while also providing guidance to families during the move-in process.  For the last 13 years, I worked for a homecare and care management company, where I managed clients’ day to day care, provided long term care insurance consultations, connected families with community resources, and helped families navigate the healthcare system. I received a Masters in Healthcare Administration and Leadership in 2018 while pregnant with my third child.

In my free time, I enjoy watching my kids play sports, coaching my daughter in soccer, volunteering at my kids school, running, and reading.

Lindsay@bishopfiduciary.com

Sean Bach

Fiduciary Accountant

Sean Bach is a fiduciary accountant with Bishop Fiduciary Services, Ltd and started working with the company in June of 2022.  Sean has successfully organized and streamlined our accounting processes.  Before joining our firm, Sean worked with McKinley Partners as an Account Payable Specialist.  Sean graduated from the California Maritime Academy and earned a Financial and Managerial Accounting certificate at Cal Berkeley Extension.

Sean@bishopfiduciary.com

Robert Nase

Bill Pay Administrator

Robert is our Bill Pay Administrator, making sure all client and corporate bills are paid on a timely basis.  He began working with our clients in August, 2021.  Robert has extensive experience with accounts payable having worked with Hilton Hotels for 10 years prior to joining Bishop Fiduciary Services, Ltd. Robert has been instrumental in streamlining our bill pay processes to be more efficient.   He is a graduate of Boise State University.

Robert@bishopfiduciary.com

Amelia Broadhurst

Administrative Assistant / Office Manager

Amelia Broadhurst has been working as an administrative professional for over 15 years starting while working as a server and finishing her A.A. degree at Diablo Valley College. She has worked in a variety of administrative positions and industries giving her a well-rounded background and skill set that has enabled her to be successful at Bishop Fiduciary Services. Before coming to Bishop Fiduciary Services in 2021, Amelia worked in an administrative capacity at UCSF and The Hills Swim & Tennis Club where she gained knowledge and experience in managing an office, compiling data, and creating reports for informational analysis and decision-making capabilities. These skills help Bishop Fiduciary Services to run smoothly and efficiently on a daily basis for our staff and clients.

Amelia@bishopfiduciary.com

Tracy Outley

Accounting Assistant

My role at Bishop Fiduciary Services, Ltd. includes accounts payable and accounts receivable. I’ve been with the company for almost one year.  I have over 20 years’ experience in finance and accounts payable and have worked with Fortune 500 companies.  I have a depth of experience working with credit card companies, and companies servicing personal loans as well as auto loans.

tracy@bishopfiduciary.com

KAREN L. FISHER, CTFA, CLPF #675
1399 Ygnacio Valley Road, Ste 25
Walnut Creek, CA 94598

Office Phone: 925.954.7769
Mobile: 510.393.9046
Fax: 925.891.1317
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