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 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’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.
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.
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.
Zachary joins Bishop Fiduciary Services as a Fiduciary Assistant, bringing a powerful combination of analytical skill and dedicated personal advocacy to the team. He supports the firm in all aspects of trust administration and client services while actively preparing to sit for the California Professional Fiduciary license exam.
His highly analytical perspective is rooted in his academic achievements—graduating summa cum laude from UC Berkeley and earning an MBA with a 4.0 GPA from the University of South Dakota—and his nine-year career as a high school mathematics teacher and department head. For 14 years, he also owned and operated a business that specialized in supporting students with special needs. Zachary’s commitment to serving families is deeply personal, stemming from his experience as a legal guardian for his niece and as a father to two children with special needs.
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