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.