Roger Coventry, CF, Immediate Past President
Maricopa County Public Fiduciary
Assistant Public Fiduciary
222 N. Central Ave., Suite 4100 Phoenix, AZ 85003
Tel: (602) 506-7120
Fax: (602) 506-3003
E-mail: rocovent@mail.maricopa.gov
Roger has been with the Maricopa County Public Fiduciary (MCPF) since 2001. He manages the Estate Administration division, with responsibility for the conservatorship and probate estates administered by the Public Fiduciary's office. Roger earned both an MBA and Juris Doctorate degrees. He is a certified fiduciary through the Arizona Supreme Court and a registered guardian with the National Guardianship Foundation. Roger is a board member and President of the Arizona Fiduciaries Association, Inc. and is active in several Arizona elder abuse/exploitation prevention organizations. He has delivered presentations at local, state and national conferences on fiduciary related topics.
Charity Taylor-Antal, Executive Director
P.O. Box 13314
Scottsdale, Arizona 85267-3314
Email: charity@azfid.org
Charity Taylor-Antal has worked as a non-profit and public relations executive for over fourteen years. Prior to her tenure with the Arizona Fiduciaries Association, Ms. Antal served as the Vice President of Marketing and Communications for Image Microsystems. As the former executive director for the American Cancer Society in northern Arizona, she managed and mentored a volunteer and staff team of over 200 members strong, directed fundraising, public relations, educational , advocacy and operational objectives.
Ms. Antal also directed an outreach program at Northern Arizona University where she was responsible for youth and diversity initiatives, educational outreach programs, as well as fundraising, grant writing and external affairs. It was at NAU that she developed a Hispanic mother/daughter program call HOY! designed to encourage junior and high school girls to pursue higher education.
Ms. Antal develops and facilitates strategic public relations and marketing campaigns for various private clients. She also facilitates professional development and training workshops for both the private and public sector and is a certified facilitator of the Myers Briggs Type Indicator instrument and the IBM Team Pak units. She writes for several publications including REO Magazine, Desert Living Magazine, Parents, and several local Arizona newspapers. Ms. Antal is a member of the Public Relations Society of America and a volunteer for Phoenix Children's Hospital.
Ms. Antal holds a Bachelors of Science in Public Relations and Organizational Development from Northern Arizona University and is currently completing her Masters Degree at Arizona State University.
Candy Wheeler-Ruby, CF, Secretary
Yuma County Public Fiduciary
3007 S. Pacific Avenue
Yuma, Arizona 85364
Telephone: (928) 373-1145
Facsimile: (928) 373-1144
Email: Candy.Wheeler-Ruby@co.yuma.az.us
Candy Wheeler-Ruby has lived in the Yuma area since 1972. Although she was originally a transplant from Michigan, After 35 years, she definitely considers Yuma home. Ms. Wheeler-Ruby has been with the Yuma County Public Fiduciary since 1995. She came to work for Yuma County with a background in real estate sales. In 1998, she was promoted to the Assistant Public Fiduciary. She served in this position for 5 years. Ms. Wheeler-Ruby became a certified fiduciary in 1999 and still maintains this certification. In 2003, Ms. Wheeler-Ruby was promoted to the position of Yuma County Public Fiduciary. A position she still holds today. After only four months of appointment as the Yuma County Public Fiduciary, Ms. Wheeler-Ruby was notified by the AOC and Yuma County Superior Court that she would be taking approximately 60 cases from a Private Fiduciary practice. Due to this undertaking, Ms. Wheeler-Ruby has extensive research, audit and investigative skills. Because of the condition of the cases and the time frame in which things needed to be done, the Yuma County Public Fiduciary office found themselves in many different arenas in order to facilitate the transfer and recoup damages from the prior fiduciary.
Ms. Wheeler-Ruby is a board member for the Arizona Fiduciaries Association, the current Vice-President of the Yuma County Elder Abuse Task Force and a member of the local Bio-Ethics Committee. Ms. Wheeler-Ruby frequently speaks to outside organizations regarding Guardianship and Conservatorship related topics.
Donal D. Childers, CF, Treasurer
Childers & Berg, LLC
10211 W. Thunderbird,Suite #203
Sun City, AZ 85351
Tel: (623) 972-3819
Fax: (623) 977-0352
E-mail: dchilders@childersandberg.com
Don is a Certified Fiduciary (CF) and a retired U.S. Air Force officer. He graduated from Embry Riddle Aeronautical University in 1979 with a Bachelor of Science degree in Aviation Management. Don also completed a Masters Level Certificate of Accountancy from Arizona State University West in 1996. Since retiring from the Air Force, where he held command level assignments in Special Operations and Air Force Intelligence, Don has worked as a staff accountant with a local CPA firm, for Bank One, and with a major private fiduciary firm in the Sun City area. Then, after two years as the sole proprietor of Fiduciary Support Services, Don and Jane formed Childers & Berg, LLC in July 2003, serving the Northwest Valley area. Don is exceptionally skilled in financial management and serves as the Court Appointed Conservator, Personal Representative and Trustee.
Gregory P. DoVico, CF
Southwest Fiduciary, Inc.
An Arizona Certified Professional Fiduciary
13211 North 103rd Avenue, Suite #1
Sun City, Arizona 85351
Telephone (623) 875-9973
Facsimile (623) 875-9975
Email: gdovico@southwestfid.org
Gregory DoVico began his career in banking at First National Bank of Arizona (now Wells Fargo Bank) in 1969, while attending Arizona State University. Mr. DoVico worked through the ranks at the bank, starting as an outside collector. He culminated his banking career with First National Bank of Arizona in 1982 as Regional Vice-President in charge of the Flagstaff, Arizona Region. After a short stint as Chief Credit Officer for Wells Fargo Corporation in Phoenix, Arizona, Mr. DoVico became the President and Chief Executive Officer of Farmer's and Merchant Bank in Arizona.
In 1990, Mr. DoVico left Farmer's and Merchant Bank and joined Valley National Bank of Arizona, heading up the Loan Adjustment Department; a "de nova" department that had approximately one half billion dollars of assets under its control. Valley National Bank was later purchased by Bank One and Greg moved on to manage a law firm in Sun City, Arizona. There he gained experience in probate, estate planning, guardianship and conservatorship matters.
Greg has attended the Supreme Court's training for fiduciaries and is a certified fiduciary and licensed private fiduciary in the State of Arizona. His other accolades include Associate member of the State Bar of Arizona and completion of the training as a Registered Guardian with the National Guardianship Foundation. In addition, Greg is a member of the Arizona Fiduciaries Association, Inc., holding many offices over the years, and currently completed his second term as President.
Lyndi Anderson, CF
Eldercare Research and Consulting, Inc.
P.O. Box 37226
Tucson, AZ 85740
Tel: (520) 297-9161
Fax: (520) 322-9427
E-Mail: lyndi@eldercaremanager.com
Lyndi Anderson is a native Tucsonan, a graduate of the University of Arizona with a Bachelor’s in Business Administration, a Master’s in Public Administration - Long-Term Care, and Certificate of Gerontology.
She is an eldercare consultant with more than 28 years experience caring for the needs of seriously ill family and friends, and over fifteen years as a professional care provider. Her experience and training include caring for patients and families coping with chronic health care concerns, Alzheimer’s Disease, those facing difficult end of life decisions, as well as hospice and bereavement support.
As a licensed administrator, she has managed the operations, programming, staffing, training and services of adult day health care, assisted living and skilled nursing centers. She has counseled numerous patients, caregivers, families and professionals on the eldercare service options available to meet their needs.
She is familiar with the requirements of insurance providers, Medicare and Medicaid (ALTCS in Arizona), and other community resources. Her knowledge and experience in navigating the systems and creating solutions will help you make informed decisions especially tailored for your client or loved one’s specific needs.
Professional Affiliations:
*National Association of Professional Geriatric Care Managers
*National Guardianship Association
*Arizona Fiduciaries Association
*Court Appointed Investigator – Probate Court, Arizona Superior Court
*Certified Private Fiduciary
*Prior Arizona Continuity of Care Board Member
*Prior Caregiver Consortium Board Member
*Carondelet Hospice Advisory Board and Volunteer
*American Society on Aging
*Gerontological Society of America
*National Council on Aging
*Pima Council on Aging
*Tucson Elder Abuse Prevention Task Force, S.A.F.E.E.
*Former Alzheimer’s Association Volunteer, Support Group Leader
Robert Fleming, Esq., CF
Fleming & Curtis, PLC
330 N. Granada Ave.
Tucson, AZ 85701
Tel: (520) 622-0400
Fax: (520) 622-2971
E-mail: Fleming@elder-law.com
Robert Fleming is the author of The Elder Law Answer Book, now available from Panel Publishers. He is a fellow of both the American College of Trust and Estate Counsel and the National Academy of Elder Law Attorneys. He has been certified as a Specialist in Estate and Trust Law by the State Bar of Arizona’s Board of Legal Specialization, and he is also a Certified Elder Law Attorney by the National Elder Law Foundation. Robert is a member of the State Bar of Arizona (he was President of the Young Lawyers Section in 1978, Chair of the Probate and Trust Section in 1992, and Chair of the Mental Health and Elder Law Section in 1999), the Pima County Bar Association (he was President in 1986) and the Arizona Women Lawyer’s Association. Robert is also a member of the Special Needs Alliance, the premier national organization of lawyers working with “special needs” trusts, and the Elder Law Alliance, an elite national group of ten lawyers with a common interest in improving the practice of elder law.
While serving as the Pima County, Arizona, Public Fiduciary (the Tucson area’s public guardian’s office), Robert was one of the litigants in the Arizona Supreme Court case of Rasmussen v. Fleming, which established the right of incompetent patients (through their guardians) to refuse life-sustaining treatment when there is little prospect of recovery. He has also been actively involved in reviewing care at the Arizona State Hospital, and served as Chair of the City of Tucson’s city retirement plan for eight years.
Fleming & Curti, P.L.C. prides itself on use ofVice-President up-to-date technology in the practice of law. In addition to speaking regularly on the use of Time Matters™ case management and HotDocs™ document assembly software, Robert and his friend and Tennessee colleague Tim Takacs operate a legal consulting practice focusing on the technological needs of small elder law firms across the country. Robert also manages an independent e-mail listserver for TimeMatters™ users; interested lawyers and staff members can subscribe by sending an e-mail message to join-timematters@lists.elder-law.com. You may want to check out the TimeMatters list archives.
Robert's primary personal interest is his family (wife Rhonda and their two children Erik and Robyn). The entire family practices Cha Yon Ryu, a combination martial arts discipline incorporating Korean Tae Kwon do, Korean Hapkido, Japanese Karate and Chinese Ch'uanfa. Robert also enjoys antiques (particularly Mission and Arts and Crafts styles), scuba diving, and computers.
Miriam Kennedy, Esq.
Keneddy Law Firm, PLC
665 North Swan Road
Tucson, AZ 85711
Tel: (520) 322-9427
Fax:
E-Mail: miriam.kennedy@azbar.org
Miriam R. Kennedy is an attorney and has been practicing law since 1985. Her practice is limited to estate planning, elder law and related issues, probate, guardianships and conservatorships. Ms. Kennedy, a native Spanish speaker, received her undergraduate degree from the University of Arizona and her Juris Doctor degree from the University of San Diego. She also has a Master’s Degree in Education. She is also a Certified Professional Fiduciary and serves as Personal Representative, Conservator and Trustee for clients. She is a member of the California and Arizona State Bar Associations, Pima County Bar Association, the Probate, Mental Health, Estate Planning and Elder Law Bar Sections of the Arizona State Bar Association, Southern Arizona Estate Planning Council and the National Academy of Elder Law Attorneys. Ms. Kennedy is past chair of the Mental Health Section of the Arizona Bar. Ms. Kennedy gives many hours to volunteer at legal clinics through the Pima Council on Aging and the United Way. Ms. Kennedy frequently speaks to civic groups on estate planning and other related topics.
Denice Shepherd, Esq., CF
Law Office of Denice Shepherd
2424 E. Speedway Blvd.
Tucson, AZ 85719
Tel:
Fax:
E-Mail: denice.shepherd@azbar.org
Denice R. Shepherd has been practicing and litigating in the areas of personal injury, probates, guardianships, conservatorships and elder law for more than 20 years. Shepherd is a member of the National Academy of Elder Law Attorneys (NAELA), and the Arizona Fiduciaries Association, Inc.
Shepherd is a Certified Fiduciary and has provided fiduciary services since 1994.
She has served on the executive board for the Mental Health and Elder Law Section of the State Bar of Arizona and has been a speaker for that section on numerous occasions.
Shepherd served as a Judge Pro Tempore for various courts from 1987 to 2004. She has also served as a disciplinary hearing officer through the Arizona Supreme Court disciplinary section since 1999.
Peggy Van Norman, CF
Care Coordinators, Inc.
2828 North County Club Road, Suite 105
Tucson, AZ 85716
Tel: (520) 325-8881
E-Mail: pvannorman@carecoordinators.net
A transplanted Arizonan from the San Fransico Bay area but now considered a semi-native after 30 years, Peggy has been in the field of social services since her arrival in Tucson in 1974. She received her Bachelors in Social Work from California State University in Sacramento with post graduate work at Arizona State University and has had a varied career in criminal justice, hospital administration. community organization, and case management prior to entering the field of fiduciary practice.
For the past ten years Peggy has been with Care Coordinators, Inc. a private fiduciary practice and geriatric care management company serving Pima County for over 20 years. In January 2006 Peggy, along with her partner, Julie Brogna, purchased Care Coordinators from founders Robin Fuller and Dolores Rusnak.
Peggy is also a partner with VN Media Group/Xtep Records which has recently released it's second jazz album by Synergy Quartet, "Later" featuring grammy award artist Bill Evans, Paul Wertico and Harvie S. An aspiring jazz bassist herself, she enjoys playing jazz, blues and funk!
Community and Professional Affiliations:
- Arizona Fiduciaries Association Board Member
- National Guardianship Association Member
- Associate Member of the Mental Health and Elder Law and Probate and Trust Sections of the Arizona State Bar
- National Association of Geriatric Care Managers Member
- Arizona Episcopal Schools Foundation Board Member
Cathy Yoshida-Corella, CF
Maricopa County Public Fiduciary, Estate Administrator
222 N Central Ave., Suite 4100
Phoenix AZ 85004
Phone: (602) 506-7101
Fax: (602) 506-3003
email: yoshidac@mail.maricopa.gov
Cathy Yoshida-Corella has been with the Maricopa County Public Fiduciary (MCPF) since July 2007. She works as an Estate Administrator dealing with the conservatorship and probate estates administered by the Public Fiduciary's office. She previously worked for Childers & Berg, LLC as an estate administrator. Her past experience includes work as a licensed professional realtor for 10 years with Century 21, and as a financial/accounting administrator for 12 years in Arizona and Virginia. Cathy believes in giving back to the community and regularly volunteers at the ASU Lifelong Learning Center and has donated her time to the West Valley Child Crisis Center and Glencroft Retirement Center.
Cathy earned her Bachelor of Arts degree in Communication Studies and a Graduate Certificate in Gerontology, both from Arizona State University. She completed the Arizona Supreme Court’s Fiduciary Certification Program and has been a certified fiduciary since 2005.
