Welcome!

Message from the Board

We appreciate your interest in and support of the Arizona Fiduciaries Association. We hope that you find the Association site a useful resource for your practice. Continue to check back often for for educational opportunities, designed to provide continuing education credit for Arizona Fiduciary License holders; industry resources; and news and announcements regarding opportunities and benefits offered to our members. We would like to thank you for your dedication to our profession and for helping to make our organization a success.


Officers

Jeanette Bloss, President

Jeanette is the sole member and manager of JSB Fiduciary & Estate Management Services, LLC.  In 1988 fate led her to a temporary legal secretary position with a small law firm in Tucson that focused on probate and estate planning law, and she never looked back.  Jeanette found herself not only loving the area of probate law, but the ability to help people plan for the future management of their estates and to help families through the sometimes complex and overwhelming arena of trust, estate, guardianship, and conservatorship administrations.  The temporary position lasted for 15 years during which Jeanette developed her paralegal career.   Jeanette continued her career serving the attorneys of Mesch Clark Rothschild (2003-2013) and the firm of Fletcher Struse Fickbohm & Wagner (2013-2015).  She now uses her paralegal experience as an adjunct faculty instructor in the Paralegal Program at Pima Community College. With a strong desire to serve the Tucson community on a more personal level, Jeanette obtained her fiduciary license from the Arizona Supreme Court in 2008.   After a few years of double-duty between her paralegal job and fiduciary clients, Jeanette founded JSB Fiduciary & Estate Management Services, LLC.  She now dedicates herself full-time to serving the needs of her fiduciary clients, and the elderly and special needs community.   In her spare time, Jeanette proudly serves as a Court Investigator for the Pima County Superior Court, a service she believes is critical to the protection of vulnerable adults and children.   Jeanette is a Certified Paralegal, has an Associate degree in Accounting, is a member of NALA and the Arizona Paralegal Association, and a legal support member of the Pima County Bar Association.   Jeanette joined the Arizona Fiduciaries Association after obtaining her license and was elected to serve as a member of its governing Board in 2015, its Vice President in 2016, and is currently serving as its interim President.   She is a recurrent speaker on fiduciary and court investigator topics for the AFA, and has presented on these topics for NAELA, the Pima County Bar Association, and local professional groups. Jeanette is the mother of two near-perfect children and credits them for teaching her everything she needed to know about how to multi-task, problem solve, laugh in the face of stress, and find patience to deal with difficult people and situations, all while in a sleepdeprived state!   

Website: http://www.jsbfiduciary.com/
        

Stephanie McCollum, Vice-President

Stephanie is a Licensed Fiduciary and the owner of Fiduciary Management Specialists LLC.    She is presently the Vice President of the Arizona Fiduciary Association.  She has worked as a Fiduciary for over 15 years.  She is dedicated to giving each of her clients the highest level of personalized professional service.   Stephanie graduated Summa Cum Laude from Northern Arizona University with a Bachelors in Business Administration.  Stephanie attended Arizona State University, College of Architecture, and, before switching to the fiduciary field, worked as an Architectural Project Manager designing and managing commercial and public projects.

Website:  http://www.fmsarizona.com/

Julie Brogna, Treasurer

Julie is Co-Owner and Director of Care Coordinators Inc. She is a Licensed Fiduciary with the State of Arizona and a National Certified Guardian.  Julie holds a Bachelor of Science degree in Business Management from the University of Phoenix.‚Äč Julie has over 20 years of experience in the fiduciary industry and 12 years in the banking industry.

Website:  www.carecoordinatorsinc.com


Nicole Cundiff, Secretary

Nicole is a Partner and Vice President of Business Operations at Condit and Associates, LLC. She is a licensed fiduciary in the state of AZ and a National Certified Guardian. She has over nine years of experience in the fiduciary industry.  

Website: http://www.conditandassoc.com/

At Large Board Members
        
               

Jason Cobb
Compass Fiduciary Group

Jason Cobb is the Principal Fiduciary and the co-owner of Compass Fiduciary Group, LLC. He is a graduate of Arizona State University with a Bachelor of Science degree in Kinesiology. During his studies, he focused on the development of children and adults with special needs and the therapeutic effects of sensory integration on children with Autism and Down’s syndrome. Jason has over 19 years combined fiduciary and financial management experience and is proud of his company’s culture of service and protection over Arizona’s vulnerable populations. He is the Immediate Past President of the Arizona Fiduciaries Association and has served on the Board for Gompers and as a Public Member on the State Bar of Arizona Board of Governors.

Jeanne Drabiak
Compass Fiduciary Group

Jeanne Drabiak is partner and co-founder of Compass Fiduciary Group, LLC.  She graduated from The University of Akron majoring in Sociology and minoring in Community Services Technology.  She worked with the homeless, the disabled, and elderly populations and later served on the Board of Directors for the Battered Women’s Shelter of Summit and Medina Counties in Ohio.  After moving to Arizona in 2008, she focused her career in the fiduciary industry. With over 20 years of service to vulnerable populations, Jeanne is a committed, sincere advocate for the community.

Lamar Harner
RLH Fiducary, LLC

R. Lamar Harner is a Certified Fiduciary in the State of Arizona and started his private fiduciary firm, RLH Fiduciary, in 2011. He has been appointed as a conservator, guardian, trustee, personal representative and special investigator and has continuing appointments in these roles He was a Contract Accountant for the Maricopa County Probate Court Accountant’s Office, from June 2009 through June 2014 for which he reviewed annual accounts submitted by conservators and made recommendations to the Court.  Lamar is a Certified Fraud Examiner and Certified Public Accountant with over twenty-five years of experience in forensic accounting and fraud examination. He has also served the Court as a Special Master and as a Receiver in various matters and has testified as an expert witness on numerous financial issues. Lamar has a bachelor’s degree in accounting from Arizona State University and speaks conversational Spanish.

Christopher Leas
Reliance Fiduciary

Christopher Leas is a Partner & Director of Estate Services for Reliance Fiduciary. Chris began his fiduciary work in 2016 as a solo practitioner and supervises all aspects of services provided by Reliance Fiduciary. In addition, Chris works closely with other professionals such as CPAs, Geriatric Care Managers, Financial Advisors, Fiduciaries, and other specialists to ensure an overall health and financial well-being for a client. Chris graduated from University of Phoenix and obtained his Bachelor’s degree in Business Management. Previous to becoming a fiduciary, Chris has worked as a paralegal for an attorney in the Probate Court. Chris also worked for a number of years on an emergency ambulance as an EMT for Southwest Ambulance and proudly served as an Amphibious Assault Vehicle Operator in the United States Marine Corps during Operation Iraqi Freedom. Chris brings both his medical skills of being an EMT, the discipline and dedication of being a Marine, and knowledge of Probate from being a paralegal to his fiduciary services

Jen Murray
Maricopa County Public Fiduciary

Michele Peavy
Coconino County Public Fiduciary

Coy Vernon
Childers & Coventry

Coy Vernon is licensed fiduciary, board member of the Arizona Fiduciary Association, principal, and Director at Childers and Coventry, LLC. As a licensed fiduciary, Coy supervises C&C’s Health Service Advocates, accounting review, asset management, budgeting and sustainability for wards/estates, investment account review, vendor approval, in addition to his duties as a partner at the firm. Coy also assists Childers and Coventry’s Health Service Advocates in areas such as client relocation, coordination of delivery of property to clients, as well as assistance with client recovery, care management intervention and client stabilization when necessary. In one such case, Coy travelled to Central America and successfully, located, managed medical treatment to stabilize the client for travel, coordinated all travel with medical flights, negotiated with customs and embassy personal to obtain approval to leave Central America and for re-entry to the U.S. without the clients passport, and safely returned the client to U.S. soil for further treatment. Coy is an alumnus of the University of Arizona, an active Real Estate Agent, has attended trust administration courses at Cannon Financial institute at Pepperdine University, and is a licensed contractor in the state of Arizona.

2019 Contact List.pdf


         
Arizona Fiduciaries Association
Executive Director: The Carlson Group, LLC
Mailing Address: 8987 E Tanque Verde #309-125 Tucson, AZ 85749
Telephone: (520) 338-0840  Fax: (814) 286-3953  execdirector@azfid.org