Welcome!

Message from the Board

AFA 2023-24 Officers

President
Coy Vernon | Coventry, Vernon & Roberts

Coy Vernon is licensed fiduciary, board member of the Arizona Fiduciary Association, principal, and Partner/Director at Coventry, Vernon and Roberts, LLC. As a licensed fiduciary, Coy supervises CVR’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 Coventry, Vernon and Roberts 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.

Vice President
Lamar Harner |
RLH Fiduciary, 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.

Treasurer
Julie Brogna | Care Coordinators, Inc.

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.

Secretary
Deborah Gilliland | The Families Advocate

Deborah Gilliland is a licensed fiduciary in the state of Arizona and a National Certified Guardian. She graduated Cum Laude from Grand Canyon University with a Bachelor’s Degree in Business Management. She is a member of the Arizona Geriatric Society and National Guardianship Association.  She has dedicated the past 16 years to advocating for those with developmental disabilities, serious mental illness, and for vulnerable adults.  She is family oriented and enjoys spending time with her grandchildren.


AFA 2023-24 At Large Board Members                     

Kathryn Blair | Yavapai County Public Fiduciary

Kathryn Blair is a licensed fiduciary and has served as the Director of the Yavapai County Public Fiduciary since 2018.  Kathryn holds a Juris Doctorate degree from the Whittier College School of Law in CA.  Prior to relocating to AZ in 2016, she had an extensive career in the compliance sector of the financial services industry. Kathryn is also a member of the National Guardianship Association, the AHCCCS Behavioral Health Planning Council, and is an adjunct instructor in the paralegal studies program at Yavapai College in Prescott, AZ.

Lindsay Brown | Professional Fiduciary at Condit & Associates

Lindsay M. Brown (LMB), Licensed Fiduciary # 20928, 2020; AAS Paralegal Studies 2015, BS in Criminology. Six plus years’ experience in trust, probate, and estate administration; roles including estate administrator, paralegal, foreclosure specialist, and legal assistant. Joined Condit & Associates in 2022.

Lina Garcia | Maricopa County Public Defender

Lina Garcia is a licensed fiduciary and board member of the Arizona Fiduciary Association. She previously served as the Director/Principal for the Maricopa County Public Fiduciary. Lina obtained her Bachelor’s in Business Management from ASU’s WP Carey School of Business before earning a JD from ASU’s Sandra Day O’Connor School of Law. Lina worked in the banking industry for 8 years before shifting to the legal field and is currently serving as the Deputy Director for the Office of the Public Defender.

Patricia Grenier | Elite Fiduciary Services

Patricia Grenier is the sole owner of Elite Fiduciary Services, LLC, a mother to three boys, and a member of the board of directors for the Arizona Fiduciary Association. Patricia has been working in the field of probate, trust/estate administration and case management for the vulnerable population since 2004 and she has been serving as an Arizona Supreme Court Licensed Fiduciary since 2011. Prior to starting her professional private practice in 2017, Patricia worked as the Senior Estate Administrator for Childers & Coventry, LLC (formerly Childers and Berg, LLC) for 13-years, managing the most complex of cases, assisting with the management of operations, and training staff including other licensed fiduciaries. Throughout the years, Patricia has helped many other fiduciary’s process accountings and navigate the Arizona probate Court system. Prior to her fiduciary experience, Patricia worked in a diverse range of careers, including nursing, care management, banking/financing and business management. In her free time, Patricia enjoys spending time with family, traveling, doing anything outdoors, and cooking. Patricia’s vast knowledge and experience, mixed with her diverse professional background, provides the perfect foundation for identifying and understanding client needs, working diligently under pressure and communicating with clients, families and other professionals in the industry to carry out a wide scope of fiduciary responsibilities, exhibiting the highest degree of trust, integrity, loyalty, accountability and fidelity in all relations.

Ann Lander | Salt River Pima Maricopa Indian Community

Ann Marie Lander is licensed fiduciary and National Certified Guardian with Salt River Pima Maricopa Indian Community. She worked for 6 years in the Maricopa County Public Fiduciary office after 11 years of working in the private fiduciary sector.  Shortly after joining the Public Fiduciary’s office, she joined the management team in efforts of educating the new and aspiring fiduciaries.   Ann has extensive background working with all vulnerable populations, ranging from cases of exploitation, the elderly population, SMI populations, and the DDD population.   Prior to her fiduciary experience, Ann worked in non-profit community-based programs advocating for seniors to maintain independence as long as possible. 

Shawnie Patterson | Maricopa County Public Fiduciary

Shawnie Patterson has worked in the behavioral health field in Maricopa County since 1993. Shawnie began fiduciary work in 2003 when she joined the Maricopa County Public Fiduciary as a guardian administrator. Twenty years later, she remains with the Public Fiduciary in the role of Fiduciary Manager. Public guardianship is her passion, and she plays in integral role within one of the largest public fiduciary departments in the nation. Shawnie holds a Bachelor of Arts degree in Behavioral Science, a fiduciary license through the Arizona Supreme Court, and is a National Certified Guardian through the Center for Guardianship Certification. Shawnie is a wife, mother, and former Ironman triathlete. She currently spends her free time fishing, playing on roller hockey leagues with her family, or improving in her newest hobbies of woodworking and gardening.

         
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