About Via Fiduciary Services

At Via Fiduciary Services, our mission is simple: protect families and preserve legacies with integrity, compassion, and expertise.

The journey that led to this work is deeply personal. In 2016, I became the conservator for my mother after she was diagnosed with dementia. At the time, I was raising three children and balancing a full-time career, yet I stepped in to manage her care and her affairs. What I discovered was overwhelming—mortgages in arrears, seized bank accounts, unpaid taxes, and the emotional weight of watching my once-strong mother lose her independence.

Like many families, we were unprepared. And yet, through perseverance, love, and resilience, we survived. That experience revealed just how vital proper planning, trustworthy guidance, and ethical management truly are.

With over two decades of professional experience in healthcare administration, compliance, and auditing, I chose to turn my personal journey into my professional calling. Today, as a licensed fiduciary, I bring both lived experience and professional expertise to help families navigate the complexities of trusts, estates, conservatorships, and financial management.

Via Fiduciary Services was built on the belief that families deserve peace of mind—knowing that their loved ones and their legacies are in capable, caring hands. Our work is not just about managing assets or paperwork; it’s about honoring values, protecting dignity, and creating stability for generations to come.