Our Team

Mia started the company to share her advocacy skills with clients seeking help managing their resources and planning for future needs.  She brings broad experience with estate planning attorneys, financial management of various businesses and individuals, and an understanding of care management through her work for other fiduciaries. She has a background in business and political journalism and also has training in non-violent communication. Mia’s community volunteer work included serving as a crisis worker for battered women, a community mediator in a large, rural Northern California county, a financial secretary of a small Bay Area nonprofit, and was a founding member of the Coalition to Save San Leandro Hospital. She holds a degree in Economics from Humboldt State University and went through her California fiduciary training at UC Riverside. 

Mia is a member of PFAC–Professional Fiduciary Association of California (pfac-pro.org) and NGA–National Guardianship Association (guardianship.org) and holds California Professional Fiduciary License #1077.

James is the Senior Fiduciary for the firm, specializing in clients with sophisticated financial holdings. He also enjoys helping those with hearing issues and those who wear glasses.  He has worked at the old Pacific Stock Exchange, The Christian Leprosy Mission in Bangkok, Thailand, Mechanics Bank, and the Financial Industry Regulatory Authority.  James is an Alumni of Diablo Valley College in Pleasant Hill, San Francisco State University, and has a certificate in Fiduciary Management from UC Riverside.​ 

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James is a member of PFAC–Professional Fiduciary Association of California (pfac-pro.org) and holds California Professional Fiduciary License #1190.

Jodie does the financial tracking and reporting for Mia’s Fiduciary Services.  She has been doing similar work for fiduciaries and estate planning attorneys since 2015. Her previous career concentrated on management information systems and project management for Bank of America and other Bay Area companies. She has a graduate degree in Information Systems Management from UC Berkeley and a certificate in Fiduciary Management from UC Riverside.

Katherine provides operational support for the Mia’s Fiduciary Services team. An administrative professional for over 30 years, she has supported a variety of client-centered businesses, including medical offices and estate planning attorneys. She has a degree in Career and Technical Writing from San Francisco State University. 

Jared is a Junior Fiduciary/Client Care Specialist at Mia’s Fiduciary Services.  He brings experience from his previous roles in banking, IT, and design.   Jared has his Bachelor’s of Applied Arts and Sciences from University of North Texas, specializing in Economics, Business Management, and Information Technology.  He also has certificate from San Francisco State in Music Business and Audio Engineering. Jared is pursuing his fiduciary license and expecting to complete fiduciary coursework in 2025.

Luis is an Associate/Client Care Specialist at Mia’s Fiduciary Services.  He has project coordination and customer service experience from previous positions. Luis is finishing his AA degree and has certificates in graphic design and branding and visual identity management.