About

Deni is graduate of the University of Michigan and The Drucker School of Management.  She also earned her Certificate of Fiduciary Management from the California State University in Fullerton.

Before becoming a Professional Fiduciary, Deni worked as a Project and Partner Manager in the lifestyles and entertainment space for companies such as Yahoo, Fox, and CBS.  Clients will benefit from Deni’s experience in the fast-paced tech world – it is where she honed her keen attention to detail and demonstrated a proven ability to manage complex relationships in multiple arenas.  Deni also worked with a wealth management firm in the Los Angeles area where she balanced portfolios and helped with financial planning to meet client’s financial goals.

Deni is a resident of South Pasadena and has resided in the San Gabriel Valley since 1979.  Over the years Deni has been actively involved with the community including serving as Board Member and President of the Pasadena Audubon Society, Board Member of the Five Acres Auxiliary, and 12 years as a volunteer member for the Tournament of Roses.

Deni is an active member of the Professional Fiduciary Association of California and the Fiduciary Round Table of San Gabriel Valley.

Life is a garden of delights