Certified Fiduciary Services

06/09/2026

Scenario: A 78-year-old widower has recently been hospitalized. His daughter is helping from out of state and discovers that bills are piling up, insurance paperwork is unopened, and there is no clear system for managing his finances or healthcare decisions. He is still able to express his wishes, but day-to-day management has become overwhelming.

This is a common point at which a fiduciary may be needed.

A licensed fiduciary can step in under the appropriate legal authority to help organize financial records, pay bills, coordinate with professionals, and carry out the person’s stated wishes. Depending on the situation, that authority may come through a power of attorney, trust, or court appointment.

A fiduciary is not a replacement for family—it is a professional role focused on acting in the person’s best interest, documenting decisions, and managing responsibilities that have become difficult for others to handle alone.

Situations that often prompt a fiduciary discussion include:
~Increasing difficulty paying bills or managing accounts
~Family members living in different states
~Complex trust or estate administration
~Cognitive or physical decline affecting daily management
~Family conflict about who should handle responsibilities

Educational takeaway: The best time to explore fiduciary options is usually before a crisis forces urgent decisions. Early planning gives the individual more input into who will help and how authority will be structured.

This post is for general information only and is not meant to be legal advice.

06/02/2026

Meet Our Property Team 🏡

At CFS, caring for and protecting the properties entrusted to us is an important part of serving our clients and their families. Our Property Team works diligently behind the scenes to oversee property maintenance, coordinate vendors, prepare homes for sale or moves, and help ensure both real estate assets and personal property are managed with care and attention to detail.

We're proud to introduce the two dedicated professionals who make up our Property Team:

✨ Alex Greene, Senior Property Manager
Alex joined the fiduciary industry in 2021 after building a successful career in real estate, relocation services, nonprofit leadership, and event coordination. With a degree in Business Marketing and more than a decade of real estate experience, Alex brings extensive knowledge and a client-focused approach to property management.

✨ Rebekah "Bekah" Rock, Property Assistant
Bekah joined CFS in April 2024 and brings valuable experience from both family law and estate planning environments. Her strong organizational skills, attention to detail, and commitment to client service make her an integral part of the Property Team. Bekah's diverse educational background includes an associate degree in Forensic Science along with certifications in crime scene investigation and fingerprint identification/photography.

Together, Alex and Bekah help ensure that all property receives the care, oversight, and attention it deserves. Their dedication supports our mission of providing compassionate and professional fiduciary services to those who rely on us.

Please join us in celebrating our Property Team!

05/25/2026

05/20/2026

At Certified Fiduciary Services, Inc., we know that compassionate guidance and trusted support begin with the people behind the work. Today, we’re excited to introduce four incredible members of our Estate Administration team! 👏

✨ Angela Mosienko – Senior Estate Administrator
Angela brings a strong financial and banking background, along with a passion for protecting elderly and vulnerable individuals. Her experience makes her an invaluable part of our team. Outside the office, Angela enjoys healthy living, spending time with family, and being outdoors.

✨ Karen Negrete – Estate Administrator
Karen combines over 15 years of paralegal experience with more than two decades in banking, creating a well-rounded foundation for serving our clients with care and professionalism. An Arizona native, Karen enjoys crafts, sewing, time with her grandchildren, and helping make a positive difference in people’s lives.

✨ Cindy Ross – Estate Administrator
With extensive experience in financial management, HR, and business operations, Cindy brings both organizational expertise and compassion to CFS. When she’s not supporting clients, she enjoys cooking, gardening, crocheting, and spending time with her family, grandchildren, and two dogs.

✨ Rachel Byrne – Estate Administrator
Rachel joined CFS with a background in banking operations, compliance, and Trust Administration. Outside of work, Rachel enjoys family time, the outdoors, movies, and cheering on her children at sporting events.

We’re proud to have such dedicated professionals serving our clients and community every day. Thank you to Angela, Karen, Cindy, and Rachel, for the care, knowledge, and heart you bring to Certified Fiduciary Services, Inc. 💙

05/13/2026

Double the birthdays, double the fun! 🎉

Sending big birthday love to our two May legends: Samuel Trommler and Gwen Kemnitz.

Thanks for bringing your energy, talent, and good vibes to the team. Hope your month is packed with cake, laughter, and everything you enjoy most! 🎂💫

04/29/2026

What do fiduciaries do? 🤔

A private fiduciary is a licensed professional who steps in to help manage financial, legal, and healthcare matters when someone can’t do it themselves—or after they’ve passed away.

✨ We can help with:
• Paying bills
• Managing trusts and estates
• Making decisions under a power of attorney
• Overseeing care and daily needs

💼 We serve in roles such as:
• Trustee
• Personal Representative
• Agent under a Power of Attorney (Financial or Medical)
• Court-appointed Guardian or Conservator

Our goal? To bring clarity, stability, and peace of mind during life’s most challenging moments—whether that means managing finances, guiding important decisions, or coordinating care and housing.

💙 You don’t have to navigate it alone. Reach out to us to schedule a consultation.

04/23/2026

Meet the trusted professionals helping guide our clients with integrity and expertise 👇 We’re proud to highlight our three licensed fiduciaries who are dedicated to putting your best interests first:

➡️Tara Lara, our Principal Fiduciary, has focused on trust administration, forensic accounting, financial management, and taxation.

➡️Susan Henley, who also specializes as a Care Advocate, has extensive background in Financial Exploitation and Elder Abuse and working with the court system.

➡️Gwyndolen Kemnitz, utilizes her knowledge and experience in both law and health care to help our clients and our team navigate complex legal, medical, and financial matters with professionalism, empathy, integrity and care.

As fiduciaries, they are legally and ethically bound to act in your best interest—every time.

04/08/2026

Happy 2-Year Anniversary, Rebekah Rock! 🎉

This week we’re celebrating two incredible years with Rebekah, our amazing Administrative Assistant/Property Assistant who truly does it all. From keeping our phones running smoothly, to managing schedules, to assisting with property management —she is the backbone of our daily operations.

Rebekah is incredibly smart, detail-oriented, and somehow manages to handle more in a single day than most could in a week. Her ability to juggle so many responsibilities with professionalism and grace never goes unnoticed. Simply put, our office would not run without her.

Thank you, Rebekah, for everything you do. We appreciate you more than words can say!

02/23/2026

Celebrating 4 Years with Lara Childers! 🎉

Today we’re recognizing Lara Childers, our incredible Office Manager, on her 4-year work anniversary.

Lara is the steady force behind the scenes who keeps everything running smoothly. From supporting IT needs and managing billing to handling the countless operational details that often go unnoticed, she truly helps hold it all together.

Her exceptional attention to detail, reliability, and commitment to excellence make a difference every single day. She anticipates needs, solves problems before they grow, and ensures our team can focus on serving our clients.

We’re so grateful for her dedication and the care she brings to her role. Thank you, Lara, for four amazing years — we’re lucky to have you!