Team Members
Three full-time Client Account Managers and one Project Manager/Office Administrator provide detailed administrative services for the business. The office administrator maintains records and supports the banking, real estate, and other functions. All staff coordinate with attorneys, CPAs, realtors, and medical service providers.
Jamie Rebagliati - CLPF, NCG
- Client Account Manager -
- Manage client’s Estates, Trusts, and Probate Estates.
- Responsible for investment analysis, researching Trust documents, complex tax filings –
including Estate and Entity filings, client care management and medical issues, fiduciary court
accountings, client accounting including bill paying, analysis of financial status and needs.
- Complex Estate and Trust management, including IPO stock valuation, exercise, and sale;
supervision of multiple residential units with deferred maintenance upgraded for enhanced
rental income; supervision of sale of commercial property, loan and reverse mortgage
applications.
Neeta Tagare - CLPF, NCG
- Client Account Manager -
- Manage client’s Estates, Trusts, and Probate Estates.
- Responsible for investment analysis, researching Trust documents, complex tax filings –
including Estate and Entity filings, client care management and medical issues, fiduciary court
accountings, client accounting including bill paying, analysis of financial status and needs.
- Complex Estate and Trust management, including IPO stock valuation, exercise, and sale;
supervision of multiple residential units with deferred maintenance upgraded for enhanced
rental income; supervision of sale of commercial property, loan and reverse mortgage
applications.
Angela C. Rodrigues - CLPF, NCG
- Client Account Manager -
- Manage client’s Estates, Trusts, and Probate Estates.
- Responsible for investment analysis, researching Trust documents, complex tax filings –
including Estate and Entity filings, client care management and medical issues, fiduciary court
accountings, client accounting including bill paying, analysis of financial status and needs.
- Complex Estate and Trust management, including IPO stock valuation, exercise, and sale;
supervision of multiple residential units with deferred maintenance upgraded for enhanced
rental income; supervision of sale of commercial property, loan and reverse mortgage
applications.
Samantha Vaughan
- Project Manager/Office Administrator-
- Researching trust documents, tax and medical issues, manage fiduciary court accountings,
verify and process outgoing checks to vendors.
- Prepare, allocate, and route deposits for clients, oversee and follow up on pending tasks, and
compile documentation for CPAs, attorneys, and realtors.
- Manage client’s estates, trusts, and probate estates.