About Private Client Fiduciary Corporation
The Private Client Fiduciary Corporation team of professionals brings extensive experience in financial management, care management, and fiduciary services, providing consultation and coordination to meet each client’s preferences, resources, and challenges.
Whether services are needed for business professionals, families in crisis, or for long-term individual care coordination, our trained professionals assist clients through a wide variety of life’s challenges. We coordinate our services with individuals, families, courts, and other professionals to create arrangements that are specific to the client's preferences, needs, or resources.
In every role we take on, our client’s well-being remains paramount to our work.
We proudly serve as members of the National Guardianship Association (NGA) and Washington Association of Professional Guardians (WAPG). We carry Fiduciary Professional Liability Insurance for every fiduciary service we provide.
About Our Team
Denise Meador, CPG
Director
Denise brings over 30 years of banking, finance, and real estate experience to her role at Private Client Fiduciary Corporation. She worked in banking for 25 years as a First Vice President, developing her business expertise and acumen before transitioning to support clients in need of professional fiduciary services.
Denise has served in a number of community positions including President of a nonprofit that provided transitional housing, a Board Member of a local housing authority, and a client advocate for those under guardianship. Additionally, she holds experience working in a guardianship agency.
Denise’s degree in Business Administration and Certificate in Professional Guardianship from the University of Washington equip her to provide the highest quality of fiduciary support.
Nicole Jordan, CPG, MS
DIRECTOR OF CARE MANAGEMENT
Nicole holds extensive experience in the social service field, working directly with clients and their service providers to improve client’s well-being and ensure that daily needs are met. She has provided care for those with developmental disabilities, mental health diagnoses, cognitive deficits, and traumatic brain injuries, advocating for their medical and mental health needs, delivering placement options and care plans, and ensuring quality care on behalf of her clients through direct care staff, assisted living facilities, adult family homes, and hospital providers.
Nicole’s true passion is serving as an advocate for incapacitated and developmentally disabled adults. Prior to her time with Private Client Fiduciary Corporation, she worked in the field of guardianship for six years as a personal advocate and as a service provider for a community supportive living agency, contracted by the Developmental Disabled Administration.
Nicole holds Master of Science degrees in Addiction Counseling and Geropsychology, a Bachelor of Arts in Sociology from Central Washington University, and a Certificate in Professional Guardianship from the University of Washington.
Jeannie Zech
Senior Financial Manager
With 27 years of management experience in banking, mortgage, and property management, Jeannie brings extensive customer service skills to her role at Private Client Fiduciary Corporation. She is at her best when she is working with people. Her ability to communicate, organize, and execute with both focus and compassion results in exceptional service for her clients.
Prior to her time with Private Client Fiduciary Corporation, Jeannie served 24 years in banking as a Vice President where she developed the ability to connect finance with the needs and dreams of the individuals she served.
Jeannie volunteers regularly in the community. She brings that passion for serving the community to her fiduciary work, taking great pride in using her skills to make people’s lives easier.
Care Management
Carrie Wilson, CPGC
Care Manager
Eighteen years of supporting special education students as a Certified Speech Language Pathology Assistant has given Carrie a unique skill set that supports a variety of those in need. Carrie has raised her own child with Autism and understands the complexities, frustrations, and joys of parenting a child with special needs. As such, she is well-versed in assisting others in obtaining and maintaining services through the Department of Social and Health Services and the Division of Developmental Administration.
As a Certified Professional Guardian, Carrie's approach to Care Management utilizes a person-centered decision-making model, advocating for least restrictive choices and ways to communicate the needs and wants of the individual. She is a board member of two nonprofit organizations in North Snohomish County that provide housing for low-income individuals with disabilities, and was previously an instructor for the University of Washington Guardian Certificate Program.
Amy Stelljes, CPGC
Care Manager
Amy has over twenty years of experience as a professional guardian and is committed to ensuring clients’ independence and dignity as their care needs transition. She enjoys working with and being an advocate for clients who have intellectual and physical disabilities, mental health diagnoses, and dementia. Amy focuses on communication and collaboration with individuals and their families, care providers, facilities, and community programs to develop support and resources for daily and long-term needs. She is experienced with assisting clients during the challenges of relocation and homelessness.
Amy originates from Connecticut and graduated from the University of Wisconsin-Madison. She is a certified professional guardian through the State of Washington Office of Administrative Courts.
Jay Wilson, CPGC
Care Manager
Jay comes to Private Client Fiduciary Corporation with an extensive background in Business Administration and Sales in a highly competitive industry. Jay’s commitment and attention to detail along with a strong desire to help others comes from having raised a child with Autism. This has allowed him to obtain a skill set that allows him to be an effective Care Manager.
Jay graduated from Carroll College in Helena, Montana with a degree in Business Administration. He has a certificate in Professional Guardianship from the University of Washington.
Jay devotes much of his free time as a Board Member to a non-profit organization that provides residential housing, care and recreational activities for people with intellectual disabilities in North Snohomish County.
Jay enjoys spending time with family, working and sports!
Heather Chase
Care Manager
Heather Chase joins Private Client Fiduciary as a Care Manager. She comes to us with an extensive background, having worked in the medical field for over twenty years. Her skills include medical insurance billing, assisting others in obtaining Medicaid and Medicare benefits, accounting, and business office management at a long-term care facility.
Heather is passionate about helping others, she is committed to making a difference. Her strong empathetic nature shines through.
Financial Management
Marissa Parker
FINANCIAL Manager
With an education in accounting, economics, and civil law, Marissa brings a rich history of 41 years in banking. Using her observant nature and intuition, she seeks to think broadly and deeply about a client’s circumstances to provide compassionate and proficient client management. She prides herself on her ability to notice details as well as the broad scope. Marissa believes in nurturing growth which is assisted by her 20+ years supervisory experience as a bank officer and member of the management team. As a member of the community, she shares her passion in educational outreach, watching things grow, and trail riding with her horse and daughter.
Julia Howard, CPGC
Financial Manager
Julia Howard launched her career with us here at Private Client after graduating from Southern New Hampshire University in May of 2020, with a degree in accounting and finance. Throughout college, Julia was a member of her college choir, Marketing Director for the accounting society, Treasurer of the style club, and a member of the Institute of Management Accountants. After graduating from an accelerated three-year bachelor's program, she moved from Vermont to Washington to start fresh, enjoy our beautiful state and begin a career she was passionate about. Julia brings nearly 6 years of experience in management and hospitality with her.
Along with her financial abilities, Julia considers herself very empathetic, and has always had a passion for helping those in need, no matter the circumstance.
Outside of work, she enjoys making music, painting, watching musicals, cooking for friends and family, and giving back to the community.
Brenna Fogerty
FINANCIAL MANAGER
Brenna graduated from the University of Washington with degrees in Business Administration and Technology Innovation Management. She brings with her a passion for helping others and a strong mind for organization. She uses her skills and her passion to manage the business activities in a customer centric fashion that ensures our client’s care and finances are managed with careful oversight and attention to detail.
Outside of work Brenna enjoys playing volleyball, hiking, traveling, and spending time with her family, friends, and dog.
Billy Moehrle
Financial Manager
Billy graduated from Western Washington University with a major in accounting and economics. He took the skills he learned in college into the banking industry, where he spent 8 years as a banker and branch manager. There he learned the importance of seeking out different perspectives and opinions to guide business decisions and help serve clients’ needs most effectively. Billy emphasizes the importance in following through on to clients and looking beyond the numbers to truly get to know clients on a deeper level in order to help them achieve their goals.
Outside of work Billy enjoys traveling, golf, cheering on the Seahawks and Mariners, cooking, and going on new adventures with family.
Viola Tenorio
Financial Manager
Viola has a master’s degree in International Business Management from The Thunderbird School of Global Management at ASU, and a bachelor’s degree in Business Administration from Seattle University.
She has 6 years of experience as a Financial Advisor at a national insurance company. She comes to Private Client Fiduciary after a deep-seated commitment to raise her daughters and care for her aging parents. Her years spent as a caregiver for her family, her experience as a financial advisor, and her education make her a perfect fit for a career as a Financial Manager.
Viola is originally from Guam and loves the diversity and commitment to family growing up on the island provided. Her deepest passion is spending time with her family and friends. Viola also enjoys making time for hot yoga, listening to music, and experiencing a variety of cuisines. She claims that the best therapy is laughter and taking regular power walks with girlfriends.
Administration
Mary Phelps
Administrative assistant
With over 30 years’ experience in various aspects of the medical environment, Mary brings a variety of skills to her administrative position at Private Client Fiduciary; including customer service, strong organizational abilities, writing and reviewing of policies & procedures, and working with computer systems. She provides caring and patience with clients, demonstrating her desire to provide the best service possible. Her ability to quickly learn and adapt to new computer systems is a definite advantage in her position.
In her previous positions Mary has developed training for staff on various computer applications as well as training on the skills needed to perform job duties that vary from receptionist to administrative roles. Her ability to provide step-by-step instructions and to adapt training to the individual’s needs while keeping their interest gave new employees the background needed to undertake their duties with confidence.
Personally, Mary enjoys reading technical manuals and watching “how to” videos, particularly related to her interest in computerized embroidery and quilting. She also enjoys traveling with her husband and spending time with her children, grandchildren, and the family dogs.
Credentials
Members of the National Guardianship Association and Washington Association of Professional Guardians.
We carry Fiduciary Professional Liability Insurance for all the fiduciary services we provide.
We are licensed, bonded, and insured.