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Staff Bios

Peter Frenette, MBA - Chief Executive Officer

Mr. Frenette is a Licensed Professional Fiduciary.He received his Bachelors of Science degree in Finance from The University of Utah,a Masters in Business Administration from the W.P. Carey School of Management at Arizona State University.Mr. Frenette was previously the Claims Manager and Reinsurance Manager for the Medicaid Program in Arizona also known as AHCCCS, where he supervised the processing of 1 million managed-care claims per month and reinsurance to health plans of excessive medical loss. In addition, he has managed the Phoenix office of Houlihan Valuation Advisors, a national consulting firm specializing in economic valuation and analysis for trust companies, banks, insurance companies and attorneys, and he was also a Senior Analyst with G.E. Capital Corporation where he developed computer models for analysis and funding loans. Mr. Frenette is a past Board Member and Past President of the Arizona Fiduciary Association and a National Certified Guardian by the Center for Guardianship Certification. He is also a member of the Arizona Fiduciary Association, the National Guardianship Association and is also an affiliate of the Elder Law & Mental Health and Probate & Trust Sections of the State Bar of Arizona but is not licensed to practice law in Arizona.

Liza Fromkes - Estate Manager
Liza Ms. Fromkes received her Bachelor of Fine Arts in Vocal Performance from the University of Arizona. She has nine years of experience in finance and trust administration, helping to provide clients with creative solutions to establish long term financial goals. Previously, Ms. Fromkes held the position of Trust Specialist with Johnson Bank where she was responsible for researching complex wealth management issues, new business development, management support and trust review. Ms. Fromkes is a member of the Arizona Fiduciary Association, the Central Arizona Estate Planning Council and is a past member of the East Valley Estate Planning Council. Ms. Fromkes joined the Sun Valley Group in 2008 and currently awaits her Certification as a Licensed Professional Fiduciary.

Jennifer Murray - Guardian/Estate Administrator
Jennifer Ms. Murray joined The Sun Valley Group, Inc. in 2006.She has a Bachelor of Science in Sociology from Arizona State University and a Masters of Organizational Management from University of Phoenix. She has ten years customer service, finance, banking, and fraud experience with Chase Cardmember Services. Previously, Ms. Murray worked for the Town of Gilbert Police Department.

Jackie Sepulveda - Guardian/Estate Administrator
Jackie Ms. Sepulveda is a Licensed Professional Fiduciary and came to us from Maricopa County Public Fiduciary where she worked for four years as a Guardian Administrator. She holds a Bachelor's Degree in Justice Studies and Master's Degree in Organizational Management. Ms. Sepulveda is knowledgable in human service relations, social services, legal topics and mental health treatments. Previously, she held positions as an Arizona Supreme Court Trainer for probation officers statewide, an Adult Probation Officer, and a Case Manager for both juveniles and adults within the Regional Behavioral Health Authority.

KatiePesta - Estate Administrator
Ms. Pesta received her Bachelor of Arts degree from the Hugh Downs School of Human Communication and a Masters in Business Administration from the W.P. Carey School of Business; both at Arizona State University. Ms. Pesta has five years of finance and banking experience as both a Personal Banker and a Branch Manager for Wells Fargo Bank. Previously she was a Compliance Administrator and was responsible for ensuring the proper management of Probate and Estate matters for Wells Fargo Auto Finance. Ms. Pesta is a member of The Institute of Internal Auditors.


Michael Satre - AccountingSpecialist
Michael Mr.Satre has 15 years experience in customer service and financial related fields.Previously, Mr. Satre held positions with Caremark, a pharmacy benefits management company. He also was a licensed Realtor and Office Manager for CPA Advantage Realty, LLC. Mr. Satre is actively working towards his bachelors degree.

Talia Coon - Office Manager
Talia Ms. Coon joined The Sun Valley Group, Inc. in 2008.She has an Associate in Applied Science focusing on Criminal Justice from Remington College and has worked in various legal and administrative roles over the past five years. Previously, she worked as a legal assistant at the Weingart Law Firm

Lisa Thomas - Client Services
Lisa Ms. Thomas joined The Sun Valley Group, Inc. in 2007. She has worked in accounting, customer service and various administrative roles for more than 17 years. Ms. Thomas started with Gowan Company and The Dune Company, Yuma's largest agricultural firms, as the Accounting Assistant. Previously, she worked for Schwark, Vaughn and Perry, CPA's, Yuma's first accounting firm, as the Administrative Secretary.

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