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Peter Frenette, MBA - Chief Executive Officer
 Mr. Frenette is a Certified 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, and is a Registered Guardian through the National Guardianship Foundation. Mr. Frenette was previously the Claims Manager and Reinsurance Manager for the Medicaid Program in Arizona (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 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. He is a member of the Arizona Fiduciary Association, the National Guardianship Association, and an Associate Member of the Arizona State Bar.
Stephanie McCollum - Estate Manager
Ms. McCollum is a Certified Professional Fiduciary. She received her Bachelor of Arts in Business Administration from Northern Arizona University. Ms. McCollum has experience in financial management for vulnerable adults, estates and trusts. She is a member of the Arizona Fiduciary Association, the National Guardianship Association, and an Associate Member of the Arizona State Bar. |
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Gerald Tennison, JD – Sr. Estate Administrator
Mr. Tennison has over 35 years of trust administration experience working with several of the largest financial institutions in the country. Mr. Tennison attended the Canon Trust School and received his Bachelor of Science degree, with an emphasis in accounting, from the University of Colorado and his Juris Doctorate from the University of Denver College of Law. His experience includes trust operations, trust administration, probate administration, and advanced estate planning. Prior to joining the Sun Valley Group, Gerald was a vice president and senior trust officer with US Trust Bank of America's Private Wealth Management Group. He has held senior positions with Marshall & Ilsley Trust Company, Security Pacific Bank of Arizona, and First Interstate Bank. He is a member of the Central Arizona Estate Planning Council, YMCA Endowment Committee, and the Phoenix Children's Hospital Advisory Committee. Mr. Tennison is also a board member of the Phoenix South Mountain YMCA.
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Jennifer Murray - Estate Administrator
Ms. Murray 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. Most recently Ms. Murray worked for the Town of Gilbert Police Department.
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Chris Noble - Estate Administrator
Mr. Noble has a Bachelor of Science in Business Administration with a minor in Management from Northern Arizona University. He has over ten years of experience in customer service, finance, and management. Most recently, Mr. Noble worked for Concord Mortgage as the Corporate Administrator. |
| Liza Fromkes - Estate Administrator
Ms. Fromkes received her Bachelor of Fine Arts in Vocal Performance from the University of Arizona. She has nine years of experinece in finance, providing clients with creative solutions to help them establish long term financial goals. Most recently, Ms. Fromkes held a position of a Trust Specialist with Johnson Bank where she was responsible for complex wealth management issues. Ms. Fromkes volunteers her time with local community theatres, and is a member of the East Valley Estate Planning Council.
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Lisa Thomas - Estate Assistant
Ms. Thomas has worked in accounting, customer service, and various administrative roles for more than 15 years. She started with Gowan Company and The Dune Company, Yuma's largest agricultural firms, as the Accounting Assistant. Most recently worked for Schwark, Vaughn and Perry, CPA's, Yuma's first accounting firm, as the Administrative Secretary. |
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Julie Jones - Accounting Specialist
Ms. Jones has a Bachelor of Science degree in Accounting from the University of Phoenix and has more than 15 years of experience in Accounting and Finance. Her background includes working within Corporate, Public and Private business levels of Accounting. She held a long-term position as Senior Accountant/Internal Auditor for a Nationwide Firm based in Tucson. |
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Michael Satre - Accounting Specialist
Mr. Satre has worked in administrative and customer service roles for the past 10 years. He previously held positions with CPA Advantage Realty, LLC and Caremark, a pharmacy benefits management company. |
Talia Coon - Operations Administrator
Ms. Coon has an AA in Criminal Justice from Remington College and has worked in various legal and administrative roles over the past five years. Most recently, she worked as a legal assistant at the Weingart Law Firm. |
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In addition, we provide Care Management services through Arizona Care Management, a division of The Sun Valley Group, Inc. Our Care Management staff works closely with our Fiduciary staff to provide full service Care Management and Fiduciary services.
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