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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. His 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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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. |
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Linda Zollars - Estate Administrator
Ms. Zollars has a Bachelor of Science Degree in Accounting from DeVry Institute of Technology. She has more than 20 years of experience in various accounting roles. Recently she served as a Cost Accountant for a large distributor of consumer electronics. Previously she was employed by a professional fiduciary performing daily administration of clients' real property, personal property and financial assets including stock and investment accounts. |
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Nathan Webster - Estate Administrator
Mr. Webster graduated from the University of Utah with a Master of Business Administration/Health Services Administration. He also holds a Bachelor of Music degree from Brigham Young University. Mr. Webster has extensive experience in media and marketing. Most recently, he worked for the Veteran's Administration Salt Lake City Health Care System as an administrative intern to the Associate Director. Mr. Webster is also a memeber of the Board of Directors for the Cued Language Network of America. |
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Debra Drennan - Estate Assistant
Ms. Drennan has worked in accounting and administrative roles for more than 30 years. She started with the Department of Revenue in Boston and more recently worked as an accounting assistant for Arizona State University's Tech Shop within their Information Technology division. |
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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Matt Arrasmith - Financial Analyst
Mr. Arrasmith served in the U.S. Navy as a radioman petty officer third class (RM3) and was stationed on the USS Antietem (CG-54) and USS Kirk (FF-1087). He received the Kuwait Liberation Medal, Operation Desert Shield Medal, and a Good Conduct Medal. Mr. Arrasmith has a Bachelor of Science in Global Business with a minor in Finance from Arizona State University. He has experience in financial management, corporate banking, investments and commercial lending. Most recently, Mr. Arrasmith worked for Capmark Finance, Inc. as a commercial loan portfolio manager. |
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. |
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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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