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Peter Frenette, MBA - Chief Executive Officer
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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
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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
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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
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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
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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
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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
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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
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Lisa Thomas - Client Services
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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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