[Staff] Adams & Associates Professional Private Fiduciaries

Staff

Therese Adams, Esq., CLPF and her associates have more that 20 years of trust administration experience and are offering private fiduciary services to clients in the Sacramento Metropolitan and Northern California region.

Ms. Adams has a Bachelor of Science Degree in Business Administration and a Masters degree in Business Administration from California Coast University. She received her Juris Doctor from Lincoln Law School of Sacramento and holds the Associate of Risk Management (ARM) Certificate from the Insurance Institute of America.

Ms. Adams is a California Licensed Private Fiduciary and holds license number 284. Ms. Adams is a general member of the Professional Fiduciary Association of California. In addition, Ms. Adams is an active member of the State Bar of California and the Estate Planning Section of the State Bar of California. She is also a member of the Bar Associations in Sacramento, Placer,
Yuba, and Sutter counties.

Therese A. Adams is a member of Ed Slott's Elite IRA Advisor Group

Associates:

Joseph Arana

Mr. Arana is Managing Director and is responsible for the day to day management of the firm. Mr. Arana is completing his Degree in Accounting at McKinley College. Mr. Arana is the process of obtaining a private fiduciary license. Mr. Arana has more than 20 years of Corporate Management experience which enhances the firms fiduciary services to our clients. Mr. Arana is also fluent in Spanish.

David Buehler

Mr Buehler is an Assistant Private Fiduciary with Adams & Associates. Mr. Buehler brings over 33 years of domestic and international corporate management experience to this position along with his experience as caregiver to his parents. Mr. Buehler is familiar with the challenges of the family dynamic and has fashioned creative solutions to complex family issues. In his role at Adams & Associates, Mr. Buehler is assisting clients with arranging personal care, communication with family members, and management of his client’s financial assets. Mr. Buehler graduated from the University of Utah with a Bachelor’s degree in Speech Communication and a minor in business.

Beverly Barranti

Ms. Beverly Barranti joined Therese Adams in January 2002 as bookkeeper and was promoted to Office and Accounting Manager in July 2004, Ms. Barranti is responsible for Human Resources, Accounting and Office Administration for Adams & Associates.

Leticia C. Garcia

Ms. Leticia Garcia is an Assistant Private Fiduciary and assists the professional staff with technical projects. Ms. Garcia is completing her education at Sierra College and will pursue the private fiduciary license as soon as her educational requirements are met. Ms. Garcia is fluent in Spanish and Portuguese. Ms. Garcia is also a Notary Public.

Adams & Associates employees who act as Private Fiduciaries are members of PFAC. All fiduciaries affiliated with the Professional Fiduciary Association of California (PFAC) must fulfill educational and experience requirements. In addition, PFAC members are governed by a stringent Code of Ethics. PFAC members must meet annual educational requirements and standards set by the organization.