About Private Client Fiduciary Corporation

 

 

The Private Client Fiduciary Corporation team of professionals brings extensive experience in financial management, care management, and fiduciary services, providing consultation and coordination to meet each client’s preferences, resources, and challenges.  

Whether services are needed for business professionals, families in crisis, or for long-term individual care coordination, our trained professionals assist clients through a wide variety of life’s challenges. We coordinate our services with individuals, families, courts, and other professionals to create arrangements that are specific to the client's preferences, needs, or resources. 

In every role we take on, our client’s well-being remains paramount to our work.

We proudly serve as members of the National Guardianship Association (NGA) and Washington Association of Professional Guardians (WAPG). We carry Fiduciary Professional Liability Insurance for every fiduciary service we provide.

 

About Our Team

 

 
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Denise Meador, CPG

Director

Denise brings over 30 years of banking, finance, and real estate experience to her role at Private Client Fiduciary Corporation. She worked in banking for 25 years as a First Vice President, developing her business expertise and acumen before transitioning to support clients in need of professional fiduciary services.

Denise has served in a number of community positions including President of a nonprofit that provided transitional housing, a Board Member of a local housing authority, and a client advocate for those under guardianship. Additionally, she holds experience working in a guardianship agency.

Denise’s degree in Business Administration and Certificate in Professional Guardianship from the University of Washington equip her to provide the highest quality of fiduciary support.

 

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Nicole Jordan, CPG, MS

DIRECTOR OF CARE MANAGEMENT

Nicole holds extensive experience in the social service field, working directly with clients and their service providers to improve client’s well-being and ensure that daily needs are met. She has provided care for those with developmental disabilities, mental health diagnoses, cognitive deficits, and traumatic brain injuries, advocating for their medical and mental health needs, delivering placement options and care plans, and ensuring quality care on behalf of her clients through direct care staff, assisted living facilities, adult family homes, and hospital providers.

Nicole’s true passion is serving as an advocate for incapacitated and developmentally disabled adults. Prior to her time with Private Client Fiduciary Corporation, she worked in the field of guardianship for six years as a personal advocate and as a service provider for a community supportive living agency, contracted by the Developmental Disabled Administration.

Nicole holds Master of Science degrees in Addiction Counseling and Geropsychology, a Bachelor of Arts in Sociology from Central Washington University, and a Certificate in Professional Guardianship from the University of Washington. 

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Jeannie Zech

Senior Financial Manager

With 27 years of management experience in banking, mortgage, and property management, Jeannie brings extensive customer service skills to her role at Private Client Fiduciary Corporation. She is at her best when she is working with people. Her ability to communicate, organize, and execute with both focus and compassion results in exceptional service for her clients.

Prior to her time with Private Client Fiduciary Corporation, Jeannie served 24 years in banking as a Vice President where she developed the ability to connect finance with the needs and dreams of the individuals she served.

Jeannie volunteers regularly in the community. She brings that passion for serving the community to her fiduciary work, taking great pride in using her skills to make people’s lives easier.

 

Care Management

 
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Carrie Wilson, CPG

Care Manager 

Eighteen years of supporting special education students as a Certified Speech Language Pathology Assistant has given Carrie a unique skill set that supports a variety of those in need. Carrie has raised her own child with Autism and understands the complexities, frustrations, and joys of parenting a child with special needs. As such, she is well-versed in assisting others in obtaining and maintaining services through the Department of Social and Health Services and the Division of Developmental Administration.

As a Certified Professional Guardian, Carrie's approach to Care Management utilizes a person-centered decision-making model, advocating for least restrictive choices and ways to communicate the needs and wants of the individual. She is a board member of two nonprofit organizations in North Snohomish County that provide housing for low-income individuals with disabilities, and was previously an instructor for the University of Washington Guardian Certificate Program.

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Amy Stelljes, CPG

Care Manager 

Amy has over twenty years of experience as a professional guardian and is committed to ensuring clients’ independence and dignity as their care needs transition. She enjoys working with and being an advocate for clients who have intellectual and physical disabilities, mental health diagnoses, and dementia. Amy focuses on communication and collaboration with individuals and their families, care providers, facilities, and community programs to develop support and resources for daily and long-term needs. She is experienced with assisting clients during the challenges of relocation and homelessness.

Amy originates from Connecticut and graduated from the University of Wisconsin-Madison. She is a certified professional guardian through the State of Washington Office of Administrative Courts.

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James Elzie

Care Manager

James holds a bachelor’s degree in Society, Ethics, and Human Behavior with a minor in Human Rights from the University of Washington. Prior to Joining PCF James provided care as a certified nursing assistant, taking special interest in memory and dementia care.

James has served others as both a caregiver and Care Manager for a nationally recognized chain of home care services. His work ethic is informed by his time as a primary caregiver, and he brings that compassion and commitment to his work as a Care Manager for Private Client Fiduciary. James is excited to have the opportunity to continue to advocate for those in need. 

As the surviving spouse of a cancer victim, James carries a uniquely well-informed sense of empathy and understanding for those in need of care.  He looks forward to many more years of providing stewardship and guidance in his role at Private Client Fiduciary. 

 
 

Legal and Financial Services

 
 
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Virginia Sprague

Legal services 

Virginia’s greatest pleasure has been serving families and individuals in her community. Virginia served as a Program Director for the largest human service agency in Snohomish County for 13 years, then as a Grant Writer for various non-profit agencies throughout Snohomish County for 5 years. She also has 10 years of experience as a Paralegal/Legal Assistant. 

Virginia has earned recognition for her hard work and dedication in numerous community positions. These include:

Chair for the Washington State Food Coalition, President of the Snohomish County Food Bank Coalition, Board Member for Snohomish County FEMA and United Way of Snohomish County Family Matters Vision Council, Board Member for the Washington State Emergency Food Assistance Program, Board Member for the Federal Emergency Food Assistance Program, and Member of the Snohomish County Homeless Task Force

Virginia brings her tremendous experience working with vulnerable individuals, and financial and legal skills acquired over the years to serve those in need once again.

 
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Brenda Chavez

Financial Coordinator

With fifteen years’ experience in the legal field, Brenda brings the ability to streamline office responsibilities to ensure an efficient and effective office. Her skills include customer service, accounts receivable and payable, automated payroll, and numerous computer applications.

With a passion for helping others stemming from her youth, Brenda brings strong commitment and dedication to all her clients. She takes pride in providing her clients and others around her with the best care and results possible. During her years of service as paralegal to an immigration attorney, Brenda provided personalized legal services for clients from all parts of the world and brought families together.

Outside of work Brenda enjoys attending baseball games, hiking, exercising, reading, spending time with family, friends, and her wonderful two dogs, and loves the Seahawks.

 

 

Credentials

Members of the National Guardianship Association (NGA) and Washington Association of Professional Guardians

We carry Fiduciary Professional Liability Insurance for all the fiduciary services we provide.

We are licensed, bonded, and insured.