Jolanta joined the CSC team in 2020, bringing extensive experience in asset management, client relations, property oversight, and collaboration with legal, medical, and financial professionals—all while preparing for her fiduciary license exam. She is dedicated to delivering high-quality fiduciary services with meticulous attention to detail, professionalism, and compassionate client care.

Prior to joining CSC Fiduciaries, Jolanta built significant experience supporting professional fiduciaries in trust, estate, and conservatorship administration at several respected fiduciary and law firms. Her work included managing financial transactions, supervising staff, overseeing assets, and coordinating medical care on behalf of fiduciaries.

Jolanta’s qualifications include:

·        Bachelor of Science in Business Management

·        Over 23 years of administration and management experience across both profit and nonprofit sectors, including 12 years supporting professional fiduciaries

·        Bilingual in English and Polish

·        Associate Member of the Professional Fiduciary Association of California (PFAC)

We are delighted to have Jolanta’s compassion, expertise, and leadership on our fiduciary team, and we are confident that our clients will greatly benefit from her care and professionalism.