FIDUCIARY SERVICES FOR THE MODERN AGE
OUR TEAM
Meet the People Behind the Work
JOHN DEPIAZZA
President
Continuing the legacy of a military family who values service to humanity, John DePiazza is an Army veteran and West Point graduate with 28 years of active and reserve service. He lives his life guided by the West Point motto, “Duty, Honor, Country” and tries to serve as the “man for others” his Jesuit educators challenged him to be. John also seeks to provide clients with the operational excellence and outstanding client service his UC Davis MBA professors taught him. His experience with special needs trusts, estates, and conservatorships are second to none. John has previously held or currently holds a variety of professional degrees, licenses, and certifications. California Licensed Professional Fiduciary, Certified National Guardian, Certified Senior Adviser, and Residential Care for the Elderly Administrator are among those credentials.
KENDALL HOMER
Fiduciary
After 39 years as a general dentist, Kendall became a licensed fiduciary to continue his lifelong goal to help others improve their quality of life. He brings with him the duty to always put the interests of the client before all else. Having a son living with autistic spectrum disorder, he became interested in the fiduciary field after observing the challenges faced by people with disabilities as they make their journey through life.
Special needs trusts are Kendall’s primary emphasis currently as he gains experience in other areas of fiduciary practice.
Kendall lives with his two adult sons and loves to play tennis and be outdoors staying active.
MEGAN O'NEAL
Case Manager
Megan O'Neal has been an essential member of the AD Fiduciary family since 2017. Megan graduated from MTI College with a Paralegal Studies Degree. Megan loves to read and has a passion for animals.
ROB PARKS
Finance Manager
Originally from the Bay Area, Rob Parks serves as a Finance Manager for AD Fiduciary. Rob is a veteran of the United States Navy, where he served within the aviation field. He also holds a Bachelors of Arts Degree from Texas A&M University.
ANNA KENNEDY
Case Manager
Prior to joining AD Fiduciary, Anna owned a 6-bed care facility; she is a certified Residential Care Facility for the Elderly (RCFE) administrator. Through the daily tasks of the facility, Anna learned how to run the daily operations, assist the residents with their daily living activities and provide the care necessary for the residents to live in a stress-free environment; Anna is also a licensed pharmacy tech, experienced in working with long term care facilities pharmacies. Combining her experience and passion of working with the vulnerable of our society to keep their independence, Anna is coming on as Care Manager. In this position, she will be managing and coordinating such tasks as scheduling and keeping up with client’s medical needs and appointments, assisting them with daily living tasks such as paying bills, transportation needs, and medicine management.
In addition to care management, Anna is also taking on the role of case manager for clients as well, rounding out her ability to serve our clients.
When not at work, Anna loves spending time with family, watching her son grow up and teaching him arts and crafts, going to the movies, and cooking.
JULIE NEASE
Assistant Case Manager / Insurance Representative
Julie joined AD Fiduciary after 20 years in the insurance industry; her insurance specialty and focus was Commercial Property & Casualty risks; most recently she was working in commercial transportation (trucking) claims. Julie has also taught basic computers at a private school in Michigan and has worked in retail and hospitality industries in years past.
When not at work Julie can be found in the kitchen, cooking and baking, playing with her 10yr old Chiweenie (it’s a dog), or crafting and reading. Julie will be supporting the AD Fiduciary team with her business and insurance skills.
VERONICA WHEATON
Case Manager
Veronica joined the team after a long career as a college chemistry professor while also caring for the social, emotional, and financial needs of many family members.
In addition to her degrees in Chemistry and Education she also began certification in culinary arts, worked for the SSPCA, loves a good book and participates in running races for charity all while caring for family members.
SOO LEE DAVIS
Case Manager
After nearly three decades in the US Army, spanning various global assignments as a healthcare administrator, Soo Lee has chosen Sacramento as her permanent residence and is now embarking on a new journey: becoming a licensed fiduciary. With a degree from West Point and an MBA from Indiana University under her belt, Soo Lee brings a wealth of expertise to her latest endeavor.
As the sole child of an Army veteran father and a mother born abroad, Soo Lee understands the significance of having a reliable support system for aging parents, particularly from a distance. Following her father's passing in late 2022 and her subsequent efforts to relocate her mother from Texas to Sacramento, she gained firsthand experience in navigating the complexities of end-of-life care and ensuring her mother's financial and social welfare. She is committed to extending this support to others as a case manager and future licensed fiduciary, prioritizing her clients' best interests above all else.
Beyond her professional pursuits, Soo Lee remains dedicated to making a positive impact in her community. In addition to her caregiving responsibilities, she serves as an officer on a non-profit board committed to advancing educational opportunities for disadvantaged youth and providing leadership training for individuals and teams. Furthermore, Soo Lee contributes her time as a substitute teacher in local schools, further exemplifying her commitment to serving others.