OUR BOARD AND TEAM

Meet the People Behind the Work

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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 Jesuits educators challenged him to be. John also seek to provide clients with the operational excellence and outstanding client service his UC Davis MBA professors taught him. John has previously held or currently hold 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.

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RYAN ANDERSEN

Fiduciary

Ryan Andersen’s great passion is to bring balance to the lives of individuals through his careful attention to detail. With the awareness that no single approach is the right one for every individual, Ryan has completed his Paralegal Studies Degree from MTI College. His continual pursuit of knowledge and his personal experiences allow him to be a compassionate and effective employee. Ryan’s personal hobbies include drumming, fishing, and the love of the outdoors.

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NANCY GATES

Director of Operations / Sr. Case Manager

Nancy Grant is the newest member of our team. She comes from Silicon Valley and has recently moved to Elk Grove. Nancy’s 20 plus years of work experience most recently include nearly a decade of fiduciary case management experience. She has administered trusts, estates, guardianships, and limited partnerships.  We look forward to incorporating her strong accounting, process, and procedural background into our daily operations. Her personality and professionalism shine in interactions with both clients and professionals. Nancy’s bilingual heritage and compassion for others have inspired her to become a licensed Fiduciary with aspirations of giving back to the community.

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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.

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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.

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CHERYL PITTS

Office Administration

Cheryl Pitts is a Sacramento native who was a dedicated UPS employee for 37 years.  In 2019 she retired as a Senior Administrative Assistant and Part-Time Supervisor.  After a year of retirement, she realized she missed the fulfillment that working brought to her life and began looking for new career possibilities.  She has discovered that her newly found interest in and exposure to the fiduciary world provides a perfect match for her caring nature. Cheryl is currently working in the area of office administration and is enriching the team with her organizational knowledge and experience.

 

The information provided above is from the perspective of a professional fiduciary and is not intended to be construed as legal advice. If you have questions regarding your estate plan, you should consult with a qualified estate planning attorney.