FIDUCIARY SERVICES FOR THE MODERN AGE
OUR TEAM
Meet the People Behind the Work
JOHN DEPIAZZA
President, CLPF
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.
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John also seeks to provide clients with the operational excellence and outstanding client service his UC Davis MBA professors taught him. He has extensive experience in corporate operations and brings a project management and team approach to his fiduciary service.
He has one of the larger fiduciary teams in California and their experience with trusts of all types, estates and probate, health care agent, conservatorships, as well as all the other roles that a fiduciary team can serve in, are second to none. John has previously held and currently holds a variety of professional degrees, licenses, and certifications. California Licensed Professional Fiduciary, Certified National Guardian, Certified Senior Adviser, Residential Care for the Elderly Administrator, General Contractor, Professional Project Manager, and Civil Engineer are included on that list.
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.
SOO LEE DAVIS
Associate Fiduciary
With nearly 30 years of global service as a healthcare administrator in the U.S. Army, Soo Lee has now made Sacramento her permanent home and embarked on a new chapter as a licensed professional fiduciary. A graduate of the United States Military Academy at West Point and holder of an MBA from Indiana University, she brings seasoned leadership, operational rigor, and a deep sense of duty to her fiduciary practice.
As the only child of an Army veteran and a mother born abroad, Soo Lee has personally navigated the challenges of supporting aging parents from afar. After her father’s passing in late 2022, she gained invaluable experience in end-of-life care, financial management, and the essential role of community support. She went on to coordinate her mother’s relocation from Texas to Sacramento, where she continues to oversee her well-being. This journey has strengthened Soo Lee’s dedication to helping others through similar life transitions—with empathy, clear guidance, and unwavering professionalism.
Outside her fiduciary work, Soo Lee is deeply engaged in community service. She serves on the board of a nonprofit organization dedicated to expanding educational opportunities for underserved youth and is an active member of the Governor’s Military Council, advising on strategies to strengthen and sustain military operations across California.
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.​​​​​​
JULIE NEASE
Office Manager
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.​​​​​​​​
MIA TARRICONE
Office Administrator
​Mia Tarricone is dedicated to keeping operations organized and efficient by managing oncoming calls, coordinating schedules, filing paperwork and supporting all staff and leadership. Mia believes that strong attention to detail and a well-organized approach can be conducive to a successful work environment.
Mia is passionate about helping others and is currently a part time student attaining her degree in Nursing in hopes of continuing to spread compassion to others.
When she is not in the office, Mia can be found spending her time outdoors reading a book or inside watching her favorite shows.
HEATHER CALDWELL
Case Manager
Heather is a retired military Veteran, having served for 20 years in the US Army as a Human Resources officer. She earned a Bachelor of Science degree from the United States Military Academy at West Point as well as a Master of Arts degree in National Defense and Security Studies from the Naval War College in Newport, RI. One of the most rewarding aspects of her military service was taking care of Soldiers and their families. Throughout her career, Heather embraced the Army’s core values of Loyalty, Duty, Respect, Selfless Service, Honor, Integrity, and Personal Courage. Indeed, these values drive her belief that all people should be treated with dignity and worth, regardless of the challenges they may be facing.
Heather’s professional certifications include a Professional of Human Resources (PHR) certification from HRCI and a Project Management certification from Google. She is married and has two sons, Connor (19) and Wyatt (8) and enjoys staying fit through CrossFit and yoga, reading, traveling, and DIY projects.
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.​​​​
CARLA SABELLA
Case Manager
Carla Sabella holds a Master's degree in School Psychology and a Bachelor's degree in Art and Psychology, blending a strong foundation in both analytical and creative fields.
With a passion for lifelong learning, Carla is fluent in Spanish, enhancing communication and cultural understanding. This unique combination of skills and education allows Carla to approach challenges from a multidisciplinary perspective, embracing both logic and creativity in problem-solving and innovation.
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Outside of work, Carla enjoys spending quality time with her pets who bring joy and comfort into her life. She also loves unwinding with a great movie, whether it's a classic film or the latest release. These activities help her recharge and bring balance to her busy life.
ANNA KENNEDY
Care 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.
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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.