FIDUCIARY SERVICES FOR THE MODERN AGE
Meet the People Behind the Work
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.
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.
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.
Office Administrator / Assistant Case Manager
Julie recently 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 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. As administrative assistant, Julie will be supporting the team at AD Fiduciary with her organizational and office management skills.