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.
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.
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.
Tami brings her passion for helping others to her role with our team. Tami holds a BS in Business with a minor in Risk Management and Insurance from CSU Sacramento. Her education and experience in the insurance industry are enriched by her years of community ministry. Living in the foothills, she enjoys her flower garden and the local wildlife.
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.
On sabattical - pursuing her fiduciary license...
Nancy 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.