Painting by John Iwerks at Alma Rosa Winery

Quinn Fiduciary Services

Quinn Fiduciary Services (QFS) was founded in 2015 by Jackie Quinn. With license #192, Jackie was a pioneer in the field of fiduciary services in 2006 under the Senior Planning Services umbrella. She opened QFS as a one-woman shop in 2015. Since then, QFS has grown to a team of three licensed fiduciaries, one associate fiduciary, and three administrative staff with 100 active clients and more than $120 million in managed assets. While Jackie sold the company to Tamara Skov and Shannon Dalton in 2023, she remains involved as a consultant.

While the profession as a whole has grown significantly since licenses were first issued in 2006 under the Professional Fiduciaries Act, the number one question people still ask is “What is a fiduciary and what do they do?”

Licensed and regulated by the State of California, we can perform several roles including Executor, Trustee, Successor Trustee, Financial Power of Attorney, Trustee of a Special Needs Trust, Conservator of the Estate, and Healthcare Power of Attorney. Most often, clients contract with us directly. However, we also serve by court appointment as Conservators, Administrators/Executors, and Trustees.

While many clients seek us out because they have no family members in the area, appointing a professional fiduciary can also be a good choice to avoid burdening family members and friends, allowing them to maintain their relationships without the added complications of managing estate accountings and distributing assets.

All of our fiduciaries are members in good standing of the Professional Fiduciary Association of California (PFAC) and are dedicated to protecting and serving the best interests of those who place their trust in us by:

• Assuring the highest standards of ethics and practice

• Achieving comprehensive statewide certification

• Maintaining standards and qualifications for membership

• Meeting continuing education requirements

If you are thinking of hiring a fiduciary and want to know more, please contact us to schedule an introductory meeting. We are happy to answer your questions and share our methods and experiences with you. We recognize the level of trust placed in us and want you to have every opportunity to get to know us and how we work.