Quinn Fiduciary Services staff
Shannon Dalton, MBA, CLPF
Owner, Fiduciary
Shannon Dalton received her B.S. and B.A at the Pennsylvania State University before receiving her MBA from the George Washington School of Business. She has worked in the non-profit sector raising funds for HIV/AIDS organizations and in group purchasing to support community health centers. Shannon also had her own insurance company and worked as a licensed health and life insurance agent for Aflac helping clients to make the best decisions to protect their incomes and families. Shannon took time away from the workforce in 2010 to focus on her two children as a stay-at-home mother. She became a licensed professional fiduciary in 2020 after being introduced to the profession in 2017 when her grandfather passed away, leaving her beloved grandmother with dementia and in dire need of support. Having firsthand experience as a Trustee and Conservator for her own family has given Shannon a unique perspective on the nuances and complexities of serving as a trusted fiduciary. Shannon is an associate member of the Santa Barbara Estate Planning Council.
On a personal level, Shannon has lived all over the United States, including in Alaska. She spends her free time with her children and partner, and loves to hike, row, read and cook.
Tamara Skov, CLPF
Owner, Fiduciary
Tamara Skov received a Bachelor of Arts in International Relations from the University of California at Davis. She has worked extensively in non-profit management and charitable gift planning, balancing the mission of the non-profit with the needs and interests of donors. She has also managed the employee ethics program for a Fortune 500 healthcare company providing training on confidentiality and medical decision-making. Additionally, she held a realtor’s license for several years specializing in the needs of senior clients to age gracefully, helping them explore alternatives of aging in place, relocating near family, or moving to retirement communities.
Tamara’s interest in being a fiduciary developed from first-hand experience when she began helping her mother manage her affairs following the death of Tamara’s father in 2015. This experience has given her a keen understanding of the nuances of balancing the preservation of the estate, maintaining a lifestyle, and planning for potential future needs. She is passionate about assisting individuals in organizing their affairs and implementing their plans. She received her professional fiduciary license and joined QFS at the beginning of 2022. She is a member of the board of directors of SABER (Santa Barbara Executive Roundtable) and serves on the Planned Giving Council for the Santa Barbara Museum of Natural History.
On a personal level, Tamara lived in Germany and throughout the US before settling in Santa Barbara. She loves to travel and spend time with family and friends.
Stephanie Porter, JD, CLPF
Fiduciary
Stephanie Porter, a native of Santa Barbara County, attended the University of California, Santa Barbara, and earned a Bachelor of Arts in History. Upon graduating from UCSB, Stephanie attended the Santa Barbara College of Law graduating with her law degree. She quickly passed the bar and worked with local law firms in the area of estate planning. She has experience in drafting estate planning documents, including trusts and wills, trust administration, and probate proceedings. While practicing estate planning, Stephanie was drawn to look at fiduciary services as a way to connect with clients on a different level and help families through sometimes difficult transitions. She joined Quinn Fiduciary Services in 2023 and earned her professional fiduciary license.
While Stephanie no longer practices law, her experience and insights provide a significant benefit to clients and her colleagues ensuring a degree of professionalism as we work with local estate planning attorneys.
On a personal note, Stephanie enjoys travel and tennis and can often be found at the beach.
Maribel Yu-Way
Fiduciary Assistant
Maribel Yu-Way is our Fiduciary Assistant, responsible for providing support to our team of licensed professional fiduciaries including tracking multiple deadlines and court filings, scheduling numerous meetings and activities, preparing monthly client statements, and generally providing the logistical support that keeps the office on track. Before joining Quinn Fiduciary Services, Maribel managed a team of behavioral interventionists working with children and their families on the autism spectrum. Maribel grew up in the family business, the ‘Mercadito Yu-Way’ in Central America, both a grocery store and source of ready to eat meals that catered to the working class, Maribel loves to cook and is passionate about the art of food plating. She has traveled to different parts of the world following her heart and settled in our beautiful Santa Barbara 6 years ago from Miami. Her experience across many fields makes her an ideal administrator. She enjoys an array of activities from hiking and fine dining to solitude.
Jean-Pierre Buguet (J.P.) Buguet
Daily Money Manager
Jean-Pierre Buguet (or JP, as he likes to be called) is our Daily Money Manager, responsible for bill payment, account reconciliations and reports. After receiving his French CPA Jean-Pierre spent six years working for the Banque Nationale of Paris in his hometown, Lyon, France. Satisfying his wanderlust, he traveled around the world for three years from Europe to India, Hong Kong, and the Philippines before settling in Santa Barbara. JP spent the next 30 years as a business owner of an antique furniture restoration operation as well as several restaurants. He is meticulous in his position, has a great sense of humor and loves to read, go to the beach, ride his bike and, of course, watch soccer.
Daisy Castro
Receptionist/Administrative
Daisy Castro is the bottle of sunshine at the QFS office. Always with a smile, she handles administrative responsibilities and professionally handles all the calls that come into the office. She was a Medical Receptionist in a very busy office for many years before. Compassion comes naturally to her and she enjoys helping others on a daily basis, whether it’s on the phone or in person. She enjoys working in a private fiduciary practice because she continues to learn how to help people on a variety of levels. Daisy is taking courses at Antioch and the City College in sociology and plans on becoming a social worker like her older sister. She loves to read and spend time outdoors at the beach, hiking and walking.
Jacquelyn (Jackie) Quinn, PhD, CLPF
Consultant, Fiduciary
Jackie Quinn received her BA in Business Administration and Psychology from Antioch University, prior to receiving her Doctorate in Psychology from Saybrook Graduate School and Research Institute. Jackie has worked in the estate planning and administration fields for over 30 years. Before founding Quinn Fiduciary Services in July of 2015, Jackie served for a number of years as a fiduciary with the late Suzanne McNeely of Senior Planning Services.
She is a California Licensed Professional Fiduciary (#192) and acts as a Conservator, Trustee, Administrator, Executor and Representative Payee. She has served on the Elder and Dependent Adult Abuse Prevention Council of Santa Barbara County, is a member of the Professional Fiduciary Association of California (PFAC), is past President and continues to be on the Board of the Santa Barbara Estate Planning Council and is a former Board member of the Santa Barbara Paralegal Association and was a member of the former Santa Barbara County Financial Abuse Specialist Team (FAST). She is also a board member of the Planned Giving Council of the Santa Barbara Museum of Natural History.
Jackie is a former instructor at California State University Fullerton, in the University Extended Education program. She frequently speaks on topics related to the care and safety of elders, including elder abuse, legal capacity and end of life decisions. She has also presented for the Central Coast Alzheimer’s Association, Hospice of Santa Barbara, Santa Barbara Museum of Natural History and the Santa Barbara Planned Giving Council, among others.