Quinn Fiduciary Services staff

QFS Fiduciaries

QFS Fiduciaries

Jacquelyn (Jackie) Quinn, PhD, CLPF

Owner/Professional Fiduciary
Geriatric Care Manager

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.

Carol Olson, CFA

CLPF, CFA
Professional Fiduciary
Chartered Financial Analyst

Carol Olson received her Bachelor of Science degree in Business Administration (B.S.B.A.) in both Finance and Economics from the University of Arizona. She has over 35 years of experience in the financial services industry as Chief Financial Officer and Chief Compliance Officer Positions and provided Compliance Consulting to various investment firms. She received her Chartered Financial Analyst Designation in 1999 and is active in the local CFA group. Before joining Quinn Fiduciary Services, Carol served as a Trust Officer for San Pasqual Fiduciary Trust Company. Prior to San Pasqual, she was with Santa Barbara Asset Management as the Chief Compliance Officer. Carol is a California Licensed Professional Fiduciary. She is a sustaining member of the Santa Barbara Museum of Art Woman’s Board and past board member of the Foodbank of Santa Barbara County.

Shannon Dalton, CLPF, MBA

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 supporting 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. 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. She seves on the Board of SABER (Santa Barbara Executive Roundtable) and is an associate member of the Santa Barbara Estate Planning Council.

On a personal level, Shannon loves to travel and has lived all over the United States, including in Alaska. She spends her free time with her children and partner, and loves to read, cook and hike.

Tamara Skov, CLPF

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. 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 recently received her professional fiduciary license and joined the team here at Quinn.

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.

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.