ProFiduciary, Inc
Founded in 2005
Our Mission
Our mission is to serve our clients by building long-term relationships and providing highly personalized, professional trust and estate management services. We are committed to helping you, in collaboration with your professional advisors, fulfill your personal and financial goals within an environment of complete and absolute integrity. You can expect professional service, honest advice, and clear communication at all times.
Our History
After working in the bank trust industry for 25 years, Thomas Thale founded ProFiduciary in 2005. While in the industry, Thomas established a number of personal client relationships, some of which urged Thomas to launch his own business as a private fiduciary, since such a structure allows fiduciaries to better serve their clients’ needs. Today, the firm has grown to become one of the largest private fiduciary firms in San Diego.
Our Fiduciaries
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Our Staff
Susan Christopher
Corporate Controller, Office Manager
Susan brings to ProFiduciary a comprehensive background in the financial services field. She began her career at The Northern Trust Company in Chicago, as a graduate of Northwestern University. She was then hired at Security Pacific Bank, Institutional Trust, as Vice President in Los Angeles and New York. When her family relocated to San Diego, Susan joined The Global Private Bank, Bank of America, as Vice President and Senior Trust Administrator. Most recently, she served as Vice President and Senior Wealth Advisor for The Private Bank of Union Bank. Susan and her husband enjoy their beach cottage on Mission Bay.
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Sonya Dannels
Trust Administrator, Notary Public
Joining ProFiduciary in 2023, Sonya brought with her over 5 years of experience in estate planning and probate administration as a Paralegal in a boutique tax law firm. Before that, she spent over two decades in the tax industry, providing her with the comprehensive understanding of financial matters crucial to her present responsibilities in Trust Administration. Her approach, in both her professional and personal commitment, is guided by a profound sense of responsibility towards those she serves. She is a California Notary, currently completing her associate in accounting and then embarking on her fiduciary licensing course work. Sonya is a former military spouse with two children. She has a passion for music and helping seniors in her Poway neighborhood.
Dawn Coddington
Trust Accounting Manager
Dawn brings 9 years of previous experience working closely with a busy professional fiduciary and assisting with all facets of trust administration, estate settlement, special needs trusts, and incapacitated senior support. Her strong focus and background are in bookkeeping, accounts payable/receivable and annual accounting. She is known for her understanding & management of the client’s day-to-day financial needs & supporting those needs with organization and timeliness. Dawn receives great enjoyment through helping others and brings a positive outlook to any task. She is happily married & loves spending time with her family.
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Patricia Puglise
Trust Administrative Assistant, Notary Public
Patricia came to us as an Executive Assistant from another local fiduciary and has over 8 years of experience. She assisted staff in managing all aspects of various family entities including Trusts, Special Needs Trusts, Conservatorships and Administrator of the Estate. She brings to the table a wide knowledge of fiduciary duties and the detail it takes to make sure every client is well-served. Patricia is a graduate of the University of San Diego with her bachelor’s degree in Accounting and is a California Notary. She is married with two children and they enjoy camping, hiking and visiting various National Parks.
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Sandra Vargas
Trust Accounting Assistant, Notary Public
Sandra came to us as an Accounts Payable from a home financing company; she also previously worked in a retirement home. She is a California Notary, and while her focus is Accounts Payable, she assists and supports the Accounting Manager with any data and financial processing needed to manage all trust accounts. Sandra enjoys hiking and dedicating much of her time to her two dogs who enjoy afternoon walks.
