ProFiduciary, Inc.
Founded in 2005
Our Fiduciaries
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Our Staff
Susan Christopher
General Manager and Controller
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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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.
Sandra Vargas
Trust Accounting Assistant, Notary Public
Sandra came to us as an Accounts Payable from a home financing company and previously worked in a retirement home setting. She holds an associate’s degree in accounting and is also a California Notary Public. While her primary focus is Accounts Payable, Sandra also assists and supports the Accounting Manager with data and financial processing needed to manage all the trust accounts. Outside of work, Sandra enjoys hiking and spending time with her two dogs, who enjoy their afternoon walks.
DeLetta Conners
Trust Administration Manager
DeLetta possesses over 35 years of experience in the financial services industry. She most recently held a Compliance Manager position with U.S. Bank responsible for Trust policy development and management, along with trust department financial reporting to the board. DeLetta has managed Trust Operations, Compliance and Risk departments at Union Bank, First Regional Bank, Scripps Bank, First Interstate Bank and San Diego Trust & Savings Bank. Her attention to detail and understanding of trust compliance make her an asset to the firm. DeLetta is a native San Diegan and attended San Diego State University. She and her husband enjoy traveling, attending local sporting events and concerts, and spending time with their fur kids.
Patricia Puglise
Trust Administration Associate, Notary Public
Patricia Puglise is a Trust Administration Associate at the firm since 2021 and has eight additional years of experience at a local fiduciary office. She assists staff in managing entities including trusts, special needs trusts and estates. She brings a wide knowledge of fiduciary duties and the detail it takes to make sure every client feels supported and well-served. Patricia graduated from University of San Diego with her degree in accounting and is a California Notary Public. She recently completed her Fiduciary Management for Trustees Certificate at California State Fullerton, in preparation for the California professional fiduciary licensing program. Outside of work, she enjoys staying active, spending time with her family, and caring for her Mini Australian Labradoodle, Izzy.
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Michael Thale
Trust Administrative Assistant
Michael came to us straight out of college and is now one of our Trust Administration Assistants. You will see him at our front desk to see guests in and process incoming and outgoing mail. He likes learning new languages, cooking, and camping.
