ProFiduciary, Inc.
Founded in 2005
Our Fiduciaries
.jpg)
.jpg)
.jpg)
.jpg)
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.
.jpg)
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.
.jpg)
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.
.jpg)
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.
