SHELLY VERHOYE
CLPF | LICENSED PROFESSIONAL FIDUCIARY
LICENSE #666
CLPF | LICENSED PROFESSIONAL FIDUCIARY
LICENSE #666
Shelly Verhoye is a Licensed Professional Fiduciary, as well as a California Notary Public, and has more than 25 years of experience as a trust officer and administrator.
After beginning her career in the business trust division at Union Bank of California, working with employee benefit trusts, 401(k) and trust retirement accounts for large corporations, Shelly moved into private banking. She found her calling in the area of personal trust and estate administration. After 14 years at UBOC, Shelly continued her career with other bank trust departments, first at Northern Trust Bank, and then with Western National Trust Company where she first met and worked with Thomas Thale, founder of Pro Fiduciary. After her time at WNTC Shelly’s career took a turn in 2005 when she accepted a position at a local trust and estate planning law firm, learning the legal system behind the business of trust and estate administration.
Shelly joined Pro Fiduciary, Inc. in January of 2008 as the Trust Administration Manager, overseeing client trust relationships and assisting with the supervision and training of the office support staff. After becoming a Licensed Professional Fiduciary in 2012, Shelly is now specializing in the unique area of Special Needs Trusts. She finds this specialized area of trust administration very rewarding and takes pride in her hands-on approach with each of her special needs families and their advisors.
Shelly is married and lives with her husband and daughter in Rancho Peñasquitos. She enjoys spending time with her family and friends, taking dance classes, and singing with her church choir in her spare time.
After beginning her career in the business trust division at Union Bank of California, working with employee benefit trusts, 401(k) and trust retirement accounts for large corporations, Shelly moved into private banking. She found her calling in the area of personal trust and estate administration. After 14 years at UBOC, Shelly continued her career with other bank trust departments, first at Northern Trust Bank, and then with Western National Trust Company where she first met and worked with Thomas Thale, founder of Pro Fiduciary. After her time at WNTC Shelly’s career took a turn in 2005 when she accepted a position at a local trust and estate planning law firm, learning the legal system behind the business of trust and estate administration.
Shelly joined Pro Fiduciary, Inc. in January of 2008 as the Trust Administration Manager, overseeing client trust relationships and assisting with the supervision and training of the office support staff. After becoming a Licensed Professional Fiduciary in 2012, Shelly is now specializing in the unique area of Special Needs Trusts. She finds this specialized area of trust administration very rewarding and takes pride in her hands-on approach with each of her special needs families and their advisors.
Shelly is married and lives with her husband and daughter in Rancho Peñasquitos. She enjoys spending time with her family and friends, taking dance classes, and singing with her church choir in her spare time.