Our People
Managing and preserving specialty wealth assets including real estate, closely held businesses and mineral, oil and gas as a fiduciary.
With more than 33 years of experience in fiduciary real estate management, Annamarie is a trusted professional known for integrity, sound judgment and strategic insight. Her expertise spans residential, multi-family, commercial and industrial properties, as well as closely held and family-owned businesses and mineral, oil and gas assets held within trust and estate structures.
Annamarie specializes in asset preservation, income optimization, capital planning, risk management and regulatory compliance. Operating under the highest fiduciary standards, she emphasizes transparency, accurate reporting and thorough documentation to ensure accountability.
She works closely with trustees, beneficiaries and professional advisors to navigate complex trust structures, resolve challenges and preserve continuity across generations.
BA, University of California, Santa Barbara
United Way of Santa Barbara County, Volunteer
Crown Collection Board of Directors, President
