Our Team

PMF’s professional staff offers expertise in managing businesses, working with limited partnerships, resolving contentious family issues, maximizing and protecting the value of intellectual property rights, managing real property assets, and developing and executing plans to optimize trust finances.

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Our Fiduciary Team

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Jodi Pais Montgomery

NCG, CLPF LICENSE #535
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David Berrent

CLPF LICENSE #780
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Raúl Martínez Cueto

CLPF LICENSE #903
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Jeanne Vosloo

CLPF LICENSE #1250
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Cynthia Droke

CLFP LICENSE #1271

Our Staff

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Angela Hill

FINANCE & OPERATIONS MANAGER
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Judy Balian

CARE MANAGER
196Z

Angela Brinskele

CARE MANAGER & TECHNICAL SUPPORT
482Z

Christine Hall

OFFICE MANAGER
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Liz Kouri

BOOKKEEPER
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Wendy Stockly

BOOKKEEPER
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Amelia Dreier

OFFICE ASSISTANT