Fiduciary Solutions, LLC
It is our privilege to provide quality financial management fiduciary services for those who are in need of protection and assistance.
Mary Jane DiCresce
President and CEO, Managing LLC Member, Licensed Fiduciary #20517, CTFA, MBA, NCG.
A Licensed Fiduciary as of 08-26-2004, over thirty-nine years experience in fiduciary services included over twenty three years experience in personal banking, trust and estate administration and financial services, sixteen years practicing as a licensed fiduciary in Arizona, administering personal trusts, special needs trusts, estates, acting as attorney in fact under powers of attorney and court appointed conservator and guardian.
The licensed fiduciary (LF) certification requires a background check, bonding and is a tested credential focusing on the laws of probate, trust, conservatorship and guardianship practices and laws. Certified Trust and Financial Advisor (CTFA) since 1996, is a certification from the American Bankers Association and the Institute of Certified Bankers. The certification is a concentration and specialization in the areas of personal trust, estate administration and taxation. The certification also mandates continuing education requirements to maintain the certification. DiCresce holds a Masters in Business Administration (MBA) from the University of Phoenix and an undergraduate degree in Accounting from West Virginia University.
DiCresce also is a National Certified Guardian since 2007 which is a certification specializing in estate administration, conservatorship and guardianship practices. Like the CTFA and the AZ Licensed Fiduciary credentials , the NCG credential requires ongoing continuing education to maintain the certification.