About Us

Lassahn Fiduciary Services

We are dedicated to providing our clients with the protection, planning and resources needed to preserve and grow their estates. Our goal is to provide supportive services that promote the health, happiness and financial well-being of our clients while protecting their privacy and independence. Lassahn Fiduciary Services is known for its commitment to handling cases ranging from simple trusts to those complicated by extenuating circumstances. We provide scrupulous accountings; dependable management; strong relationships with service providers; and personal, caring attention to detail.

 

T. Anne Lassahn, M.P.A., C.L.P.F.

Professional Fiduciary - License # PF96
Anne@lassahnfiduciary.com
(650) 578-9030 Ext. 107
Anne Lassahn founded LFS in 2001 and has been successfully providing fiduciary services to San Francisco, San Mateo and Santa Clara Counties ever since. She has been on the referral list for the probate courts in both San Mateo and Santa Clara Counties since 2004, and she brings many years of business management and care service experience from the five years she ran a home care agency and the two years she was in upper management at a very large retirement community. Her unique background allows her to serve her clients with absolute professionalism and extreme compassion.

Highlights of Experience:

- She specializes in the administration of trusts, conservatorships and wills.
- She has extensive experience in managing multi-million dollar estates that contain diverse investments such as commercial real estate holdings, foreign investments, and mineral rights.
- She holds a Masters degree in Public Administration with a concentration in Health Administration.

Education:

- MPA, Health Administration, College of Notre Dame, Belmont, CA 1998.
- BA, Social Science, Gerontology/Women's Health, California State University, Chico, CA 1995

Affiliation:

- Professional Fiduciary Association of California (PFAC)
- Served as San Mateo PFAC Chapter President from 2016 - 2018
- California Registry of Private Professional Conservators
- San Mateo County Bar Association (SMCBA)
- SMCBA Volunteer Arbitrator

 

Kelsey Stiles-Wilson, C.L.P.F.

License # PF593
Partner & Private Professional Fiduciary
Kelsey@lassahnfiduciary.com
(650) 578-9030 Ext. 101
Kelsey Stiles is the CFO for Lassahn Fiduciary Services and became a Partner in 2014.  Ms. Stiles has been a Private Professional Fiduciary and Accounting Manager for LFS since 2010. She specializes in probate and trust administration, conservatorships and accountings. Ms. Stiles earned a Bachelor's Degree in Finance from Cal Poly, SLO in 2009 where she was also a four-year member of the nationally ranked, Cal Poly Women's Club Volleyball Team. In the spring of 2008, she studied abroad in Thailand where she developed an interest in different cultures, food, people, as well as international business relations. Ms. Stiles is currently the 2018 President of the San Mateo County Professional Fiduciary Association of California (PFAC) Chapter. Kelsey served as the Treasurer of the San Mateo County PFAC Chapter from 2016-2018 and learned a lot from managing the chapter's finances, as well as coordinating the monthly educational meetings.  Ms. Stiles recently got married in San Diego, CA and enjoys cycling, hiking, waterskiing, playing volleyball, traveling and spending time with her family and friends. She is also the Varsity Volleyball Coach for Aragon High School in San Mateo, CA.

Education:

- BS, Business Administration, Finance, California Polytechnic State University, San Luis Obispo, CA 2009

Affiliation:

- Professional Fiduciary Association of California, SMC Chapter President (2018-current)
- Professional Fiduciary Association of California, SMC Chapter Treasurer (2016-2018)
- San Mateo County Bar Association – Probate Section
- California Notary Public

 

 

Linnea Coccellato

Care Manager
Linnea@lassahnfiduciary.com
(650) 578-9030 Ext. 106
Linnea Coccellato joined Lassahn Fiduciary Services in March 2016. She has a Bachelor's Degree in Recreation Administration with an emphasis in Therapeutic Recreation from California State University, Chico. She earned her Masters of Public Administration (MPA) from Notre Dame de Namur University with a concentration in healthcare in 2014. Linnea has always had a passion for helping others and decided to pursue a career influencing people's lives after a freshman volunteer trip in college. Prior to coming to LFS, Linnea has worked in both the hospital and community setting serving a wide variety of populations. In Linnea's spare time she enjoys spending time with her husband and her two children.

 

 

 

Jenice Cruz

Accounting Manager
Jenice@lassahnfiduciary.com
(650) 578-9030 Ext. 100

Jenice Cruz joined Lassahn Fiduciary Services in May of 2015. Ms. Cruz us the head of the Accounting Department at LFS. She earned a Bachelor's Degree from Notre Dame de Namur University in 2015, with a Business Administration – Management concentration. Ms. Cruz joined the LFS team to help make a difference in the lives of others. She has been in the hospitality management industry for over ten years and has joined the LFS team in hopes of a change in her career path and to put her Business degree to use. Her experience in the hospitality management industry has given her the ability to multi-task, great communication and customer service skills as well as the ability to pay attention to detail; all of these skills she feels will benefit the culture of LFS.

 

 

Joanie Girouard

Relocation Specialist
Joanie@lassahnfiduciary.com
(650) 578-9030 Ext. 103
Joanie Girouard started working for Lassahn Fiduciary Services in 2013. Prior to that, she spent over twenty years in the title and real estate industry and she is a licensed real estate agent. Ms. Girouard enjoys working with the elderly and handles all of the personal property for our clients, as well as the real property clean up and sale preparation. In her spare time, Joanie enjoys cooking and spending time with her family and friends.

 

 

 

 

Jessica Bartholomew

Accounts Payable/Receivable
jessica@lassahnfiduciary.com
(650) 578-9030 Ext. 109

Jessica Bartholomew joined Lassahn Fiduiciary Services in April 2017. Prior to that she worked for US Bank for 11 years as a personal banker. Jessica is also a Notary Public. In her spare time she enjoys spending time with her three daughters.

 

 

 

 

Nicole J. Harris

Accounting Manager
Nicole@lassahnfiduciary.com
(650) 578-9030 Ext. 102

Nicole Harris joined the Lassahn Fiduciary Services team in 2014. She studied Business with a concentration in Real Estate and Land Use Affairs at California State University, Sacramento. Before coming aboard LFS, Nicole worked at Wells Fargo Bank and Wells Advisors for a cumulative of 11 years. Nicole’s experience in the financial industry and passion to help others, complement the compassion and professionalism of Lassahn Fiduciary Services. Outside of LFS, Nicole spends her time with her family and contributing to Waterfowl Conservation in Colusa County.