Our Approach
“Fiduciary management is a person-centered business. Our clients are not account numbers, they are people and I am their advocate.”
Renée Kowalik-Moss - CLPF #1022
Renée received her Certificate in Fiduciary Management for both Conservatorships and Trust Administration in April of 2012. In 2017, Renée earned both her Associates Degree in Sociology and her professional fiduciary license. She participates regularly in continuing education courses applicable to fiduciary management and meets the 15 unit/per year requirement.
Renée’s experience has grown to include medical decision-making, coordination of placement and care services, creating budgets, bill paying, inventory and liquidation of personal property, and the administration of trusts and estates.
During her free time, Renée enjoys spending time with her spouse and three children, traveling, watching softball, participating in her children’s community service projects and photography. She is a parent ambassador at Christian Brothers High School and an active volunteer for the Alzheimer’s Association and the LGBTQ community.
Dana is a integral part of the team at RKM Fiduciary Services.
Dana Mitchell - Administrative Assistant/Fiduciary Student
Dana has an employment background in general accounting, payroll/tax related accounting, with education in human resource/retirement and benefit administration. She is a member of the National Notary Association and is currently pursuing her license as a California Professional Fiduciary.
Dana has been working in the fiduciary management field since August of 2016 and has developed strong working relationships with both clients and colleagues.
In her free time, Dana enjoys traveling with friends and family.