Bringing Order to Life’s Transitions

Our Team

Nancy Thornton, CPA (inactive), California Licensed Professional Fiduciary

FounderNancy Thornton

Based on her business expertise and personal experience as a private trustee, Ms. Thornton founded Foster Thornton to provide objective, personalized services during life’s unexpected transitions. Foster Thornton’s core values are to protect the assets, interests, and dignity of its clients. This includes individuals, families, extended families, and small businesses.

In a financial career spanning three decades, Ms. Thornton has managed budgets in excess of $60 million and coordinated the financial and day-to-day operations of professional firms with hundreds of employees. She has served as COO for several large legal firms and as Chief Financial Officer for a $40 million venture capital fund. Early in her career, Ms. Thornton became a CPA while working in the Small Business Audit and Tax Department in the Los Angeles office of Arthur Andersen & Co. In addition to financial management, she has led organizations in the areas of human resource management, technology and operations.

Since founding Foster Thornton, she has successfully managed the financial affairs of individuals, families and small businesses. Ms. Thornton currently serves as Personal CFO for high net worth individuals, and as a fiduciary for trusts and estates ranging from $1 million – $80 million. In addition to her business expertise, Ms. Thornton brings discretion, professionalism, and warmth to the highly sensitive matters handled by Foster Thornton.

Ms. Thornton’s credentials include:

  • Certified Public Accountant (inactive), License No. 39298
  • California Licensed Professional Fiduciary, License No. 135
  • Bachelor of Science in Business Administration, California State University, Los Angeles
  • Professional Designation in Professional Fiduciary Management for Trustees, California State University, Fullerton
  • Professional Designation in Human Resource Management, UCLA
  • Receivership Law & Practice, California Receivers Forum/Loyola Law School

 

Rik Floyd, MBA, California Licensed Professional Fiduciary

Rik Floyd, CLPF (California Licensed Professional Fiduciary)Mr. Floyd is a former longtime commercial real estate executive. He brings to Foster Thornton decades of experience in business management and commercial real estate. Mr. Floyd also has extensive experience advising high net worth individuals, families, and small businesses.

He is a California Licensed Professional Fiduciary (CLPF) and has earned certificates in Professional Fiduciary Management for Conservators and for Trustees. Mr. Floyd holds a B.S. from Cal Poly and an MBA from St. Mary’s College of California.

Many estate, probate and trust matters involve complex real estate holdings. Mr. Floyd’s prior commercial real estate career included assisting clients with their estate planning needs. His background and experience align with Foster Thornton’s objective to provide personalized fiduciary services to all of its clients.

Mr. Floyd has held leadership positions in prominent real estate companies, most recently as a Co-Founder of the Private Capital Advisors practice group at Colliers International. His professional affiliations include the San Diego Estate Planning Council; Professional Fiduciary Association of California; and Past President, Board of Directors, Cal Poly Alumni Association.

Mr. Floyd also supports Solana Beach Presbyterian Church, KPBS, San Diego Habitat for Humanity, Cal Poly and its alumni association, and World Vision.

Kaitlyn (Katie) Welling, California Licensed Professional Fiduciary, Executive Assistant to Nancy Thornton

Katie BrannenMs. Welling has worked as Executive Assistant for Foster Thornton since 2012. Katie became a licensed professional fiduciary in January 2016. She holds certificates in Professional Fiduciary Management for Trustees and Conservators, and is a licensed notary public. Katie received her Associate of Science Degree in Business Administration from Grossmont College and her Bachelor of Arts Degree in Public Administration from San Diego State University. She serves as our in-house notary public and oversees the day-to-day administrative aspects of the office. Katie has a background in customer service and hospitality, and a passion for client service, planning, organizing and problem solving. She grew up in Chula Vista and is a third generation San Diegan. Katie proudly serves as a member of the Rady Children’s Hospital Foundation Estates and Trusts Council.

Jill Ingram, Operations Manager

Jill IngramJill is the Operations Manager for Foster Thornton and has been with the company since 2011. Jill’s duties include accounting, maintaining the office computers and equipment, training new staff, developing forms and documenting procedures. Always looking for ways to improve office efficiency, Jill has developed a database to better organize clients’ confidential records. Jill studied at the University of Southern California and has a Bachelor’s Degree in mathematics. Her background includes years of experience in the technology industry working in software product validation and automated test development. She is patient, a problem solver and likes helping others. A Southern California native, Jill enjoys the outdoors and loves to spend time with family and friends at the beautiful San Diego beaches.

Terri Foster, Administrative Assistant

Terri joined the Foster Thornton team in 2017 as an Administrative Assistant with a unique blend of talents.  She has previous experience in human resource and retail management, customer service, owning and operating a day care center, and most importantly raising her two children.  Terri took an active role in her children’s education by volunteering at school and extracurricular activities.  She most recently served as an executive member for her daughter’s national champion ranked high school dance team being responsible for event planning, fundraising and administrative organization.  She continues to serves her community through various volunteer work.  Terri has a passion for working with others, and has become an integral part of serving the Foster Thornton clients.

Megan Kornaker, Administrative Assistant

Megan has served with Foster Thornton as an administrative assistant since January 2016. She performs a myriad of administrative and accounting functions in support of the professional fiduciaries at Foster Thornton. Megan has a diverse background as an executive assistant, office manager and bookkeeper, as well as in real estate and development.  She enjoys helping clients and problem solving, is a natural organizer, and has a can-do attitude. Originally from Canada and now a dual citizen, Megan enjoys southern California living with Callie, her Australian Cattle Dog, and taking photographs of the local scenery.