Bringing Order to Life’s Transitions

Our Clients Say It Best

I know that I speak for all of dad’s sons when I say how much we appreciate your incredibly sensitive, caring, and professional approach. Your generosity in terms of how you’ve helped benefitted not only dad, but others in the family as well. You are truly the best.  What you have done for my dad and our family is invaluable. If you ever have need a reference that can vouch for your incredible professionalism, coupled with a most personable approach in dealing you’re your clients and their families, please feel free to use my name.

Michael S. Oshiki, MD, FAAFP 
LTC, MC, FS
Surgeon, 1st Special Forces Group (Airborne)

I just wanted to thank you for taking care of things for and with my Aunt…..I appreciate having someone that can be objective handling things right now…..I feel better knowing someone is looking after all the details.  Thank you.

Client’s Out-Of-Town Niece

Nancy began assisting my mother-in-law when her late husband passed away.  He had handled everything for her during his life.  On his passing, she needed a helping hand in all matters. Nancy has been an empathetic soul and has been instrumental in building a feeling of security for her in a very scary time.  Nancy is very skilled with people and very caring. I am sure she does well with all clients in this situation.  I give Nancy my very highest recommendation both as a person and a fiduciary.  She does these things very well and she remains a trusted friend of the family.

Client’s Son-In-Law

I can recommend Nancy Thornton professionally, morally and ethically. Her business practices are of the highest ethical and professional caliber and she proves repeatedly her ability to negotiate difficult personality differences in addition to business issues.

- Alan J. Talbott, Esq.
Trust and Estate Attorney, San Diego, CA

Nancy’s accountings were impeccable and her work was always done on time in a clear and professional manner. It is rare that I see a CPA being willing to serve as a Trustee who is as experienced as Nancy is in finance and trust matters. I plan to use Nancy as a personal Trustee for my clients whenever the need arises.

- Eric A. Ashton, Esq.
Edwards, Ashton & Gin, LLP, Ashton & Gin, LLP, Glendale, CA

Nancy can be trusted to manage multi-million dollar budgets, and remember a secretary’s birthday. She embodies a rare combination of financial and business acumen on the one hand, and strong interpersonal skills on the other hand. Whenever Nancy does have to make a tough decision, she carries it out with sensitivity and diplomacy.

Lawrence W. Shea II, Esq
CEO and Managing Shareholder
Shea Stokes & Carter, San Diego, CA

Her professional experience is broad and deep. She has served as CFO for a multiple-office regional firm with national clients and as Executive Director of prestigious, national law firms with international clients. Nancy has managed finances and businesses for many years with the highest level of skill and integrity. Her warm personal style fosters authentic, long-term relationships.

Cheryl A. Hunter
Director, Legal Administration
The Walt Disney Company

I spoke to my Mom last night. For the first time she sounded a little more like her old self again – due in large part to your presence there yesterday and the peace of mind it brought.

– Daughter of a widowed client

I admire you for moving into the area of assisting those who are trying to cope with the loss of a loved one and helping them manage the many decisions that confront them. Keep up the good work!

- CPA

Nancy brings warmth, resolve, and competence to challenging situations. Through many years of working with executives, I can’t recall a leader who excelled at being a CFO and Executive Director with such dedication and determination.  Nancy’s integrity and professionalism are unparalleled. She is an invaluable resource to her clients.

 

Leah Swearingen, APR, Swearingen Communications