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News From: Foster Thornton LLC

Foster Thornton LLC Proudly Announces that Katie Brannen Welling is Now a California Licensed Professional Fiduciary

Katie has worked as an Executive Assistant for Foster Thornton LLC since 2012.  She became a Licensed Professional Fiduciary in January 2016.  Katie holds Certificates in Professional Fiduciary Management for Trustees and Conservatorships and is a licensed Notary Public.  She received her B.A. from San Diego State University in Public Administration and an A.S. from Grossmont College in Business Administration.  Katie has a background in customer service and hospitality.  She grew up in Chula Vista and is a third-generation San Diegan.

News From: Foster Thornton LLC

Real Estate Veteran Rik Floyd, MBA, CLPF, Associates With Foster Thornton LLC Fiduciary Services as California Licensed Professional Fiduciary

Longtime commercial real estate executive Rik Floyd, MBA, CLPF, has associated with Foster Thornton, LLC, a private fiduciary company based in the Carmel Valley area of San Diego, California. Mr. Floyd brings to Foster Thornton decades of experience in business management and commercial real estate, as well as advising high net worth individuals, families, and small businesses.

He recently received California State licensing as a California Licensed Professional Fiduciary (CLPF), and certificates in Professional Fiduciary Management for Conservators and in Professional Fiduciary Management for Trustees from California State University Fullerton. Mr. Floyd holds a B.S. in Economics from Cal Poly San Luis Obispo, 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 many 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 President Elect, 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.

Foster Thornton LLC was founded in 2005 by Nancy Thornton, CPA, CLPF. The company’s primary purpose is to protect the assets, interests, and dignity of its clients. This spans individuals, families, and small businesses. Since its inception, Foster Thornton has served as a fiduciary for trusts and estates ranging from several hundred thousand dollars to millions of dollars.

For more information, contact Rik Floyd at rik@fosterthornton.com or (858) 481-8554.

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