Certified Fiduciary Services, Inc.
CFS was founded in 1999 by Pamela Johnston who saw a need for competent management of both financial and personal services for elderly and incapacitated individuals.
CFS has developed a knowledgeable and experienced staff through comprehensive recruiting and continued training. With each new addition, CFS seeks to complement the extensive range of experience of its current staff to further promote the broad level of services provided to its clients. CFS extends the same level of service to the families and beneficiaries of clients who have passed away.
The administration of an estate can be difficult during a time of grief or when family and friends live far away. CFS staff will administer the estate competently and in a timely manner by combining their knowledge of the probate system and range of experience.
Susan Henley – Principal Fiduciary
Sue is the new Principal Fiduciary for CFS, Inc. She is also a native of Arizona. Sue attended Alhambra High school, Phoenix College, and Arizona State University. Her work experience includes more than 28 years as a legal assistant in the probate, guardianship and conservatorship field. Sue has extensive background in working with within the court system, counseling with seniors and speaks at various organizations on the topic of Caring for the Caregiver, Grieving, A Part of Life and Finding Your Purpose. Sue is a licensed fiduciary.
Away from the office, Sue enjoys working with animals, riding her horse and tending to her many variety of animals. She spends time with her husband and grandchildren, enjoys movies and gardening.
Tara Lara – Account Administrator
Tara Lara was born and raised in Tempe, Arizona. She studied at Arizona State University and is currently continuing her education to work toward obtaining a Bachelor’s Degree in Accounting. Tara has 15 years of experience in the accounting and banking fields, and over 2 years in the fiduciary industry. Tara plans to become a licensed fiduciary at the end of 2017.
Tara lives in Phoenix with her fiance’ and their two year old son. In her free time Tara enjoys music, running, and spending time with her family and friends.
Vikki Whipple – Estate Administrator
Vikki Whipple is our Estate Administrator and has been with Certified Fiduciary Services, Inc. since January 2014. She obtained her B.A. from Arizona State University West in May 1996. Vikki was an elementary teacher for a few years before returning to the legal field. She has several years of experience as a legal secretary working mainly in the probate and civil areas. Vikki has lived in the Valley since 1980 and has a daughter in nursing school. Vikki is a licensed fiduciary.
Pamela Johnston – Founder
Vice-President and previous owner of CFS, Inc., Pam is a native of Arizona. She attended North Phoenix High school, Phoenix College, and is a graduate of Cannon Financial Institute. Pam has been a Licensed Fiduciary since 1999 and an NGA Registered Guardian since 2001. Her work experience includes more than 15 years as a probate paralegal and 10 years as a Vice President and Trust Officer of a local bank. In 1999, Pam founded Certified Fiduciary Services.
Her professional affiliations include the Arizona Fiduciaries Association; National Guardianship Association; Associate Member of the State Bar of Arizona-Mental Health and Elder Law and Probate Trust Sections. In 2007, Pam was honored by the Arizona Fiduciaries Association with a Leadership Award for her contributions to the fiduciary community. She was recognized for outstanding leadership in advancing the fiduciary industry with ongoing contributions in the areas of client advocacy, fiduciary education, standardization, and compliance. From 2007 – 2013, Pam served on the Fiduciary Board of the Arizona Supreme Court.