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.
Tara Lara – Principal Fiduciary
Tara joined CFS in 2014 as an Account Administrator. She became a licensed fiduciary in 2018 and transitioned to Principal Fiduciary in 2020. Additionally, Tara became an Enrolled Agent in 2019, exemplifying her love of taxes. Tara studied Accounting at Arizona State University and Rio Salado College. Tara has 15 years of experience in the accounting and banking fields, and over six years of experience in the fiduciary industry with a focus on trust administration, forensic accounting, financial management and taxes. She holds an active fiduciary license and is a member of the Arizona Fiduciaries Association.
Tara is an Arizona native, and lives in Phoenix with her fiancé and their five-year-old son, and eleven-year-old daughter. In her free time, she enjoys playing the violin, BMX racing, spending time with her family and friends, and mentoring women in her church.
Susan Henley – Licensed Fiduciary
Sue is a licensed Fiduciary and a native of Arizona. She attended Alhambra High School, Phoenix College and Arizona State University. Her experience includes more than 32 years as a Paralegal in the Probate, Guardianship and Conservatorship field. She has extensive background in Financial Exploitation and Elder Abuse, working with the court system, counseling with seniors and speaking at various organizations on the topics of Caring for the Caregiver, Grieving, A Part of Life and Finding Your Purpose. Sue is a member of the Arizona Fiduciaries Association and Arizona Geriatric Society.
Sue enjoys working with animals, riding her horse, and tending to her many varieties of animals. She spends time with her husband and grandchildren, enjoys movies and gardening.
Kallie Knight – Paralegal
Kallie has over 22 years of experience as an Elder Law Paralegal in Arizona, with a career focus in Probate Estate & Trust Administration & Litigation, Guardianships, Conservatorships, Estate Planning, Financial Exploitation and Elder Abuse. Kallie is a member of the Maricopa County Bar Association Paralegal Division, and its Estate Planning, Probate & Trust Section.
Although born in the Midwest, all of her schooling, K-12th Grade, was in the Scottsdale Unified School District. Away from the office, she loves spending time with her family and traveling.
Jenni Monnier – Estate Administrator
Jenni was born and raised in the Midwest and now calls Arizona home. She has a Bachelor’s Degree from Dominican University of California in History. Jenni has nearly 10 years of experience working with seniors in the social services field. Prior to joining CFS, she was an Account Manager with Jewish Family and Children’s Services in Northern California.
Jenni enjoys reading, cooking and spending time with her foster dogs.
Alexandra Greene – Fiduciary Assistant
Alex was born in Scottsdale, AZ and grew up splitting time between parents in Phoenix and San Francisco. She grew up in the Scottsdale School District, and later graduated from University of Phoenix with a degree in Business Marketing. Having spent 13 years in various areas of real estate and relocation services, and several years involved in non-profit leadership and event coordination, Alex was excited to get involved in fiduciary services in 2021 to make a deeper difference in the lives of others.
In her free time, Alex loves cruising around town in her Jeep with my music too loud, usually with at least 1 of her four dogs in tow, spending time with her family including a teenage son and daughter, and getting involved with local and global outreach work at her church. Alex and her husband Bob (a professor at GCU) love going to classic rock concerts, trying new restaurants, and weekend getaways to Vegas or the beach.
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.