Chief Trust Officer, Director
Chief Trust Officer, Director
Joined Enterprise
1995
Professional Focus
Margaret has 37 years of fiduciary management experience in all areas of trust administration and financial operations. She is committed to serving clients and their families with personalized comprehensive fiduciary expertise.
Previous Work Highlights
Margaret served as a trust officer at Comerica Bank and Pacific Trust Company.
Professional Designations
Certified Trust and Financial Advisor, Certified Retirement Services Professional
Education
B.S., Business Administration, San Jose State University
Previous Work Highlights
Margaret served as a trust officer at Comerica Bank and Pacific Trust Company.
Personal Facts
Margaret enjoys volunteering at her local animal shelter.
Professional Designations
Certified Trust and Financial Advisor
Certified Retirement Services Professional
Connect with Margaret
Delivering high quality, comprehensive fiduciary expertise and trust services with a commitment to our clients, their families, and the community.
Mikkela spearheads Enterprise’s growth and operational development. She also brings a strong skill set anchored in Trust Administration, Taxation, Estate Planning, and Business Succession Planning.
At her core, Kelly is passionate about people. Her clients are her biggest motivation professionally, and she believes in meeting them where they are and helping them achieve their goals. Kelly focuses on simplifying the complexities of financial services and supports families as they navigate the challenges that come with their wealth.
Margaret has 37 years of fiduciary management experience in all areas of trust administration and financial operations. She is committed to serving clients and their families with personalized comprehensive fiduciary expertise.
Jennifer manages the California Trust Team focusing on areas of Client Relationship Management, Trust Administration and Estate Settlement. Developing long term relationships motivates Jennifer in her quest for providing an unparalleled client experience.
Troy is responsible for managing estate assets during the settlement period, as well as seeking to ensure growth and liquidity for ongoing trust obligations.