Linda Banta has been a fiduciary for ten years. A fiduciary is someone who has undertaken to act for and on behalf of another in a particular matter in circumstances which give rise to a relationship of trust and confidence.
A fiduciary administers people's estates. She takes care of the needs of the elderly who are no longer capable of taking care of themselves. This may mean that she takes them to doctor appointments, pays their bills, helps them with medications. She is a care manager, may have the power of attorney and helps with taxes and other financial matters.
Tell us a bit about who you are and the people you reach
Attorneys, CPAs and others in the financial services industry. There also may be referrals from healthcare facilities.
• This is a financial services company and it needs to reflect a certain gravitas
• You may use the person’s name in the logo—Linda Banta
• Other images may be appropriate, though they should be subdued