Pat McVey-Ritsick, CLPF, NCG
California Licensed Professional Fiduciary (CLPF) #67- Licensed July 1, 2008
California Certified Fiduciary (CCF) -
Professional Fiduciary Association of California Registered Guardian (RG) - National Guardianship Association
Registered Conservator - Alameda, Contra Costa, Napa and Solano Counties
- Eight years conservator/trustee/estate administration in Alameda, Contra Costa, Napa and Solano Counties
Certificates:
- Conservator Certificate - Cal State Fullerton
- Trustee Certificate - Cal State Fullerton
Member:
- Professional Fiduciary Association of California National Guardianship Association
- Twenty years as Medical Practice Administrator managing insurance billing and fiscal oversight of physician practices.
- Secretary/Treasurer - Professional Fiduciary Association of California - Northern CA Board of Directors
- Five years Real Estate Broker/Property Manager
- Five years Director - Board of Directors, National Association of Investors Corp (NAIC)
- Nine years teaching individuals & NAIC teachers how to invest in the stock market
- Keynote speaker at multiple National Investor Conventions and local investor fairs
Honors Graduate - Metropolitan State College - Denver, Colorado
- Outstanding Student - School of Education
- Who's Who - American College & Universities
- Colorado Scholar's Award Winner
Joseph A. Ritsick, MD, [Medical Consultant]
Board Certified, Physical Medicine & Rehabilitation
Board Eligible, Internal Medicine
Medical Director of Rehabilitation Hospital
Medical Director of Rehabilitation Transitional Care Units in Acute Care Hospitals
Medical Director of Rehabilitation Units in Long Term Care Facilities
Medical Director of Chronic Pain Management Program
In private practice for 30 years treating rehabilitation patients with stroke, traumatic brain injury,
spinal cord injury and pain patients with musculoskeletal injuries, pain syndromes, and chronic
pain related to both cancer and non-malignant sources of pain.
Member:
American Academy of Physical Medicine & Rehabilitation
American Congress of Physical Medicine and Rehabilitation
Who we are
"Thanks for all the care you gave my dad."
Bonnie
Vallejo, CA
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3343 Vincent Road, Suitce C | Pleasant Hill, CA 94523 | ph. 925.627.1593 | f. 925.627.1597
info@pmrfiduciary.com | www.pmrfiduciary.com
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Office Staff
Jobelle Vaughan
Practice Manager & Bookkeeper, CA Notary Public
Jobelle joined PMR in 2009 and oversees accounting for all of PMR’s clients. She also manages the preparation and filing of all personal tax returns for clients, fiduciary tax returns for trusts and estates and she performs regular audits of client bank accounts and household cash funds.
She proficiently manages our client financial services including
bill paying, receipts & disbursements. She actively monitors clients' cash flow and ensures accurate record keeping for reporting to various government agencies as required.
Prior to joining PMR, Jobelle was the Office Manager & Tax Preparer for a CPA Office, and the Office Manager for a Chiropractic Office. Jobelle possesses a California Tax Preparer
License, and is pursuing both an Enrolled Agent License and her Bachelor of Science degree in Accounting.
Practice Manager & Bookkeeper, CA Notary Public
Jobelle joined PMR in 2009 and oversees accounting for all of PMR’s clients. She also manages the preparation and filing of all personal tax returns for clients, fiduciary tax returns for trusts and estates and she performs regular audits of client bank accounts and household cash funds.
She proficiently manages our client financial services including
bill paying, receipts & disbursements. She actively monitors clients' cash flow and ensures accurate record keeping for reporting to various government agencies as required.
Prior to joining PMR, Jobelle was the Office Manager & Tax Preparer for a CPA Office, and the Office Manager for a Chiropractic Office. Jobelle possesses a California Tax Preparer
License, and is pursuing both an Enrolled Agent License and her Bachelor of Science degree in Accounting.
Brenda Thomas
Care Associate, CA Notary Public
Brenda joined PMR in 2008 and assists with client visits, assists clients at care appointments, coordinates client care appointments, and supports PMR with various client-related projects. Prior to joining PMR,
Brenda was the Executive Assistant in an Attorney’s office for 13 years, and has over 12 years experience working for investment firms.
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3343 Vincent Road, Suitce C | Pleasant Hill, CA 94523
info@pmrfiduciary.com | www.pmrfiduciary.com
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