About Anodos

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Josh Yager, Esq., CFP®, ChFC®

Josh is a recognized content expert on the issues of fiduciary duties relating to the management and oversight of trust assets. He lectures extensively on the policies and procedures for post-death administration and trustee duties of care to CPAs, attorneys, and professional fiduciaries throughout the country. Josh is a licensed attorney (Attorney Bar #237692).

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Ryan Wolfshorndl CFA, CIPM, CFP®

Ryan has been with the firm since its inception in 2005. He has over 15 years experience developing and maintaining trustee governance policies, procedures and practices for large long-term trusts.  Ryan is regularly called to testify as an expert witness in California courts on trustee governance matters and damages studies.

Chat

(805) 899-1245
josh@trustee-help.com

Visit

5290 Overpass Road, Suite #217
Santa Barbara, California 93111