Sun City West (623) 546-6082

Licensed Fiduciary Condit and Associates, LLC

What is a Licensed Fiduciary

A fiduciary is someone entrusted to protect property, oversee matters and manage care when people become unable to do so for themselves.

Through the Arizona Supreme Court, Fiduciaries are bonded, background checked, fingerprinted and eventually become licensed. The licensing means a knowledge of the law that applies to caring for others and their finances. They are held to a high standard under the law and are accountable to their clients, their families and the courts. Fiduciaries are expected to be advocates for the clients they serve and help to protect them from abuse and exploitation. Many Licensed Fiduciaries are either former personal trust officers, medical professionals, or human services professionals.

How Can You or a Loved One Benefit?

In today’s busy world, having the time to attend to needed family and loved ones is a challenge.

  • We fill the gap for busy families and treat clients like adopted parents, aunts and uncles.
  • Rescue and relief for busy families.
  • Help for loved ones to live an easier, simpler, and more carefree life.

Licensed Fiduciary Condit and Associates, LLC offers financial peace of mind for you and your loved ones.


About Condit and Associates


Qualifications

Mary Jane ConditMary Jane Condit – Partner, President, Principal, Licensed Fiduciary #20517, CTFA, MBA, NGA. Licensed Fiduciary as of 08-26-2004, Thirty plus years experience in fiduciary services included twenty plus years experience in personal banking, trust and estate administration and financial services.

Valerie J MillsValerie J. Mills – Partner, Vice President of Business Operations, Licensed Fiduciary #20614, CTFA, NCG. Licensed Fiduciary as of 05-14-2009, over nine years experience in a professional licensed fiduciary services company.

Nicole CundiffR. Nicole Cundiff – Partner, Vice President of Business Operations, Licensed Fiduciary #20703, NCG, Licensed Fiduciary as of 01-21-13. Over seven years of experience in a professional licensed fiduciary services company.

Kathleen MoriarityStephen M. Cundiff – Licensed Fiduciary #20725. Licensed Fiduciary as of 01-09-14, ABA Approved Paralegal Certification since May of 2010, BS in Legal Studies, professional fiduciary services and property management administration since January of 2014.

Debbie DodgeDebbie Dodge – Registered Nurse, Care Coordinator. Forty-one years of experience practicing as a registered nurse in home health and supervisory positions.

Cathie Eroh RNCatherine Eroh – Registered Nurse, MS, Care Manager. Master’s degree in community health nursing with over 30 years of experience in a variety of health care settings including home health care.

Cathie Eroh RNKathryn E. Wade – Registered Nurse. Over twenty-seven years of experience in hospitals, home health settings and psychiatric residential treatment care. Certification for Hospice and Palliative Care.

Kathleen CrowleyKathleen J. Crowley – Relationship Manager, Administrative and Property Management Support. Over thirty years of experience in personal banking and financial services.

Lucy GrabowskiLucy Grabowski – Administrative and Property Management Support. Operations. Seven years of experience in accounting/bookkeeping, over two years experience in a personal injury law firm.

Anita MackowiakAnita F. Mackowiak – Administrative Support. Has over twenty years of administrative support and customer service in Mental Health Care Administration. In addition Anita has over five years experience in customer relations with a 55+ resort community.

Sally Hawk Health Care AdministratorSally Hawk – Administrative and Property Management Support. Over twenty years of experience in Health Care Administration, Medical Clinic and Facility Management. Additionally, Sally has prior administrative and management experience in a large Financial Services venue and has worked recently in a Risk Management role in the corporate setting.

Sandra LandelsSandra K. Landels – Administrative and Tax Support. Over seven years of professional fiduciary services and tax preparation experience.

Matthew NealMathew Neal, Property Manager

Mathew NealC. Michael Kroll, Assistant Property Manager

 

Richard Cundiff – Labor Maintenance Tech

Dallas Mills – Labor Maintenance Tech

Kaylie Mills – Clerical Assistant

Hannah Cundiff – Clerical Assistant

 

For more information or to schedule a complimentary visit contact us at
Phone 623-546-6082 Fax 877-784-6938 Email mjcondit@conditandassoc.com

It is our privilege to provide quality care and management for those who are in need of protection and assistance.

Our Mission

We provide professional, dependable financial and personal care services for those who want life to be simple, easy, or no longer a struggle. To give respect and honor the dignity and livelihood of those who have raised, nurtured and mentored the rest of us.

Member of

  • Arizona Fiduciary Association
  • Sun Health Foundation Board
  • Interfaith Community Care Board

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