Nancy Doty, RG-CGC, OCPF leads our team in providing guardianship, conservatorship, and care coordination services. Her educational background in nursing, experience in hospital-based social work, and former position as a Deputy Public Guardian for Multnomah County combine to give her the most comprehensive preparation by a private guardian, conservator, and care coordinator. Nancy is an Oregon Certified Professional Fiduciary, and a registered guardian with the National Guardianship Foundation, and is a Founding Member and Past President of the Guardian/Conservator Association of Oregon. Her unique perspective on needs and resources for the frail, elderly, demented, and chronically mentally ill is the cornerstone upon which our program is built. Nancy's skills as a fiduciary and advocate are honed by over fifteen years of experience and expertise with difficult clients and controversial situations.  Nancy’s additional community interests include the Friends of Green Streets,  and assorted gardening projects; including her rose beds, vegetable garden, and cultivating native and natural plants that support the birds and wildlife.

Emily Engdahl, RG-CGC, OCPF is the liaison between the private and public sectors, acting as a bridge to other professionals to coordinate client services; managing public relations, new referrals, and gathering resources available to our clients. Emily is an Oregon Certified Professional Fiduciary, and a Registered Guardian with the Center for Guardianship Certification (formerly the National Guardianship Foundation). Emily served the Guardian/Conservator Association as President in 2005.   Emily holds a degree in Communications and an additional Certificate in Conflict Management and Mediation from Marylhurst University, and is a member of the Oregon Mediation Association and The Association for Conflict Resolution. Emily enjoys the outdoors with her family, graphic design, travel, computers, green living and home improvement, and is a voracious reader of all books.

Barbara Morris handles the financial aspects of client accounts (accounting, inventories, etc.) as well as overseeing and maintaining the finances of our conservatorship accounts. She began in the Trust Division of First Interstate Bank of Oregon in 1973 and worked there for 21 years. While at First Interstate Bank, she managed conservatorships, estates, trusts, agencies, and worked with fiduciary taxes. Her extensive experience in the field makes her an invaluable asset to our company, and is of great benefit to our clients. Barbara is also a strong member of the NE Portland school community, and former President of the Soroptomist Club of Portland.

Stefanie Young has spent many years in the field as a legal assistant and office manager. She now works part time, returning to us after a several year hiatus (Stefanie was our very first employee!). Her attention to detail and legal skills are showcased in creating and keeping track of fee petitions, conservatorship accountings, bookkeeping, and other court-related data. Stefanie plays violin in a local community orchestra.

Jacob Davidson aids Nancy as her secondary "eyes and ears," as a Care Coordinator, providing services for our clients, arranging and attending medical and mental health appointments, coordinating care conferences and facilitating communication between clients, caregivers, and Nancy. Jake enjoys working on his house and traveling with his wife and dog, and is the proud new father of identical twin girls!

Dina Stewart returned to us (after several years as a full time mother to two) to Care Coordination, also providing assistance to clients with medical and mental health appointments. She is the head of all client research projects, including data searches for birth and death certificates, military papers, and court related information. In her spare time, Dina is an active member of her neighborhood community and is an avid soccer player.

Stacy Heiney is our newest member, an Oregon native with an MFA in Creative Writing from Vermont College of Fine Arts. Her specialty is poetry and prose. Stacy manages all files, creates the client newsletter and correspondence to clients, and is our office jill-of-all-trades. She enjoys reading, writing, gardening, and is an aficionado of blueberries and coffee. Stacy is owned by her very large marmalade kitty, Leo, who weighs 16 pounds and is very entertaining. 

These changes represent a growing staff selected to meet the needs of an expanded client base. We strive to meet clients' needs in a sincere and flexible way, with respect for their individuality and dignity.

In addition to client needs, we hope to meet the needs of family members, referral systems, and other individual professionals for whom we may ease the burden of difficult care coordination.

Thank you for placing your confidence in our efforts. We hope you will have every reason to continue to allow us to serve you and our mutual clients and family members in the future.