Staff Qualifications

Staff of Capitol Guardianship Services

	Director at Large (Leesa Camerota) - Oversees all aspects of the operation of the agency. Provides feedback and decision making on complex matters. Prepares documents for court reports. Participates in local and statewide meetings, and gives presentations at industry trainings to stay aware of changes in the practice of fiduciary services.
	Director (Janet Franklin) - Directs and supervises day to day management of client affairs. Reviews court reports, financial reports and care management notes for all clients. Meets with clients, family and other professionals as necessary to coordinate services to meet client needs. Reviews and signs all checks issued from client accounts and all requests to transfer funds into or out of investment accounts. Attends court hearings and handles legal issues pertaining to clients affairs. Coordinates medical and care services for all clients. Assigns staff, coordinates schedules, directs actions and reviews reporting to ensure the day to day needs of each client are met. Reviews medical records and confers with health care professionals. Handles emergency medical matters, complex care decisions and in home staffing arrangements. Communicates with family members on the status and changes in the health and wellness of their relative. Prepares care plans, annual reports, POLST forms and medical consent documents.
	Financial Manager (Heather Dretsch) - Manages the day to day financial affairs for all clients. Prepares budgets, court accountings and reports, internal financial tracking charts, and information retention systems. Receives calls and approves requests for extraordinary expenditures or disbursements. Provides information to Investment Manager on clients cash status and short and long term financial goals. Monitors status and security of clients' assets. Maintains a day to day working knowledge of clients' income, expenses, assets, liabilities and financial status.
	Accounts Manager (Samantha Soriaga) - Handles all computer transactions related to collection of income and payment of bills for all clients. Tracks all transactions and valuation adjustments on investment accounts and other assets. Reconciles operation accounts for each client. Monitors spending and balances of outside entities holding client funds. Produces quarterly or annual accounting reports. Coordinates preparation of annual tax returns as necessary. Provides documentation as necessary for annual audit.
	Benefits Manager (Ina Clem) - Provides clients with on-site visits. Arranges, attends or transports clients to medical appointments. Researches residential options, medical or care professionals, social services, recreational opportunities, and personal needs resources. Reviews and approves payment of all routine expenditures from client account. Completes all forms, periodic reports, forms and outside documentation as necessary to obtain and maintain government benefits for eligible clients. Communicates with government agency representatives on changes ore concerns with client needs. Directs the distribution of periodic discretionary funds to clients. Maintains internal tracking systems for income and expenditure of client funds.
	Administrative Assistant (Christina Dominguez) - Handles all clerical and administrative tasks for clients and office. Receives and routes telephone calls and faxes to appropriate staff. Receives, sorts and delivers mail to staff. Processes outgoing mail including checks for client bills and services. Scans, e-mails, faxes and copies documents for delivery to others and retention of information. Assists staff with errands, scheduling, communication and other tasks as needed. Maintains legal, financial, and care files for all clients.
	Care Manager (Chrissy Pidone) - Provides clients with on-site visits. Provides or secures the goods or services clients requests for personal satisfaction. Arranges, attends or transports clients to medical appointments. Reviews care facility and medical facility charts. Coordinate relocation of clients when necessary. Researches residential options, medical or care professionals, social services, recreational opportunities, and personal needs resources. Prepares visit notes and provides information to senior staff on changes or concerns in the health and welfare of the clients.

	Tom O'Brien & Edward Gardner are principals of Guardianship Services of Seattle. Ed and Tom consult regularly with staff of Capitol Guardianship Services.