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


Nicole CundiffR. Nicole Cundiff, Managing Member, Partner, CFO, and Licensed Fiduciary #20703; 2013, NCG. BA in Education, AA in Business Administration. Fifteen plus years’ experience in trust, probate, and estate administration. Currently serving second term as Secretary on the Arizona Fiduciary Association Board of Directors. Prior educator and director of nationally recognized non-profits in AZ and OR.

Valerie J MillsValerie J. Mills, Managing Member, Partner, CEO, and Principal Licensed Fiduciary #20614; 2009, CTFA, NCG. Seventeen plus years’ experience in trust, probate, and estate administration.  

 

Stephen M. CundiffStephen M. Cundiff, Juris Doctorate; AZ Bar 034942; Licensed Fiduciary #20725; 2014; ABA Paralegal Certification 2010, BS in Legal Studies. Eight plus years’ experience in trust, probate, and estate administration. Joined Condit 2014.

 

Anita MackowiakAnita F. Mackowiak, Licensed Fiduciary #20847; 2017. Seven plus years’ experience in trust, probate, and estate administration. Twenty plus years’ of service in Mental Health Care Administration, management and customer relations with a 55+ community. Joined Condit 2013.

 

Lori LashleyLori Lashley, Licensed Fiduciary #20670; 2011, NCG. Thirteen plus years’ experience in guardianship, conservatorship, trust, and estate administration; including both public benefits and property management.  Served as executive Director of Arizona Fiduciaries Association 2017-2019; served on Professional Advisory Council at Southwest Autism Research & Resource Center (2016-2020).  Joined Condit 2008-2013, rejoined 2021.

 

Kathleen CrowleyKathleen J. Crowley, Relationship Manager, Administrative Support. Thirty plus years’ experience in personal banking and financial services. Joined Condit 2010.

 

Lori LashleyAnnette Cohen, Registered Nurse, Care Management. Over 30 years nursing experience in a variety of community settings including home health settings, utilization review with Medicare line of business, schools, private duty nursing, and hospice/geriatric case management. Joined Condit 2021.

 

Lucy GrabowskiLucy Grabowski, Operations, Administrative Support. Eleven plus years’ trust, probate, and estate administration experience in accounting/bookkeeping. Prior administrative experience in a law firm. Joined Condit 2009.

 

Condit and Associates Hannah CundiffHannah Cundiff; Administrative Support. Pursuing Bachelor of Science in Nursing (BSN) degree. Certifications include; Direct Care Worker 1&2, Certified Caregiver, & Habilitation. Seven plus years’ experience in administration, medical, and customer service. Joined Condit 2014.

 

Marybelle ZaragozaMarybell Zaragoza,Receptionist. Over 10 years’ experience in administration and customer service. Three years’ experience in the legal field, previously with Maricopa County Public Defender’s office and Legal Advocates office. Joined Condit 2018.

 

Sandra LandelsVictoria Rutledge, Administrative Support. Ten plus years in program administration and project management. Joined Condit 2018.

 

 

Sean A. Carey, Administrative Support. Joined Condit 2021.

Kaylie Mills, Administrative Support. Joined Condit 2018.

Neftali Zaragoza, Property Manager. Joined Condit 2019.

Mike Kroll, Property Manager. Joined Condit 2014.

Michael Mills, Property Manager. Joined Condit 2021.

 

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

Resources

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