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This is Fred Ball for Zions Bank, speaking on business.
We all know that managing money is no easy job. It’s bad enough when it’s your own. But try managing someone else’s—the bills, the taxes, the investments—it’s hard keeping up with it all. Well, Draper-based Guardian and Conservator Services LLC is making it easy. The company serves clients with trusts or estates too small for some bank trust departments, and it focuses on cases best served by a high level of personal contact.
Individuals and families can be relieved of the stress and responsibility connected with everything from making decisions about a disabled person’s physical care and environment to budgeting and investing financial resources to just eliminating the everyday hassle of paying bills.
Working with some of the most trusted and experienced legal advisors in the area, Guardian and Conservator Services assists clients through the legal maze of establishing and administering appropriate trusts, including special needs trusts. The company and its legal advisors have extensive experience in the appointment of guardians and conservators in an ethical and compassionate manner. The company’s services include compliance with annual reporting requirements to the supervising court and other authorities as appropriate.
Margy Campbell, a licensed clinical social worker, and Robert Hunter, a CPA, founded the company in 1997 and have employed a blend of professionals and support staff with similar credentials and experience. Both Margy and Robert have been active in the Salt Lake business community and professional organizations for a number of years. Margy received the 2000 Woman Business Owner of the Year Award from the National Association of Women Business Owners. And Robert has more than 20 years of experience as a CPA during which time he has been affiliated with the Salt Lake City offices of several national and local CPA firms.
As a large segment of our population moves toward retirement and encounters issues related to aging, Guardian and Conservator Services looks forward to continued growth and evolution of services to assist that valued segment of our population.
For Zions Bank, I’m Fred Ball. I’m speaking on business.