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Our Team

Denise L. Martin

Denise L. Martin, AEP®, CTFA
Vice President, Senior Relationship Manager

Denise is a veteran in the field of trust and estate services in Southern California with over 30 years of experience managing high net worth relationships.  Denise began her career as a Senior Trust & Estates Paralegal in San Diego, California at Gray Cary Ware & Freidenrich where she managed the after-death administration of the firm’s highest profile clients and served on many of the firm’s advisory committees.  In her role as a Senior Trust Advisor with MUFG Union Bank and US Bank, Denise was a member of high-producing teams of wealth management specialists who provided comprehensive services and solutions to high net worth individuals.
 
Currently, Denise is responsible for the efficient administration of trust and investment management accounts for our high-net-worth clients.  She provides expert advice and counsel to our clients and administers accounts in a manner that ensures compliance with legal requirements and business policies and procedures. 

Denise’s professional experience also includes service on senior bank management committees where her legal and risk management expertise was instrumental in developing critical policies and procedures for high net worth client asset management and trust services, elder and special needs trust management, and estate settlement services. 

Denise is a graduate of the University of San Diego, Paralegal Studies, has earned her Certified Trust & Financial Advisor credential awarded by the American Banker’s Association and holds the Accredited Estate Planning Credential awarded by the National Association of Estate Planners and Councils. 

Denise serves on the Board of Directors of Elderhelp, a San Diego Non-Profit Association providing services to seniors in the San Diego area.  She is a member of the San Diego Estate Planning Council, the North San Diego County Estate Planning Council, the Long Beach Estate Planning Council, and the San Diego County Bar Association Probate and Elder Law Sections.  Denise has two adult daughters and is an active cyclist and triathlete.