All of our staff members are trained fiduciaries who look forward to serving your family with respect, care, and quality. As professional fiduciaries, we are governed by Michigan law commonly referred to as EPIC – Estates and Protected Individual Code. This means we are legally bound to act in the best interest of our clients.
Fiduciary Services North was started to provide services through the courts as Guardian and Conservator for those who did not have someone in the area to serve in that capacity. We quickly grew to include Personal Representative services, acting as successor Trustee and serving as an independent third party to facilitate multiple situations in the Grand Traverse area. What we learned is there are several reasons to consider a professional fiduciary in these capacities, such as your relatives may not live in the area, or you wish to avoid family conflict or simply you do not wish your family members to be burdened with this responsibility.
Personally, I am stepping back from the day-to-day operation of the business. I am very confident the team that is currently in place will be able to assist you with any situation you may have that requires professional fiduciary services.
Thank you for allowing us to be part of your team!
Lisa joined the FSN team in October 2017. Since that time, she has built a solid reputation with court, law enforcement and health agency personnel throughout Northern Michigan as a no-nonsense advocate for our clients. Lisa grew up in Frankfort and graduated from Central Michigan University with degrees in Business Administration and Business Education. She went on to work in education for 10 years and spent 26 years as a partner in operations for three businesses owned and operated by her husband, Jim. She and Jim have been married for 31 years, with four grown daughters, six grandsons and a newly arrived granddaughter. The couple have lived in the Elk Rapids area for more than 35 years. In her free time, Lisa coached various youth and high school sports. She was also an avid tennis player and has now taken on the new challenge of mastering pickleball.
Sarina brought her vast experience to Fiduciary Services North in July 2021. Prior to that time, she worked for the private client group of a large regional bank. The depth of Sarina’s experience includes 15 years, ranging from extensive work with trust professionals to performing a variety of banking and fiduciary services. Originally from downstate, Sarina and her husband, Chris – a Northern Michigan native, moved to the Kewadin area in 2004. The couple has three young children and they are both quite active in the school and the local community.
Nina joined our team in July 2024 where she brings over 20 years of experience in business administration, with strong financial acumen that helps her provide clear guidance and thoughtful solutions. Throughout her career as a controller and administrator, she has built trusted relationships with vendors, bankers, and clients while carefully managing sensitive financial information. Nina is dedicated to truly understanding each client’s unique needs and finding ways to meet them, always acting with honesty, transparency, and their best interests in mind. She balances her professional commitment with a focus on maintaining a healthy work-life harmony.
Leah joined Fiduciary Services North, Inc. in April 2025. She formerly worked as a legal assistant to an estate planning and probate litigation attorney where she gained several years of experience in estate and trust administration. Leah enjoys helping individuals and families navigate difficult times and is a strong advocate for planning for future needs. Leah holds a Master of Public Administration from Grand Valley State University and a Bachelor of Science in Psychology from the University of Utah. Traverse City has been her home for over 20 years.