About Shield Fiduciaries

Shield Fiduciary LLC is an Arizona based business which provides services relating to trust and estates, Guardianships, Conservatorships and Personal Representatives. Our firm principal is a licensed Estate Planning Attorney.  Our managers include a retired Assistant District Attorney, a PhD in Psychology and two graduates of U of A with majors in psychology. We are Bonded and Insured.

Gregory C. Poulos

Chief Fiduciary

Attorney and Chief Fiduciary For Shield Fiduciaries. An Estate Planning Attorney with over 30 years of experience in Estate Planning, Probate, and other related proceedings, Greg brings his expertise and client care to Shield Fiduciaries.

Andrea K. Umlas

Chief Administrator

Formerly an Executive Assistant District Attorney in Brooklyn, NY, where she supervised a legal, clerical and paralegal staff of approximately 100, Andrea now lends her talents to Shield as our Chief Administrator

Thomas Von Hapsburg

Senior Case Manager

Thomas Von Hapsburg Has 20+ years of professional, academic, and practical experience. He is capable in the managing of care and/or finances of a person or organization in private and court-appointed matters.

Alexis M. Wacker

Junior Case Manager

With experience in both the Law and Psychology fields, Alexis is uniquely qualified to assist with Shield Fiduciaries work to help people in need.

Alex Poulos

Head of IT & Marketing

Head of Marketing, Design, and Technology for Shield Fiduciaries.

Shield Fiduciaries

Shield Fiduciary LLC is an Arizona based business which provides services relating to trust and estates, Guardianships, Conservatorships and Personal Representatives.

Gregory Poulos License - 20890
Shield Fiduciary License - 20899

ADDRESS

Shield Fiduciaries
6424 E Greenway Pkwy, Suite 550
Scottsdale, AZ 85254

CONTACT

602-606-7955

info@shieldfiduciary.com