About Us

Staff


President / CEO

Trevor Murphy

Trevor Murphy is a California licensed (#822), bondable private fiduciary. He is a partner with Professional Fiduciary Services (PFS) of California. PFS is a group of independent professional fiduciaries who serve as trustee in a Living Trust (any type of trust), personal representative in a Will, agent for Advance Health Care Directives and Power of Attorney for Financial Matters. He also is qualified to serve as a probate court appointed Conservator of the Person and of the Estate.

Along with his fiduciary duties, Trevor concurrently holds the title of President & CEO for Financial and Estate Literacy. This is a nonprofit, 501c3 organization, that presently conducts annual programming “It’s Your Estate!” and “It’s Your Money!” educational workshop series per year. The mission of Financial and Estate Literacy is to prevent financial elder abuse by educating seniors to take control of their financial, estate, and charitable giving decisions. As president, Trevor manages a network of estate planning attorneys, financial advisors, and planned giving experts that volunteer as presenters at public libraries, community centers, and senior center in Orange County.

Trevor is also a member of the Orange County Planned Giving Roundtable; OC Chapter for the Association of Fundraising Professionals; Orange County Bar Association associate member for the Trust and Estates, Elder Law, and the Conservatorship, Guardianship, and Protective Proceedings sections.

Trevor’s educational background includes a MS in Foreign Service from Georgetown University in Washington DC, with a concentration in International Business and Government. He also earned a BA in Economics from UC Berkeley. Trevor is also certified in Fiduciary Management for Trustees by CSU Fullerton.

Prior to becoming a professional fiduciary, Trevor was the Executive Director and Chief Development Officer for Save Our Youth where he handled all aspects of charitable planning and major gifts. He stewarded the largest private financial incentive merit scholarship program in California; responsible for dispersing over $500,000 annually to qualified, low-income students going to college.

While living in Washington DC, Trevor also worked as Political and Economic Risk Analyst for Overseas Private Investment Corporation (OPIC). This organization is the US government’s development finance institution that mobilizes private capital to help solve critical development challenges and in doing so, advances US foreign policy. Trevor also worked for the US State Department in the Bureau of African Affairs on their Economic Policy staff.

Other international work experience includes serving as Executive Director the Amy Biehl Foundation in Cape Town. Trevor managed a $1 million grant from USAID to develop youth violence prevention programming in post-apartheid South Africa. Trevor also served in the Peace Corps in Tanzania, East Africa where he was an Economics faculty member at a Tanzanian college.

Trevor executes his fiduciary duties by establishing trust, encouraging open communication, promoting independent thought, and attaining performance excellence and accountability. His experience will play well in working with families to resolve financial conflicts.

Senior Vice President

Joyce E. Severson

Joyce began her nonprofit career in 1973 with the American Cancer Society, holding positions from Executive Director to Division Director of Business Operations. She joined the American Heart Association as Executive Director for Riverside County in 1985 and rose to Senior Vice President in charge of Southern California.In 1994, she became Director of Planned Giving for Southern California and Utah. Upon retiring from the American Heart Association in 2006, she joined Financial Empowerment and Estate Literacy, Inc. as Senior Vice President.

Joyce attended Indiana University, the University of Arizona, and is a graduate of the Planned Giving Institute of William and Mary and the Charles Schultz Comprehensive Planned Giving Program.

A lover of the outdoors, Joyce completed full marathons in Las Vegas and Kona and numerous half marathons. An avid walker, she is equally at home on the hiking path or the golf course.

Membership and volunteer positions have included Director of the Public Health Nursing Association of Marion County, Indiana, member of the Orange County Planned Giving Round Table and the Association of Fundraising Professionals, and graduate of the Community Emergency Response Team for the cities of Anaheim and Villa Park. Joyce is currently a volunteer at Congregation Beth Shalom Synagogue and the California Institute for Women in Corona.

Joyce and her husband of 55 years, David, and are the proud parents of Frank, David, and Teresa and grandparents of Paul, Rachel, and Trevor.