Staff
Davey Sheng joined the Trust Matters team in March 2010. He graduated from UC-Santa Cruz with a major in Economics. Davey serves as Trust Matters’ Operations Manager. He works closely with our clients, paying bills, preparing cash flow reports and coordinating communications with Trust Matters’ team of outside experts. In addition, Davey handles special projects and is in charge of records management. Prior to joining Trust Matters, Davey volunteered at a local medical center where he provided direct assistance to family members visiting loved ones in the hospital. He also helped the volunteer coordinator with electronic records management and volunteer training.
Sarah Zitsman became Trust Matters’ first full time employee in 2007. She kept day-to-day operations running smoothly, managing special projects and working directly with many of our clients. Sarah had primary responsibility for clients’ financial records. In 2009 she enrolled as a medical student at Touro University and transitioned to part-time employment at our company. She now works closely with the Trust Matters team in the preparation of annual client accountings.
"Alan’s education and history – including the fact that he graduated from law school and has a lifetime of business experience as a CFO – distinguish him from other fiduciaries. Also, he can work with complex technical problems and has great forensic skills." - Estates & Trusts Attorney, Alameda County