Natalie Spiwak is the President of Affinity Trusts and is a Certified Citadel Estate Planner. Prior to launching Affinity Trusts, Natalie was the Director of Marketing and subsequently the Assistant Director of Alumni Relations at California State University, Los Angeles, where she promoted the value of education and charitable giving for over a decade. Natalie is passionate about educating consumers about the importance of protecting their wealth for generations to come. She has presented hundreds of educational seminars and radio broadcasts that speak to the importance of establishing a plan that efficiently and cost effectively transfers a person's assets upon death and/or incapacity, thereby avoiding family conflict and resource-intensive probate. Natalie serves the life-planning needs of many with a high level of passion, expertise, and integrity.
Mona Sampson is an Senior Estate Planning Specialist at Affinity Trusts. She has worked in the legal industry for more than 20 years in the Ventura and Santa Barbara Counties. As an alumna of UCSB and long time resident of the Central Coast, Mona has developed strong ties within our community. Mona dedicates her time and efforts to aligning the needs and goals of her clients with the right estate planning solution.