About Us

Gene Marchi

Gene Marchi has worked in the Health Care and the Financial and Care Management fields since 1970. Certified as a Registered Guardian by the National Guardianship Association, he is also a California Licensed Professional Fiduciary. Gene serves as a Conservator of Person and/or Estate, Trustee and Power of Attorney and is also a Licensed Vocational Nurse, a Social Worker and a Care Manager. He was a founding member and served on the Board of Directors of the Professional Fiduciary Association of California and served on the Personal Affairs Management Program Advisory Committee of Jewish Family and Children's Services. He regularly teaches classes for new conservators through the Probate Court of San Francisco. Gene has a degree in Social Work from San Francisco State University.

Travis Smith

Travis Smith is a Licensed Marriage and Family Therapist. Her work in elder care goes back to the early 70’s. A care manager with a background in medical social work, she has a broad range of experience, from financial assessment and advocacy to case management and medical billing. She has worked extensively with people living with AIDS, Hospice patients, as well as with elderly and disabled clients. Her background allows her to act decisively on behalf of our clients. Travis holds a Master's Degree in Education and Anthropology from Harvard University and a second Master's Degree in Somatic Psychology from the California Institute of Integral Studies, San Francisco, CA.

Professional Memberships

Professional Fiduciary Association of California - founding members

National Association of Professional Geriatric Care Managers

National Guardianship Association

California Association of Marriage and Family Therapists

Bay Area Social Workers in Health Care

Association of Family Therapists of Northern California

Green Business Network

"Gene goes that extra mile to hear his clients' needs, explore the options and support his clients as whole human beings. It's my honor to be part of the team."

Irene Smith, Director,
Service Through Touch,
Massage for Elderly and
Disabled Clients

webdesign by eva ruland

"Travis Smith proceeds with special care for details. [she is] dedicated to the principle of honesty, with a natural and sincere compassion for those who need assistance."

Jean G. Morgan, LCSW LCSW,
Psychiatric Social Worker

"Gene Marchi is extremely trustworthy and honest in his relationships with people. I consider him my most valued colleague in the field of adult protective services."

David S. Averbuck, PhD Attorney and former professor at UC Berkeley School of Social Welfare