About Us

Gene Marchi

Gene Marchi has worked in the health-care and the financial- and case-management fields since 1970. A registered conservator in the probate court of San Francisco, Gene is also a licensed vocational nurse, a social worker and a financial manager. He has served on the board of directors of the Northern California Chapter of the Professional Fiduciaries of California and serves on the Personal Affairs Management Program Advisory Committee of Jewish Family and Children's Services. Gene has a degree in social work from San Francisco State University.

Travis Smith

Travis Smith is a registered conservator 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 AIDS and hospice patients, as well as with the elderly and disabled. Her background allows her to act decisively on behalf of our clients. Travis holds a master's degree from Harvard University and is currently completing a second master's degree in somatic psychology from the California Institute of Integral Studies.

Professional Memberships

Professional Fiduciary Association of California - founding members

National Association of Professional Geriatric Care Managers

Bay Area Social Workers in Health Care o National Guardianship Association

Co-Op America 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