Principals
Gene Marchi, LVN, RG, CLPF
Gene Marchi has been a respected authority in financial and care management since 1975. He is a licensed California
Professional Fiduciary and a charter member of the Professional Fiduciary Association of California, a professional
organization dedicated to ethics, continuing education and certification standards. He has been appointed to serve as
conservator since 1985, and regularly teaches court-mandated educational and ethics workshops for non-professional
conservators. Gene is certified as a Registered Guardian with the National Guardianship Association and is a member of
the National Association of Professional Geriatric Care managers. In addition to being a licensed vocational nurse, Gene
holds his degree in Social Work from San Francisco State University.
Professional affiliations

O U R M I S S I O N
Marchi & Smith is committed to ensuring the highest levels of dignity and independence for each of our clients, fully respecting each individual's unique beliefs, needs and rights, while creating and implementing an optimal care/financial service plan that serves and supports the client's best quality of life.
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Travis Smith, EdM, MA, MFT
Travis is a licensed California Marriage and Family Therapist with over 30 years of experience in medical social work,
hospice care, care management, financial assessment, advocacy, medical billing and hospital discharge planning. Travis
holds Master's Degrees in Counseling Psychology from California Institute of Integral Studies and in Education and
Anthropology from Harvard University.
Professional affiliations

Our Team of Professionals
Our diverse and devoted team includes educated, licensed and certified marriage and family therapists, fiduciaries, social
workers, hospice nurses, other professionals and administrative staff. With our extensive network, expertise and
comprehensive knowledge of resources, we are able to effectively collaborate to meet the complex needs of our clients
and their families — all with a personal touch that assures no one is ever lost in an administrative haze.
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