About Central Oregon Professional Fiduciary Services

Denise L. Martin, NCG, MCIT, AEP, CTFA
Private Professional Fiduciary
Private Professional Fiduciary and
Master Certified Independent Trustee

I am a veteran with over 35 years of experience managing the highest net-worth and complex administrations throughout the Western United States. I partner with Attorneys, CPAs, Real Estate Groups, Investment Advisors, and Medical Professionals to help families navigate the complexities of estate, trust, and financial management throughout life and post-death.

Prior Professional Experience

  • Senior Vice President, Wealth Advisor, First American Trust N.A.

  • Senior Vice President, Regional Trust Manager, USBank 

  • Vice President, Senior Trust Relationship Manager, Union Bank  

  • Senior Paralegal, Gray Cary Ware & Freidenrich

Credentials 

  • Certified Master Trustee, Independent Trustee’s Alliance

  • National Certified Guardian, National Center for Guardianship Certification 

  • Certified Trust & Financial Advisor, American Bankers Association

  • Accredited Estate Planner, National Association of Estate Planners and Council

  • MS Finance, University of Phoenix

  • Graduate Paralegal Studies, University of San Diego

  • BA Music, Arizona State University

  • Member, National Guardianship Association

  • Member, Estate Planning Council of Portland, Inc.

  • Former Member, San Diego Children’s Hospital Estate Planning Council

  • Former Board Member, ElderHelp of San Diego

  • Former Board Member, California Ballet Association