- Phone: (303) 282-8882
Courtney Smith founded Lotus in 2002 and has since provided fiduciary and daily money management services for over 16 years. She has served over 200 clients from all over the United States as Power of Attorney, Conservator, Special Conservator, Personal Representative, Daily Money Manager, Trustee and Representative Payee. She has a long history of working with adult protective services and has dealt with numerous financial exploitation cases and investigations over her 16 year career. In 2016, Courtney embarked on another mission of preventing litigation and conflict between families by providing support services to non-professionals who are willing and able to serve in that role for their loved one. Courtney has a Bachelor in Public Affairs and Management from Indiana University and enjoys skiing, hiking and spending time with her loved ones.
Bob Fenton serves as our Vice President of Operations and Finance, and General Manager. He has over 30 years of experience in the financial services industry. He is a CPA (inactive license) and has an MBA in Finance. Bob has been an active member of the community since relocating to Colorado in 2003. He serves on several nonprofit boards, as well as serving on the board of directors of Solera National Bank, which he co-founded in 2007. Additionally, he and his wife Mary Lou are co-founders of Wellspring Community, a non-profit established in 2008 to serve adults with developmental disabilities.
Angela Blake is the Accounting Manager at Lotus Fiduciary Services, Inc. She has a bachelor’s degree in Finance with a minor in Economics. Angela has over 10 years of bookkeeping and accounting experience. In her spare time she enjoys cooking and traveling with her family.
Cheryl Patrick is an Assistant Accountant at Lotus. Her primary responsibilities include accounts payable, accounts receivable and general accounting projects. She received her B.S. in Accounting at San Diego State University. Cheryl’s background includes over 15 years experience in private accounting practice. In her spare time, she enjoys skiing and hiking.
Joseph Caldara serves as our in House Property Manager and Administrative Assistant. He has a Bachelors in Professional Writing from the University of Colorado Denver. He has six years of administrative experience in a variety of fields, such as senior services, website optimization, and politics. Joseph is a Colorado native and, in his free time, enjoys playing board games and writing fiction.
Kathreen Bankston is the Administrative Executive Assistant to Courtney Smith. She has over 12 years of administrative experience assisting high level executives. Kathreen was born and raised in Alaska and received her Bachelors in Business Administration at the University of Texas at Dallas. On her off time, she enjoys the outdoors and traveling.