Our Lotus Team

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.

*Courtney Smith’s Resume






Kim Helton comes to us from the Real Estate and Property Management industry.  She is a licensed Colorado Broker with over 32 years of Property Management and Accounting experience. Kim is an Army Brat who considers the State of Alabama her home away from home.  ROLL TIDE! Along with being an avid chef she enjoys going to all kinds of music venues, sports games and camping in her new RV with her family and 4 Weimaraner Dogs.










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.











Lisa Dunn is the Fiduciary Account Manager at Lotus. She received her bachelor’s degree in Accounting at the University of Maryland. In her free time, Lisa enjoys hiking, traveling, and doing puzzles.













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.