Sheri L. Samotin, President
Sheri L. Samotin is a California Licensed Professional Fiduciary (license #801), certified Professional Daily Money Manager and National Certified Guardian. She formed LifeBridge Solutions after watching friends and family struggle with the day-to-day business of life.
Sheri brings more than 35 years of business and management experience to LifeBridge Solutions. Sheri was a Managing Director at The Wilkerson Group, a division of IBM Healthcare Consulting where for fourteen years she represented clients in the pharmaceutical, biotech and health services industries. Subsequently, Sheri managed a surgical practice, gaining invaluable knowledge of medical insurance; it was here that she honed her skills as a keen negotiator, providing medical claims advocacy services on behalf of the practice and the patients. Immediately prior to founding LifeBridge Solutions in 2009, Sheri served for eight years s the Chief Operating Officer for a national management consulting firm where she oversaw all day-to-day operations and coaching the firm’s executives.
In addition to her certifications, Sheri is a graduate of Wesleyan University in Connecticut with a degree in economics and hold a master of business administration (MBA) from the Amos Tuck School of Business at Dartmouth College in Hanover, New Hampshire.
Sheri is a member of the Professional Fiduciary Association of California, the Beverly Hills and Los Angeles County Bar Associations and the American Association of Daily Money Managers where she serves on the board. Sheri also serves on the board of OPICA, an adult day program and counseling center for individuals with memory issues and their family caregivers.
Victoria Rizo joins the LifeBridge Solutions team with a background of producing high-profile events at the University of Southern California and Microsoft Theater in downtown Los Angeles. With a decade of experience in live events, she is capable of responding to fast-paced, always evolving plans while maintaining client expectations.
A graduate of the University of Southern California, Victoria is a proud Trojan and is an active member of both the USC Alumni Club of Los Angeles and Town & Gown of USC, a non-profit philanthropic organization. She is currently enrolled in the Professional Fiduciary Management program at California State University Fullerton.
Victoria is a member of Saddleback Church where she co-leads the Financial Freedom Ministry, helping members become financially free through workshops, classes and coaching.
Caroline Green educated in North London, comes to Lifebridge Solutions from a legal estate and tax planning firm in Century City and is a licensed and bonded notary public.
Carrie serves as LifeBridge Solutions’ Client Coordinator and is responsible for all day -to-day administration.