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Our Team

Sheri L. Samotin, Founder

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Sheri L. Samotin, Founder

Sheri L. Samotin is a California Licensed Professional Fiduciary (license #801), Certified Daily Money Manager (CDMM©) 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 as 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 holds 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 served on the board for eight years. Sheri currently serves on the board of OPICA, an adult day program and counseling center for individuals with memory issues and their family caregivers. Sheri is the instructor for the Conservatorship of Protected Persons and Advance Health Directives course in the Cal State University Fullerton Certificate Program in Professional Fiduciary Management.


Victoria Rizo

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Victoria Rizo is a California Licensed Professional Fiduciary (license #1134) and a National Certified Guardian. She joined the LifeBridge Solutions team in the fall of 2018 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 can respond 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 Town & Gown of USC, a non-profit philanthropic organization supporting USC through scholarships, campus enhancements and cultural programs. Additionally, Victoria earned certificates in Professional Fiduciary Management for Trustees and Conservators from California State University, Fullerton.

Victoria serves on the Board of the Los Angeles Estate Planning Council, is an active member of the Professional Fiduciary Association of California, and the Senior Specialist Group for the Foundation for Senior Services. She has helped individuals become financially free through workshops, classes, and coaching.


Brittany Dobson

Brittany Dobson is California Licensed Professional Fiduciary (license #1251) and a National Certified Guardian. She joined the LifeBridge Solutions team in the 2021 and brings a background of business operations and change management, helping organizations and people within them successfully navigate transformation. Brittany joined LifeBridge Solutions with the desire to use her expertise managing change to serve the members of her local community.

Along with her teammate, Victoria, Brittany is a graduate of the University of Southern California and a proud Trojan. In addition to holding a bachelors of business administration (BSBA) from the Marshall School of Business, she is a licensed Project Management Professional (PMP, license #1874581). Additionally, Brittany earned certificates in Professional Fiduciary Management for Trustees and Conservators from California State University, Fullerton.

Brittany has been a resident of Santa Barbara for 14 years where she lives with her husband and young twin children. In addition to being an active parent, Brittany serves on the board of the Junior League of Santa Barbara, an organization of women committed to promoting voluntarism, developing the potential of women and improving communities through the effective action and leadership of trained volunteers.


Caroline Green

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.