Meet the staff

CBGS has four certified professional guardians/fiduciaries on staff, one of which is the lead attorney of our sister company, Robin H. Balsam P.S.. The case manager assigned to each client handles all necessary paperwork with the assistance of the bookkeepers and provides support to the executive director to assist her in making well-informed decisions. 

We all care about our clients as if they are family and will do whatever we can to support each of them. Our main goal is to ensure that each client is living in the safest and least restrictive environment, while still meeting their care needs. This is an important ongoing relationship; we enjoy getting to know each client who comes into our office and building a relationship with them that will last a lifetime.

The most important job for the Guardians and Care Managers is assisting in caring for each client on a daily basis through asset management, advocacy, monitoring of care, and decision making. 

Robin Balsam


Executive Director, Attorney, Certified Professional Guardian, Fiduciary

Katlyn Balsam


Director, Certified Senior Advisor, Certified Professional Guardian, Fiduciary

Tracy Raymond


Certified Professional Guardian, Fiduciary

Loralee Williams


Certified Professional Guardian, Fiduciary