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. 


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. 

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Robin Balsam

Katlyn Balsam

Katlyn Balsam

Executive Director, Attorney, Certified Professional Guardian, Fiduciary

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Katlyn Balsam

Katlyn Balsam

Katlyn Balsam

Director, Certified Senior Advisor, Certified Professional Guardian, Fiduciary

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Tracy Raymond

Loralee Williams

Loralee Williams

Certified Professional Guardian, Fiduciary

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Loralee Williams

Loralee Williams

Loralee Williams

Certified Professional Guardian, Fiduciary