Who We Are

 

Patricia Atwood, CLPF, NCG

Patricia began her career as a professional fiduciary in 2005, as one of the founders of SAFE Planners Inc.  She is a licensed professional fiduciary and a National Certified Guardian, and is committed to serving the needs of the elderly, their families, and people with disabilities within our local community. 

Patricia completed both fiduciary programs, the Professional Fiduciary Management for Trustees and the Professional Fiduciary Management for Conservators, at California State University at Fullerton before obtaining her Professional Fiduciary license through the Professional Fiduciaries Bureau in the State of California. She is also an active member of the Professional Fiduciary Association of California, regularly attending conferences and extended education seminars.

Patricia is dedicated to promoting the emerging field of private fiduciaries to better serve the needs of seniors, their families, and persons with disabilities throughout Humboldt County. 

Kip Roberti

Kip, co-founder of SAFE Planners, Inc., has worked for over 20 years  in education as a teacher and administrator for both county and state agencies, specializing in teacher training and strategic planning.    At SAFE Planners, he specializes in providing senior advocacy and services geared towards people dealing with dementia. Kip also teaches courses on estate management topics at Humboldt State University (HSU) through the Osher Life Long Learning Institute, OLLI.

Throughout his professional life he has worked closely with people, helping them reach their personal goals, advocating on their behalf.  Through SAFE his energy is directed towards serving people of age and the families that so dearly love them. 

Barbara Davenport, CLPF

Barbara joined the SAFE Planners team more than 4 years ago. She is a California Licensed Professional Fiduciary, holds a California Real Estate Broker’s license, is a graduate of Humboldt State University, and has Mediation certification. The knowledge and skills acquired through Barbara’s previous 20 years experience handling real estate transactions are highly useful when navigating the complexities and problem solving inherent in fiduciary work. 

Assisting and working directly with individuals is a very rewarding aspect of Barbara’s duties at SAFE Planners.

Linda Willcut-Tallman, RN, CCM

Linda is a Registered Nurse and Certified Care Manager specializing in individual care plans and comprehensive case management.  She has over 36 years experience as a R.N. working locally with elders, disabled adults, and in pediatrics.   As a professional, Linda has focused her career and skills in order to provider her clients with access to services and support systems that enable them to maintain their highest level of health and independence.  One of her many talents is encouraging people to be the best they can be, treating them holistically with compassion and respect.  When she is not helping others Linda loves to paint and be creative.



  • (707) 445-1144

  • Click to visit PFAC website

We Act As

• Trustees
• RN Certified Care Managers
• Conservators of Person and/or Estate
• Executors of Wills
• Agents under Power of Attorney
• Agents for Advanced Health Care Directives
• Advocates to support and enhance quality of life
• Bill Pay/Money Managers to protect from financial abuse
• Consultants for family members acting in a fiduciary role

Contact Us When

• A professional with extensive experience is needed
• Looking for assistance in maximizing independence
• Needing liaison between medical community and families
• Assistance is needed for long or short term medical needs
• Wanting to avoid burdening family or friends
• Wanting to avoid conflict among family members
• There is no appropriate family or friend to act on your behalf
• Elder Abuse is suspected
• Assistance is needed to fulfill a fiduciary role