Owner and Lead Investigator Alison has been returning lost property to clients in the Asset Recovery business since 1998. Consistently recognized as one of the best investigators in the state, Alison formed California Inheritance Group with the goal of prioritizing customer service and building a company with integrity. Alison has helped clients recover over $80,000,000 in assets. Specialities: Genealogical research and difficult death cases.
Director of Operations Peter joined California Inheritance Group with over 10 years of experience in establishing and maintaining client relationships, optimizing policies and procedures for maximum efficiency, and in developing innovative paths forward. He enjoys getting to know individual clients and works hard to ensure they feel confident and comfortable throughout the recovery process. Prior to working for California Inheritance Group, Peter worked for many years in education.
Communications Coordinator David joined the California Inheritance Group team in 2014, and is the point of contact for much of the claim process, helping clients fill out difficult paperwork in an attempt to make this daunting task as easy as possible. In his spare time, David plays piano and continues to work in the solar industry as a draftsman, permitting solar projects across California.
Claim Analyst Merna joined California Inheritance Group as a seasoned professional in customer and clerical services. She enjoys interacting with clients as she coordinates their unique claims, and walks them step by step through the paperwork process to ensure accuracy. Prior to working at California Inheritance Group, she worked for the IRS for many years developing her clerical, technical, and process management skills. She has her degree from Weber State University.
Claim Analyst Shannon joined California Inheritance Group at the beginning of 2018. She previously worked in the field from 2002 through 2006. She assists our clients through the asset claim process from beginning to end and loves working directly with our clients to make things as easy as possible for them. In her free time, Shannon is an avid reader, lover of animals and live music, and dedicated aunt to her niece and nephew.
Investigator and Sr. Claim Analyst Krista has over 15 years of experience working closely with clients to ensure the successful recovery of their property. She enjoys establishing relationships with our clients as she works to prepare their property claim cases. Krista is an expert in handling confidential records and communications. She maintains security clearance and handles daily management of private records. She is adept at solving difficult death cases and enjoys genealogical research.
Investigator Since entering the Asset Recovery business in 2009, Heather has proven herself a most astute and perceptive investigator. An expert in research, she enjoys her association with clients while assisting them with the recovery process. In her 10 years investigating, she has recovered over $8,000,000 in assets. Heather is a professional fiduciary with a degree from Brigham Young University.
Investigator Carlene comes to California Inheritance Group has 14 years of experience in California asset recovery. Her thoroughness and organizational skills have served her well in locating the owners of assets currently held by the State of California. She enjoys interacting with people and assisting them in claiming the properties that are rightfully theirs. Carlene speaks German and enjoys spending time with her most important asset, her family.
Investigator Randy joined California Inheritance Group as an Investigator in 2012. Prior to entering Asset Recovery, Randy specialized in Real Estate Investment and Property Management.