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Raising the Bar on Case Administration

Axos Fiduciary Services® is a technology-driven professional fiduciary case management company. Since 1994, we've leveraged deep experience and innovative technology to provide solutions for all fiduciary and advisory matters, regardless of how large or complex.

With a team of accomplished industry experts, we bring order and confidence to complex and often time-consuming tasks. We have a proven track record of helping professional fiduciaries and advisors save time and money with an integrated software and banking platform.

We're confident you'll see how our relentless focus on your success raises the bar in professional services We'll deliver what you need, when you need it, and take the extra steps to help you work through any challenge.


Jill Bauer

Executive Vice President and Managing Director

With more than 25 years of experience in financial and technology services, Jill Bauer continues to lead Axos Fiduciary Services. Jill brings her subject matter expertise to the bankruptcy trustee and fiduciary community along with her treasury management experience.

Phone: (913) 735-8520

Email: [email protected]


Marchand Boyd

Senior Vice President and Director of Business Development

With extensive client advisory and industry expertise, Marchand Boyd brings over 25 years of treasury management and technology solutions for professional fiduciaries in domestic and international markets. Marchand’s background is a unique blend of fiduciary management and systems improvement which allows him to bridge the gap between banking and technology to present customized solutions to his clients.

Phone: (614) 558-8112

Email: [email protected]


Ryan Eric Stern, M.A.

First Vice President, Client Operations Manager

Ryan Stern brings over 20 years of integrated banking experience with special expertise in professional fiduciary operations and client onboarding. With in-depth knowledge of sales, service and operations Ryan will continue to provide ongoing enhancements to our client experience.

Phone: (213) 257-1386

Email: [email protected]