About Us
Simplifying case management. Serving today’s clients.
Axos Fiduciary Services® is a relationship-based professional fiduciary case management company. Since 1994, we've leveraged deep experience and specialized tools to provide solutions for all fiduciary matters, regardless of how large or complex.
Raising the bar on case administration.
With decades of expertise, our team of industry professionals specializes in helping fiduciaries streamline their tasks, saving both time and money through our integrated software and banking platform.
Marchand Boyd
Head of Global Fiduciary Banking & Services
Marchand Boyd focuses his decades-long Fiduciary banking and services career on fostering consultative and client-centric partnerships. Exercising deep-rooted industry knowledge, Marchand formulates market and engagement-specific deposit management solutions, empowering his clients with the specialized banking accommodations they need to administer their fiduciary responsibilities successfully.
Courtney Ward
First Vice President, Managing Director of Client Operations
Courtney Ward leads our relationship management and professional services teams responsible for client engagement, retention, and overall servicing. With experience in bank operations and financial services, Courtney provides expertise in AML, fraud prevention, online banking, and project management.
Brett Yambor
Vice President, Business Development & Client Relations
As the Vice President of Business Development and Client Relations, Brett Yambor leads a team supporting Chapter 7 Trustees and fiduciaries. With over 20 years of experience in product creation and account management, he thrives in developing and automating services based on client needs. Excelling in his goal-oriented approach, Brett's motivation lies in directing teams to fulfill client expectations and position Axos as an industry leader.
Renee Laws
Vice President, Director of Client Services
Renee Laws leads our Relationship Management team with a strong commitment to delivering exceptional client support. With more than 25 years of experience in the bankruptcy and fiduciary industry, Renee brings deep expertise and insight to every engagement. She leverages her extensive background to lead the team to assist clients with their day-to-day needs, ensuring seamless operations and reliable solutions. In her role, Renee works closely with her team to support bankruptcy trustees, plan administrators, receivers, liquidating trustees, qualified DIPs, disbursement agents, and other fiduciaries to provide tailored software and banking solutions. Her collaborative approach and industry knowledge make her an invaluable resource for clients navigating complex fiduciary responsibilities.
Leslie Perez
Vice President, Director of Professional Services
Leslie Perez combines legal expertise with operational rigor to help fiduciaries administer cases efficiently and with confidence. She leads Axos’ Professional Services team to deliver comprehensive, end-to-end support across the case lifecycle: 341 preparation, monthly filings, claims reconciliations, distribution modeling, payment administration, and court-ready reporting. With more than three decades of bankruptcy administration experience behind the team, Leslie provides flexible engagement—whether it be for a single project or ongoing case work—so trustees, plan administrators, and disbursement agents can move from intake to final distribution with accuracy and transparency.