The Banks Team
The Banks Team is proud of the credentials and certifications we have earned that work hand in hand with trust and integrity to provide an exceptional level of service to our clients.
Lincoln Banks has been a private professional fiduciary for nearly 20 years, acquiring invaluable experience practicing along with his parents who founded Banks & Banks in 1980. He has administered sophisticated estate plans and managed complex trust portfolios including real estate, business interests, securities, and other financial and personal assets.
Lincoln received a Bachelor of Arts in Business Economics in 1997 from the University of California at Santa Barbara, where he met his wife, Jody. After returning to San Diego in 2000 to join Banks & Banks, Lincoln achieved his Master of Science degree from San Diego State University, as well as earning Certified Public Accountant and Certified Financial Planner™ designations. He was one of the first in California to receive the California Licensed Professional Fiduciary designation. With this depth of knowledge and broad skill set, Lincolnís clients directly benefit from his involvement.
Jody Banks brings her extensive academic background and previous work experience at CPA and financial planning firms to assist with the administration of trusts and estates at Banks & Banks. She is a graduate of the University of California, Santa Barbara with a Business Economics degree, and earned a Master of Science in Financial and Tax Planning from San Diego State University, in addition to maintaining a Certified Financial Planner™ certification. Together with Lincoln, they are raising their two young children in La Mesa, CA.
Phillip Banks is the co-founder of Banks & Banks Fiduciary Services, along with his wife, Janet. While now retired from the day to day operations of the firm, Phillip and Janet continue to contribute their vast experience to Banks & Banks as consultants. Phillip held the credentials of Certified Trust & Financial Advisor, Certified Financial Planner™ and California Licensed Professional Fiduciary prior to retirement, and he is past president of the Estate Planning Council of San Diego.
Deborah Ulsund has been the office manager and assistant at the firm for over 10 years.