Episode 5/28/22 | Daniel Shelverton, CSI Trust Company

Daniel Shelverton, Executive Director of CSI Trust Company, a financial Institution and a charitable non-profit – a designated 501(c)(3) organization, discusses the daily money management, trust and fiduciary services they provide for kupuna as a Corporate Trustee so that their clients can maintain a comfortable, secure and independent lifestyle through personalized trust and fiduciary solutions and related financial management.