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Meet the Team
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Gary Wisham
Operations Manager |
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Gary is currently the Operations Manager for Allied Trustee Services. He came to
Allied in 2005 on assignment to assist in the company’s transition of the
senior management team. That assignment has become a permanent position as he continues
to build and structure the qualified team that makes up Allied Trustee Services.
During his dedicated service he has introduced significant processes to streamline
procedures, reduce errors and increase customer satisfaction with Allied’s
collection and trustee services. Prior to his involvement with Allied, Gary was
the National Onsite Regional Manager for First American National Default Title Services based
out of Orange County, California. His employment with First American spanned over
a period of six years and afforded him the ability to become involved in many facets
of the default industry. His twenty-one years experience in this industry is reflective
in employment with other foreclosure trustees as an Operations Manager,
Trustee Sale Officer and Client Services Manager. |
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Gary is currently the President and Education/Conference Chair for the United Trustees
Association (UTA) and is also a director on the state board. UTA is a national organization
comprised of trustees, attorneys and related professionals established to foster,
improve and promote integrity of services in the default servicing industry. The
Association’s goals are achieved through a level of excellence in continuing
education, local outreach and legislative advocacy. His positions with UTA have
not only included the past six years as Education/Conference Chair, but he has also
served as PAC Chair, Secretary and acted as President of the San Diego Chapter.
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Gary is currently a member of the Community Associations Institute (CAI) and California
Association of Community Managers (CACM). Gary attended Southwestern College completing
coursework in Business Administration. He is a certified instructor of the UTA Basic
Certification Course; designed so that employers of trustee professionals and the
customers they serve have the confidence in the recipient's thorough knowledge of
the non-judicial foreclosure process. |
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Gary brings tremendous knowledge and industry experience to his job every day. He
instills in the Allied team the desire and enthusiasm to make changes that move
the organization forward, ensuring uncompromised quality and unparalleled service
to Allied’s clients. |
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Phillip Charest
Director of Sales and Marketing |
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Phil comes to Allied Trustee Services after developing his career over 20 years
in many different Sales Management, Marketing Management and Customer Service positions
for large Fortune 500 Companies and not-for-profit organizations. His new position
as the Director of Sales and Marketing will ensure that Allied continues its long
tradition of uncompromised commitment to customer service. He works directly with
Allied’s customers to ensure that continued service improvement and new innovation
in customer service are achieved for all of our customers and the communities they
serve. He is also responsible for Allied’s new customer implementation; ensuring
that their community assessment collections work flow is flawlessly integrated into
Allied’s operations. |
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Phil holds a Bachelor of Science degree from Colorado State University. He has served
for years in several different capacities on community association boards and understands
the voluntary commitment and service it takes to ensure association communities
are maintained, improved, and kept fiscally responsible for all its members. He
is currently studying for his California Real Estate license and is a Real Estate
investor and landlord for several rental properties.
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Phil is very excited to be a part of the Allied family. He is deeply committed
to his new position and values on both a personal and professional level the importance
of what Allied Trustee Services provides to property management teams and community
associations throughout California and Nevada. |
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Stacy Longley
Operations Supervisor |
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Stacy is Allied’s Operations Supervisor with an incredible ten year tenure with Allied
Trustee Services. Stacy has never turned down a chance to learn something new at
Allied and over the years has developed a profound understanding of the dynamic
Assessment Collection and Trustee industry. Stacy has served in every Trustee role
at Allied! Our clients rely on Stacy for accurate information and guidance throughout
the collection process and the legislative changes that affect our industry. Stacy
is passionate about her job and serving our clients and their communities. She oversees
the production of all phases of the collection and non-judicial foreclosure process
ensuring that our clients are well informed at every step.
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Stacy attended Sierra College completing coursework in business and communications. Continuing
education is very important to Stacy, and through her membership and involvement
in the United Trustees Association (UTA) she is given the ability to continue her
professional development in non-judicial trustee issues and practices. |
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Stacy is native to the Sacramento and Roseville area. Having grown up in Northern
California she knows very well the expansive development and importance of community
associations and the meaningful role they serve in our communities.
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Lisa Hodgson
Senior Trustee Officer |
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Lisa is a Senior Trustee Officer with Allied Trustee Services. Lisa has over 10
years of extensive accounting experience from both the retail and finance industries.
Lisa celebrates her 5 year anniversary with Allied where she has served in many
different roles. She has collected a vast working knowledge of the assessment collection
industry over this period and now serves Allied’s customers in many capacities.
Lisa oversees customer accounts affected by bankruptcy, senior lien/foreclosure
status, and surplus/creditors claims; a responsibility that is both challenging
to her and the customers she serves. Her thoughtful ability to analyze these critical
file situations accurately and in a timely manner is important to all Allied customers.
She takes great pride in providing Allied clients with the highest standard of customer
service available.
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Lisa studied at both Southwest Texas State University and Austin Community College.
She is a proud member of the United Trustees Association (UTA). Her professional
association with UTA has provided her the ability to continue her professional development
in non-judicial trustee issues and practices. UTA members are always current on
relevant case law, attend the best educational meetings and trade shows in the industry,
and collectively advocate before state legislatures. |
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Lisa’s family also owns a successful business finance company in the Sacramento
area. She has integrated into her career at Allied the same sense of ownership and
dedication to her customers and is proud to be a positive and supportive member
of the Allied team. |
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Josephine Harter
Senior Trustee Officer |
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Josephine is a Senior Trustee Officer with Allied Trustee Services. Josephine has career experience with many of the assessment collection agencies in Northern California and with great enthusiasm has returned to Allied Trustee Services. She is excited and proud to be once again a significant team member of California and Nevada’s premier collection and trustee agency. Josephine’s expansive thirteen year tenure in the assessment collection and default industry started with a position at a law office that specialized in real estate and homeowner associations. Since then she has gained immeasurable knowledge of the assessment collection and default industry holding many dynamic career positions as a trustee officer. Josephine has a strong working proficiency of all aspects of the collection and trustee process for common interest developments in both California and Nevada. Her tenure and expertise touches many of the important responsibilities at Allied Trustee Services; ensuring that our customers are delivered the highest level of quality service.
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Josephine has a strong desire to continue learning in her trustee capacity to help improve the communities and the customers she serves. Through her new membership and involvement in the United Trustees Association (UTA) she is given the ability to continue her professional development in non-judicial trustee issues and practices.
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Josephine has lived in Northern California for over thirty years and is a volunteer foster parent for homeless animals, specifically Basset Hounds. Her dedication to her career will surely foster the uncompromised commitment to service and total satisfaction for all Allied’s clients. |
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Sally Mocker
Accounting Administrator |
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Sally has made her home at Allied Trustee Services after spending 15 years in property
management accounting. Sally is responsible for ensuring the fiscal part of the
collection process runs smoothly for all of Allied’s customers, a position
within the Allied team that she thoroughly enjoys. Allied’s customers rely
on Sally everyday for her accuracy, efficiency and timeliness for their collection
process. She takes great pride in providing quality service to all of Allied’s
customers knowing the importance of the financial stability of the communities she
serves. |
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Sally is a graduate of Monterey Peninsula College with a degree in Business Administration.
She also maintains a California Real Estate License and has been a licensed real
estate professional for over 20 years. She has an extensive background in customer
service, marketing, and sales having served as the Director of Sales at major hotels
in the San Francisco Bay Area.
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Sally is proud to be a part of the professional and knowledgeable team at Allied
Trustee Services. Owning a home herself in an Association she understands on a personal
level the importance of her career with Allied. |
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Legal Counsel
EDWARD A. TREDER
Attorney at Law |
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EDWARD A. TREDER was admitted to the California Bar in December of 1984, he has practiced
with the firm of Robert E. Weiss Incorporated since 1982. He manages the bankruptcy
department, represents lenders and trustees in mortgage and foreclosure related
civil litigation and handles multi-family and commercial loan default matters, including
foreclosures, bankruptcies, workouts and receiverships. |
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The Law Offices of Robert E. Weiss Incorporated is a professional corporation which
was founded in 1973. The firm has received the highest rating available (AV) for
legal ability and professional standards by the Martindale-Hubbel Legal Advisory
Board. |
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The firm’s practice is devoted primarily to the representation of mortgage
lenders and trustees in foreclosure, bankruptcy, receivership, asset forfeiture,
litigation and unlawful detainer matters throughout California. The firm also provides
non-judicial foreclosure services throughout Nevada. |
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The firm is designated as a HUD foreclosure commissioner and has experience in handling
statutory foreclosures under the United States Code. The firm also represents mortgage
lenders and trustees in various types of civil litigation at both the trial and
appellate levels in state and federal courts throughout California. The attorney
members of the firm are affiliated with various bar associations and industry organizations,
including the State Bar of California, the Real Property and Business Subsections
of the State Bar of California, the Los Angeles County Bar Association, the Mortgage
Bankers Association, the United Trustees Association, the California Bankruptcy
Forum, the California Receivers’ Forum, the Community Association Institute
and the Real Estate Research Council of Southern California. |
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GLENN H. WECHSLER Attorney at Law |
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Mr. Wechsler has practiced real estate Litigation in California since 1984. Mr. Wechsler’s firm specializes in complex real estate litigation matters for banks, savings and
loans, foreclosure trustees, mortgage and companies in real estate related matters.
Mr. Wechsler lectures to various trade groups regarding eviction and foreclosure
matters. |
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Publications:
Mr. Wechsler has published articles pertaining to foreclosure, eviction and title
matters in Industry journals including REOMAC, Contra Costa Lawyer, The Legal Secretary,
Servicing Management and California Trustee's Association. Mr. Wechsler has been
lead trial counsel in several published Appellate decisions important to the foreclosure
and mortgage banking industry including, most recently, Bank of America v. La Jolla
Group II.
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Expert Witness:
Mr. Wechsler has been qualified as an expert witness in the California Superior
Court in REO, foreclosure and eviction matters, and sits as a Judge Pro Tem in the
Contra Costa Superior Court.
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AV Rating:
Mr. Wechsler has received an "AV" rating from Martindale-Hubbell, the
largest National Attorney Rating Service, which reflects very high to preeminent
legal ability and is the highest rating an attorney can receive. Mr. Wechsler is
a past recipient of Fannie Mae’s “Legal Eagle” award present to
its top litigation attorney in the Western United States. |
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Representative Clients:
Representative clients include Federal National Mortgage Association ("Fannie
Mae"), Wells Fargo Bank, NA, GMAC Mortgage Corp., First American Title Insurance
Company, WMC Mortgage, Loanstar Mortgagee Services, Allied Trustee Services,
Executive Trustee Services, LLC, Bank of America, N.A. and Chase Manhattan Mortgage
Corporation. |
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