Company Profile

Since 1993, Allied Trustee Services has served California as the premier assessment collection agent and non-judicial foreclosure trustee. Allied utilizes the most sophisticated technology and partners with the leading vendors in the default title and collection support industries, enabling us to provide our clients with the most efficient, accurate and successful collection services possible.

Our collection service contracts are written and executed with our clients in mind, ensuring results based agreements. Clients continue to use Allied’s collection services because we provide the best assessment debt recovery in the industry.

Additionally we provide our clients:

  • Simplified Start-up
  • $1 Million Errors and Omissions Insurance Coverage
  • Legal Oversight and Supervision by In-House Counsel
  • Highly Experienced Staff
We Stay Involved and Up-To-Date

Our Management Team, Trustee Officers and staff stay well-versed on the changing laws within the assessment collection, trustee and common unit development industries. They educate themselves through leadership and membership involvement in many of the industry specific professional organizations, including the United Trustees Association, CACM (California Association of Community Mangers), CAI (Community Associations Institute) and Echo (Executive Council of Homeowners). Finally, we take an active role in shaping legislation through lobbying efforts in the California legislature.

Meet The Team

Gary Wisham, Director of Operations

Gary is currently the Director of Operations 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 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 trustee service providers as an Operations Manager, Trustee Sale Officer and Client Services Manager.

Gary has been the recent 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.

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 their recipient’s thorough knowledge of the non-judicial foreclosure process.

Phillip Charest, Director of Sales and Marketing

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 position as the Director of Sales and Marketing ensures that Allied continues its long tradition of uncompromised commitment to customer service. His team works directly with Allied’s customers to ensure that continued service improvement and new innovation in customer service are achieved for all of Allied’s customers and the communities they serve. He is also responsible for Allied’s new customer on-boarding, ensuring that their assessment collections work flow is flawlessly integrated into Allied’s operations.

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 stays on top of the latest legislation, proposed bills, and industry trends affecting community associations through membership and involvement with the United Trustees Association (UTA), CACM (California Association of Community Mangers), CAI (Community Associations Institute) and Echo (Executive Council of Homeowners). He also holds a Level I California Trustee Certification from UTA.

J. Albert Garcia, General Counsel

Albert brings more than 25 years of top-level legal experience to Allied. As General Counsel, Albert oversees the legal aspects of Allied’s operations. He actively monitors and advises on all judicial and legislative developments that may affect the rights and obligations of homeowners associations. Albert further ensures that Allied’s procedures and business practices throughout the entire collection and foreclosure processes are in strict compliance with all legal requirements of the Davis-Stirling Act, the Federal Debt Collection Practices Act, the Rosenthal Act and all other state and federal laws. He also serves on the Board of Directors of the United Trustees Association.

Albert graduated from the University of Texas School of Law in 1989. He began his career in San Diego with one of the nation’s largest law firms. As an associate then as a partner of the firm, Albert successfully litigated several hundred cases on behalf of real estate professionals, developers, landlords and lenders. Building on his business and legal expertise, Albert has spearheaded several commercial and residential real estate development projects. Recently, as counsel for a major oil company, Albert led a team of attorneys and staff on a 3 ½ year project to divest more than $350,000,000 in real estate and business assets. He is licensed in both Texas and California.

Josephine Harter

Josephine has career experience with many of the assessment collection agencies in Northern California and with great enthusiasm has found her home with Allied Trustee Services. She is excited and proud to be a significant team member of California’s premier collection and trustee agency. Josephine’s lengthy 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’s expertise touches many of the important responsibilities at Allied Trustee Services, ensuring that our customers and delinquent owners are delivered the highest level of quality service.

Through her membership and involvement in the United Trustees Association she is given the ability to continue her professional development in non-judicial trustee issues and practices.

Kari Fleshman (Bristow)

Kari is the senior member of Allied’s operations department. Her career experience spans over two decades years as a trustee in both the deed of trust and assessment collections foreclosure industries. Kari’s expertise contributes daily to the ongoing success of Allied’s services to valued clients and the communities they serve. Kari’s career history includes: trustee sales officer for deed of trust foreclosures, collections manager for an assessment collections company, and over a decade in various critical positions with Allied. Kari has an immeasurable level of experience in all facets of the collection and trustee process for common interest developments. Her attention to detail and high level of knowledge touch nearly every facet of Allied’s operations. She brings enthusiasm and commitment to her position every day, ensuring that Allied’s clients and the communities they serve are delivered the highest level of service with the best possible collection success.

Kari has expanded her trustee education and learning 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 and has successfully completed the UTA level I Trustee Sales Officer Certification coarse and testing.