IMT
Partners
Sharon
Toth and Meredith
Taylor are more than just bosses; they
are the heart of IMT. They manage the business,
see to clients and represent IMT, all while
mentoring and developing
staff.
Sharon
Toth, LCSW, MFT, RG, CCF, CLPF
Executive Director
Sharon
Toth has been a social worker since 1968 and
has worked extensively with severely mentally
ill clients since 1974. She co-founded IMT
Associates in 1985 to serve disabled adults
and, in 2004, she became sole owner. Prior
to opening IMT, Sharon provided a wide variety
of mental health services to individuals and
families through government agencies. She
has considerable experience with public benefit
resources including the Social Security Administration
and the Veterans Administration.
Sharon helped pioneer
the Professional Fiduciary Association of
California (PFAC) and continues to provide
leadership by volunteering on various oversight
committees. Recently, she served on the State
board to assist the Professional Fiduciaries
Bureau to help develop the new required examination
for licensing all professional fiduciaries
in California, as well as a review course. She
also sat on a committee for the State Judicial
Council to create training for non-professionals
seeking to become conservators or guardians
for family members.
Sharon is frequently
sought out for public speaking and teaching
opportunities to share her wisdom with newer
fiduciaries. She is well respected in the
estate planning community and is considered
an expert in dealing with difficult clients
and situations.
Education:
• Masters in Social Work, C.S.U. Sacramento,
1978
• Bachelor of Arts, University of Illinois,
1967
California Licensures:
• Licensed Clinical Social Worker, License
No. 8509, since 1980
• Licensed Marriage & Family Therapist,
License No. 13632, since 1979
Professional
Service:
• President, Professional Fiduciary
Association of California (PFAC), Northern
California Region, 2007-2008
• Past President, California Association
of Private Professional Conservators &
Fiduciaries (CAPPCAF) 1995
• Past President & Board Member,
San Leandro Community Counseling Center, 1996-1997
Professional
Designations & Memberships:
• Certified California Fiduciary (CCF)
• National Registered Guardian (RG)
• Professional Fiduciary
Association of California, Charter Member
• Mental Health Association of Alameda
County
• National Association of Social Workers
• National Guardianship Association
Meredith
Taylor, MFT, CLPF
Clinical Director
Meredith
Taylor began her career at IMT in 1994 as
a Case Manager after graduating with her BA in Psychology. While at IMT, she went on to pursue her Master's degree in Psychology and is now a licensed Marriage and Family Therapist. She now serves as Clinical Director, and this year she will transition into Partner and is very excited to take on this new role.
Meredith
supervises case management services, provides
leadership to our staff and identifies learning
and development opportunities. She manages
client referrals for our services and provides
assessments and consultations as needed. For over 14 years, she has been working with a wide variety of clients focusing on the elderly, mentally ill and the developmentally and physically disabled that suffer from issues including dementia, depression or other serious medical and psychiatric conditions. She has worked on numerous conservatorships and trusts and understands their complex legal process.
Education:
• Masters in Counseling Psychology,
John F. Kennedy University
• BA in Psychology, C.S.U. Hayward
California
Licensures:
• Licensed Marriage & Family Therapist,
License No.38105, since 2001
Professional
Designations & Affiliations:
• California Professional Fiduciary
Association
• California Association of Marriage
& Family Therapists
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