Our Team

Our Team is made up of highly trained individuals who take their work very seriously, but themselves...not so much.

SENIOR LEADERS

Portrait of staff member

Michael Prior, J.D.

President

  • email icon
  • linked in icon
Portrait of staff member

D. Clay Perkins, Ph.D.

Executive Vice President

  • email icon
  • linked in icon

Grace Grubert

Chief Financial and Operations Officer (CFO/COO)

  • email icon

STAFF & FIELD SUPPORT

Portrait of staff member

Elizabeth Pimentel

Event Coordinator & Partner Care

  • email icon

Suzanne Baker

Document Administrator

  • email icon

Lauren Strozewski

Policy/Projects Coordinator

  • email icon

Erin Tuccinardi

​Administrative Assistant

  • email icon

David VanWagenen

Estate Consultant

  • email icon

William Tennison

Estate Consultant

  • email icon

Sandra Perkins

Estate Consultant

  • email icon

Philip Marley

Estate Consultant

  • email icon

Leo Sabo

Estate Consultant

  • email icon

Debbie Puckett

Document Specialist

  • email icon

Shelby Gottberg

Document Specialist

  • email icon

Scott Schoberg

Estate Consultant

  • email icon
Portrait of staff member

Julie Futral 

Accounting/Payroll Assistant

  • email icon

Marybeth Harms

Trainer/Document Manager

  • email icon

Alice Swartz

Auditor/Member Care

  • email icon

Zach Paulson

Events and Marketing Assistant

  • email icon

Phil Beavers

Estate Consultant

  • email icon

Alex Calder

Estate Consultant

  • email icon

Celme Divino

Document Specialist

  • email icon

Lisa Richardson

Document Specialist

  • email icon

Karen Brookfield

Document Specialist

  • email icon

Peter Jurney

Estate Consultant

  • email icon

Jay Fellows

Estate Consultant

  • email icon

Are you next?

Apply Today

  • email icon

Rebecca Dyer

Office Coordinator

  • email icon

Caroline Renfro

Administrative Assistant

  • email icon

Kelsi Homann

​Administrative Assistant

  • email icon

Daniel Asche

Estate Consultant

  • email icon

Kimberly Bonser

Document Specialist

  • email icon

Kirk Andresen

Estate Consultant

  • email icon

Sharon Spruill

Document Specialist

  • email icon

Dave Hess

Estate Consultant

  • email icon

Debbie Oliver

Document Specialist

  • email icon

Sally Miller

Document Specialist

  • email icon

Stephen Miles

Estate Consultant

  • email icon

BOARD OF DIRECTORS

From left to right: Leo Sabo (Treasurer), Michael Miller (Chairman),Clay Perkins (EVP), Mike Prior (Pres), Jessica Furlong (Director), William Kelley (Director), Doug Parks (Vice Chair)

Michael Miller

Leo Sabo

Board Chairman

Board Treasurer

Alex Calder

Board Director

Jessica Furlong

Board Director

William Kelley

Board Director