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Our Team

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

EXECUTIVE TEAM

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Michael Prior, J.D.

President

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D. Clay Perkins, Ph.D.

Executive Vice President

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Grace Grubert

Chief Financial and Operations Officer (CFO/COO)

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VICE PRESIDENTS

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Karen Brookfield

Document Specialist

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Julie Futral 

HR/Accounting Assistant

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Liz Pimentel

Executive Assistant

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Rebecca Dyer

Office Coordinator

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Shelby Gottberg

Document Specialist

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Caroline Renfro

Administrative Assistant

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Clarissa Echevarria

Member File Reviewer/Admin Assistant

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Zach Paulson

Marketing and Events Coordinator

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Erin Tuccinardi

Document Specialist

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Kirk Andresen

Estate Consultant

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Kenn Edwards

Estate Consultant

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Peter Jurney

Estate Consultant

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Sandra Perkins

Estate Consultant

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Scott Schoberg

Estate Consultant

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David VanWagenen

Estate Consultant

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Phil Beavers

Estate Consultant

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Jeff Houvener

Estate Consultant

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Philip Marley

Estate Consultant

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Steve Preskenis

Estate Consultant

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Terry Stine

Estate Consultant

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Are you next?

Apply Today

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Alex Calder

Estate Consultant

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Jim Mertz

Estate Consultant

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Stephen Miles

Estate Consultant

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Leo Sabo

Estate Consultant

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William Tennison

Estate Consultant

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OFFICE SUPPORT

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Suzanne Baker

Document Administrator

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Marybeth Harms

Trainer/Document Manager

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Debbie Puckett

Document Specialist

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Lauren Strozewski

Policy/Projects Coordinator

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Celme Divino

Document Specialist

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Sally Miller

Document Specialist

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Lisa Richardson

Document Specialist

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Alice Swartz

Document Intake Specialist

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Wendy Dunne

Document Specialist

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Debbie Oliver

Document Specialist

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Sharon Spruill

Document Specialist

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Are you next?

Apply Today

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FIELD SUPPORT

BOARD OF DIRECTORS

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From left to right: Alex Calder (Director), Clay Perkins (EVP), Jessica Furlong (Director), Mike Prior (President), Grace Grubert (CFO), Leo Sabo (Treasurer), Michael Miller (Chairman)

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Alex Calder

Board Director

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Michael Miller

Board Chairman

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Jessica Furlong

Board Director

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Leo Sabo

Board Treasurer

ESTATE CONSULTANTS

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Jay Fellows

Vice President of

Partner Development

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Dave Hess

Vice President of

Consultant Development

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