Our Team
Our Team is made up of highly trained individuals who take their work very seriously, but themselves...not so much.
SENIOR LEADERS
Michael Prior, J.D.
President
D. Clay Perkins, Ph.D.
Executive Vice President
Grace Grubert
Chief Financial and Operations Officer (CFO/COO)
STAFF & FIELD SUPPORT
Elizabeth Pimentel
Event Coordinator & Partner Care
Suzanne Baker
Document Administrator
Lauren Strozewski
Policy/Projects Coordinator
Erin Tuccinardi
Administrative Assistant
David VanWagenen
Estate Consultant
William Tennison
Estate Consultant
Sandra Perkins
Estate Consultant
Philip Marley
Estate Consultant
Leo Sabo
Estate Consultant
Debbie Puckett
Document Specialist
Shelby Gottberg
Document Specialist
Scott Schoberg
Estate Consultant
Julie Futral
Accounting/Payroll Assistant
Marybeth Harms
Trainer/Document Manager
Alice Swartz
Auditor/Member Care
Zach Paulson
Events and Marketing Assistant
Phil Beavers
Estate Consultant
Alex Calder
Estate Consultant
Celme Divino
Document Specialist
Lisa Richardson
Document Specialist
Karen Brookfield
Document Specialist
Peter Jurney
Estate Consultant
Jay Fellows
Estate Consultant
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Rebecca Dyer
Office Coordinator
Caroline Renfro
Administrative Assistant
Kelsi Homann
Administrative Assistant
Daniel Asche
Estate Consultant
Kimberly Bonser
Document Specialist
Kirk Andresen
Estate Consultant
Sharon Spruill
Document Specialist
Dave Hess
Estate Consultant
Debbie Oliver
Document Specialist
Sally Miller
Document Specialist
Stephen Miles
Estate Consultant
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