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

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D. Clay Perkins, Ph.D.

Executive Vice President

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Grace Grubert

Director of Administration

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STAFF & FIELD SUPPORT

Elizabeth Pimentel

Event Coordinator & Partner Care

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Suzanne Baker

Document Administrator

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Lauren Strozewski

Policy/Projects Coordinator

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Daniel Asche

Estate Consultant

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Kimberly Bonser

Document Specialist

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Celme Divino

Document Specialist

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Philip Marley

Estate Consultant

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Dave Hess

Estate Consultant

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Michael Fischer

Estate Consultant

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Richard Kirchner

Estate Consultant

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Stephen Miles

Estate Consultant

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Julie Futral 

Accounting/Payroll Assistant

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Marybeth Harms

Trainer/Document Manager

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Alice Swartz

Auditor/Member Care

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David VanWagenen

Estate Consultant

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William Tennison

Estate Consultant

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Sharon Spruill

Document Specialist

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Dan Smith

Estate Consultant

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Leo Sabo

Estate Consultant

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Deborah Oliver

Document Specialist

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Sally Miller

Document Specialist

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Rebecca Dyer

Office Coordinator

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Caroline Renfro

Administrative Assistant

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Kelsi Utterback

​Administrative Assistant

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Phil Beavers

Estate Consultant

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Sandra Perkins

Estate Consultant

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Colette Fangman

Document Specialist

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Lisa Richardson

Document Specialist

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Katherine Harms

Document Specialist

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Peter Jurney

Estate Consultant

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Jay Fellows

Estate Consultant

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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)

Made with  in Irvine, California, USA

 

©2020 Financial Planning Ministry

Information provided is for educational purposes only and is not a substitute for legal advice. 

We are a 501(c)3 nonprofit organization.