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

Phil Beavers

Estate Consultant

Kirk Andresen

Estate Consultant

Sharon Spruill

Document Specialist

Dave Hess

Estate Consultant

Debbie Oliver

Document Specialist

Sally Miller

Document Specialist

Stephen Miles

Estate Consultant

Julie Futral

Accounting/Payroll Assistant

Marybeth Harms

Trainer/Document Manager

Alice Swartz

Auditor/Member Care

Daniel Asche

Estate Consultant

Kimberly Bonser

Document Specialist

Sandra Perkins

Estate Consultant

Philip Marley

Estate Consultant

Leo Sabo

Estate Consultant

Debbie Puckett

Document Specialist

Shelby Gottberg

Document Specialist

Scott Schoberg

Estate Consultant

Rebecca Dyer

Office Coordinator

Caroline Renfro

Administrative Assistant

Kelsi Utterback

Administrative Assistant

David VanWagenen

Estate Consultant

William Tennison

Estate Consultant

Celme Divino

Document Specialist

Lisa Richardson

Document Specialist

Karen Meier

Document Specialist

Peter Jurney

Estate Consultant

Jay Fellows

Estate Consultant

Are you next?

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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)