Our People

Those associated with the Trustee Services Group share a common calling . . . to use our professional background and experience to serve families in the oversight of both their material wealth as well as their most treasured asset, the family’s human capital.

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OUR PEOPLE

STEVE MARKEN, JD, CSPG



Founding Principal, Trustee, Consultant

Steve is a nationally recognized expert and consultant to wealth managers throughout the country, adept at overseeing estate plans that holistically and multi-generationally integrate a family’s financial (material), human (people) and social (philanthropic) capital. With an accomplished professional background in law, tax, finance and philanthropy, Steve is privileged to share his diverse background and experience while serving families and professional advisors throughout the country.

Office: 719.358.8478

Email:

SteveM@TrusteeServicesGroup.com

Full Bio

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VALERIE MARKEN



Director of Administration

Valerie oversees trust administration on behalf of the Trustee Services Group. Trained on trust accounting by AccuTech University, Valerie learned the importance of detail and account reconciliation while serving as the trade assistant for the fund managers at Pacific Investment Management Company (commonly known as PIMCO), one of the largest active global fixed income managers in the world.

Office: 719.358.8478

Email:

ValerieM@TrusteeServicesGroup.com

Full Bio

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STEVE BONE, JD, CWCC



Consultant – Trusts, Trust Administration

Steve is a nationally recognized author and speaker on the technical and legal aspects of trusts and trust administration.

Office: 719.358.8478

Full Bio

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STEVE MASTERSON

Fiduciary, Trust

With over 30 years of fiduciary experience, Steve has overseen the management of perhaps every type of estate asset and is commonly called upon by attorneys and financial professionals to assist in the design and oversight of estate plans for high net worth clients and those with unique family circumstances. Steve shares his extensive background as a consultative mentor to trustees and serves on a national basis as an expert witness on fiduciary related controversies.

Office: 719.358.8478

Email:
samasterson61@gmail.com

Full Bio

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RANDY HUSTON

Administrator – Charitable trusts

Randy serves as Executive Vice President for Yellowstone Trust Administration, focusing exclusively on the administration of charitable remainder and charitable lead trusts. Yellowstone is responsible for assisting with all administrative functions related to the highly specialized field of charitable trusts including trust accounting, annual reports and tax return preparation.

Office: 719.358.8478

Full Bio

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RICK SHAUM



Consultant – Family business and life transition coaching

With a broad background and experience in working with families and business owners, Rick synthesizes tools and perspectives from a variety of disciplines to help clients discover and achieve their personal life goals. A management expert who also offers interpersonal relationship coaching, Rick uniquely brings both ‘left and right brain” skills to the clients he serves.

Office: 719.358.8478

Full Bio

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RON LINT, ASA



Consultant / Trustee – ESOPs

Recognized as an Accredited Senior Appraiser (ASA) by the The American Society of Appraisers, Ron Lint has been active in the field of business valuations and corporate financial consulting since 1980.

Office: 719.358.8478

Full Bio

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GARLAND GOULD, CFP, CAP



Trustee, Consultant

Thanks to his extensive and distinguished background in Foundations and charitable tax planning, Garland has had the privilege to work with and counsel hundreds of families as navigate the complexities of family wealth. As the inaugural President of The National Christian Foundation- Orlando, Garland also brings a faith perspective to his counsel and work.

Office: 719.358.8478

Email:

CGarlandGould@gmail.com

Full Bio

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CRAIG McHUGH



Consultant – Farming and ranching

A disciple of Joel Salatin of Polyface Farm in Virginia, Craig McHugh’s mission is to assist other farm and ranch families by incorporating sound business principals in creating sustainable operations. Referring to himself a “gentlemen farmer,” Craig left a lucrative career in the hightech business world to establish his own organic farm.

Office: 719.358.8478

Full Bio