Focused on the relational aspects of wealth and family. Our uniquely collaborative and passionate team works to understand what the family is trying to accomplish with their wealth and offer the best solutions towards that goal.
Our Team
Experienced Servant Leaders
Finance
Our Finance team works to make sure disbursements are made timely, efficiently and provided to the beneficiary in the way they can put it to quick use.
Trust Education
Our Trust Education team helps beneficiaries understand how the trust works, why the grantor set it up the way they did, and how it was intended to be used for your benefit.
Client Services
Our Client Services team is a responsive group who strives to make sure each client is heard and understood.
Our People
Passionate & Collaborative
Our uniquely collaborative and passionate people work alongside our clients every step of the way—caring more, telling it like it is—to anticipate and overcome all the barriers to change.
Steve Marken, J.D., CSPG
Founder/CEO
Mary Sue Powers
Director of Operations
Valerie Marken
Director of Administration
Jim Dean
Director of Human Capital, Trustee
Libby Lane
Trust Operations
Gregory A. Schupra
Trustee Consultant
Rick Shaum
Consultant
Bruce Peotter, J.D.
Trustee Consultant
Steve Masterson
Trustee Consultant
Cindy Moritz
Executive Assistant
Stacy Rea
Financial Assistant
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