The Trustee Services Group is a beneficiary focused team drawing upon our diverse professional experience to help beneficiaries become wise stewards of their inherited wealth, while simultaneously supporting the family’s professional advisory team as together we collaboratively strive to successfully navigate the complexities of family wealth.
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
Caring & Collaborative
Sharing a common calling to deliver a personalized, beneficiary focused solution, our team of caring and collaborative professionals regularly draw upon their extensive experience in order to deliver the customized and responsive service which all clients deserve.
Steve Marken
Founder & CEO | Trustee
Mary Sue Powers
Director of Operations & Client Care
John Nicholas
Wealth Transition Specialist | Trustee
Jim Dean
Director of Human Capital | Trustee
Valerie Marken
Director of Administration
Libby Lane
Trust Operations | Client Care
Gregory Schupra
Foundations & Charitable Tax Planning | Trustee
Bruce Peotter
Estate Settlement | Trustee
Steve Masterson
Fiduciary Expert Witness | Trustee
Cindy Moritz
Executive Assistant
Rick Shaum
Family Systems Consultant
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