Our Team
Experienced Servant Leaders

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.

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 Trustee Services Group

Steve Marken, Esq.

Founding Owner | Attorney | CEO | Trustee & Estate Settlement Services
Bruce Peotter

Bruce Peotter, Esq.

Owner | Attorney | Trustee & Estate Settlement Services

John Nicholas

Wealth Transition Specialist | Director of Client Relationships
Mary Sue Powers

Mary Sue Powers

Director of Operations & Client Care
Valerie Marken

Valerie Marken

Director of Administration
Jim Dean

Jim Dean

Director of Human Capital Resources
Libby Lane

Libby Lane

Trust Operations | Client Care

Cindy Moritz

Executive Assistant
Gregory Schupra

Gregory Schupra

Foundations & Charitable Tax Planning

Steve Masterson

Fiduciary Expert Witness
Rick Schaum

Rick Shaum

Family Systems Consultant

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