Our Team
Experienced Servant Leaders

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.

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.

Mary Sue Powers

Mary Sue Powers

Director of Operations
Valerie Marken

Valerie Marken

Director of Administration
Jim Dean

Jim Dean

Director of Human Capital
Libby Lane

Libby Lane

Trust Operations
Gregory Schupra

Gregory A. Schupra

Trust Consultant
Rick Schaum

Rick Shaum

Consultant

Steve Masterson

Trust Consultant
Hannah Lane

Hannah Lane

Executive Assistant
Stacy Rea

Stacy Rea

Financial Assistant

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