Rick Schaum

Rick Shaum

Family Systems Consultant
With a broad background and experience in working with families and business owners, Rick

Cindy Moritz

Executive Assistant
Cindy is a Colorado native who recently moved back to the area after 27 years of military

Steve Masterson

Fiduciary Expert Witness | Trustee
Steve has over 30 years experience managing a wide variety of trust and estate assets,
Bruce Peotter

Bruce Peotter

Estate Settlement | Trustee
Bruce is a licensed attorney in both California and Colorado. Before moving to Colorado,
Gregory Schupra

Gregory Schupra

Foundations & Charitable Tax Planning | Trustee
Throughout his career, Gregory Schupra has educated and assisted thousands of people and
Libby Lane

Libby Lane

Trust Operations | Client Care
Libby brings over 20 years of experience in administration, event coordination, finances,
Valerie Marken

Valerie Marken

Director of Administration
Valerie oversees trust administration on behalf of the Trustee Services Group. Trained on
Jim Dean

Jim Dean

Director of Human Capital | Trustee
Jim has helped clients with complex estates address the difficult questions surrounding

John Nicholas

Wealth Transition Specialist | Trustee
Since 2009, John has served as a trustee within the private banking industry. Prior to the
Mary Sue Powers

Mary Sue Powers

Director of Operations & Client Care
Mary Sue serves as both the Director of Operations and Director of Client Care. She is a