Partners

Melinda Magyar

Chief Financial Officer


Executive Team

Katie Grassmann

Vice President of Client Services read more

Bill Gustoff, J.D., FCEP

President of Legal Division

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Jason Meredith, J.D., FCEP

Executive VP - Charitable Estate Planning read more

Ben C. Powell, CFRE, M.S.F.E., FCEP

Director, The Carpenter's Legacy read more

Karen Rawson

Assistant to Planning Attorneys read more

Bethany Rozell

Executive VP - Strategic Partnerships read more

Ron Smith, FCEP

President of Associate Relations

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Senior Vice Presidents

Thomas W. Cullinan, J.D., FCEP

Senior Vice President

Pamela Davidson, J.D., FCEP

Senior Vice President

Michael Geis, CFRE, FAHP, FCEP

Senior Vice President

Johni Hays, J.D., FCEP

Senior Vice President

Bob Hoffman, CSPG, CFRE, FCEP

Senior Vice President

Doug Olson, CFRE, FCEP

Senior Vice President

Darren Penny, MBA, FCEP

Senior Vice President

Jeremy Pharr, J.D., FCEP

Senior Vice President

Frank Stepp, FCEP

Senior Vice President

Paul J. Youngdale, J.D., FCEP

Senior Vice President


Vice Presidents

Mike Cowart, FCEP

Vice President read more

Rodney Dean, MBA

Vice President read more

Richard Sanders

Vice President read more

Ron Suggs, J.D.

Vice President read more

Confused by all the letters after everyone’s names? We are proud to have such an accomplished group of experts on our team! Click here to read what each of these designations mean.

Board of Directors are listed here.