TEAM
50 team members
Located in 19 states
1,166 years of combined experience
OUR
PARTNERS
93 nonprofit partners
Located in 32 states
415 years of combined relationships
TEAM
50 team members
Located in 19 states
1,166 years of combined experience
OUR
PARTNERS
93 nonprofit partners
Located in 32 states
415 years of combined relationships
Principals
Principals
Eddie Thompson, Ed.D., FCEP
Founder and CEO
P. Cayce Powell, J.D., MBA, FCEP
President
Melinda Magyar
Chief Financial Officer
Executive Team
Executive Team
Ian Fraser, MBA, FAHP, FCEP
President of
Thompson & Associates, Canada
Katie Grassmann
Vice President
of Client Services
Bill Gustoff, J.D., FCEP
President of Legal Division
Jason Meredith, J.D., FCEP
Executive Vice President, Charitable Estate Planning
Ben Powell, M.S.F.E., FCEP
Director,
The Carpenter’s Legacy
Karen Rawson
Assistant to
Planning Attorneys
Bethany Rozell
Executive Vice President, Strategic Partnerships
Ron Smith, FCEP
President of
Associate Relations
Senior Vice Presidents
Senior Vice Presidents
Thomas W. Cullinan, J.D., FCEP
Senior Vice President
Pamela Davidson, J.D., FCEP
Senior Vice President
Michael Geis, CFRE, FCEP, FAHP
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, Ph.D., MBA, FCEP
Senior Vice President
Jeremy Pharr, J.D., FCEP
Senior Vice President
Frank Stepp, ARM, FCEP
Senior Vice President
Paul Youngdale, J.D., FCEP
Senior Vice President of Counsel
Vice Presidents
Vice Presidents
Tracey Atwater, MBA, CFRE, FCEP
Vice President
Brian Cohoon, CFP®, AIF, CRPC, FCEP
Vice President
John Cress, D.Min., FCEP
Vice President
Bob Crew, CFP®, CFA™, FCEP
Vice President
Rodney Dean, MBA, FCEP
Vice President
Lorraine del Prado, CSPG, CFRE, FCEP
Vice President
Allan Fisher, Ed.D., FCEP
Vice President
Paul Grassmann, J.D., LL.M., FCEP
Vice President
James Hohn, EA, MBA, FCEP
Vice President
L. Paul Hood, J.D., LL.M., FCEP
Vice President
Chad Leitch, J.D., FCEP
Vice President
Lydia Luz, J.D.
Vice President
Frank Marangos, D.Min., Ed.D., FCEP
Vice President
Vince McElligott, FCEP
Vice President
Jason McGill, MBA, CPA, FCEP
Vice President
Virgil Scott, CFRE, FCEP
Vice President
Cathy R. Sheffield, MBA, CAP®, CSPG, CFRE, FCEP
Vice President
Charles Slamar, J.D., LL.M., FCEP
Vice President
Ron Suggs, J.D., FCEP
Vice President
Joe Thiegs, J.D., FCEP
Vice President
Ken Turpen, CFRE, FCEP
Vice President
J. Lynn Watson, J.D., FCEP
Vice President
John Webber, J.D., FCEP
Vice President
Michael Ziomko, FCEP
Vice President
DAN MURRELL
DIRECTOR, PLANNED GIVING
UNIVERSITY OF MEMPHIS
Our supporters have been very pleased with the process. They appreciate the expertise and the confidentiality that Thompson & Associates provides, and they appreciate that we provided them this opportunity.
Brad Konkler, Vice President, Philanthropy and Community Health, CentraCare Health, St. Cloud, MN
Our partnership with Thompson & Associates provides a layer of confidentiality for our supporters which allows for a more open and honest conversation throughout the process resulting in the best estate plan possible for the supporter.
Liz Sheahan, Vice President of Development, The Jacobs & Cushman San Diego Food Bank, San Diego, CA
I love this amazing service – it’s my favorite thing! Our supporters participating feel so honored and special.
about our
parTners
93 nonprofit partners
-
Arts Organizations
-
Community Foundation
-
Continuing Care Retirement Communities
-
Education
-
Healthcare
-
Hospice
-
Religious Organizations
-
Social Service
-
Zoo
415 combined years of experience
63% 3+ years of partnership
34% 6+ years of partnership
19% 9+ years of partnership
7% 12+ years of partnership
about our
parTners
93 nonprofit partners
-
Arts Organizations
-
Community Foundation
-
Continuing Care Retirement Communities
-
Education
-
Healthcare
-
Hospice
-
Religious Organizations
-
Social Service
-
Zoo
415 combined years of experience
63% 3+ years of partnership
34% 6+ years of partnership
19% 9+ years of partnership
7% 12+ years of partnership
where they’re located
Address
112 Westwood Place Suite 250
Brentwood, TN 37027
Phone
615.369.1416
Social
