OUR
TEAM

38 team members

Located in 16 states

1,023 years of combined experience

MEET OUR TEAM

OUR
PARTNERS

82 nonprofit partners

Located in 27 states

445 years of combined relationships

MEET OUR PARTNERS

OUR
TEAM

38 team members

Located in 16 states

1,023 years of combined experience

MEET OUR TEAM

OUR
PARTNERS

82 nonprofit partners

Located in 27 states

445 years of combined relationships

MEET OUR PARTNERS

Principals

Eddie Thompson, Ed.D., FCEP
Founder and CEO

Cayce Powell, J.D., MBA, FCEP
President

Corporate Team

Taylor Beck
Office Manager

Katie Grassmann
Vice President
of Corporate Resources

Bill Gustoff, J.D., FCEP
President of
Legal Division

Jason Meredith, J.D., MBA, FCEP
Executive Vice President, Charitable Estate Planning

Sara Peterson
Assistant to
Planning Attorneys

Colton Powell
Assistant to
Planning Attorneys

Bethany Rozell, FCEP
Executive Vice President
of Strategic Partnerships

Executive Vice Presidents

Michael Geis, CFRE, FCEP, FAHP
Executive Vice President

Paul Grassmann, J.D., LL.M., FCEP
Executive Vice President

Johni Hays, J.D., FCEP
Executive Vice President

Bob Hoffman, CSPG, CFRE, FCEP
Executive Vice President

Vince McElligott, FCEP
Executive Vice President

Doug Olson, CFRE, FCEP
Executive Vice President

Darren Penny, Ph.D., MBA, FCEP
Executive Vice President

Jeremy Pharr, J.D., FCEP
Executive Vice President

Ron Smith, FCEP
Executive Vice President

Frank Stepp, ARM, FCEP
Executive Vice President

Ken Turpen, CFRE, CGT, FCEP
Executive Vice President

Senior Vice Presidents

Brian Cohoon, CFP®, AIF®, CRPC®, FCEP
Senior Vice President

Tom Cullinan, J.D., FCEP
Senior Vice President

Chad Leitch, J.D., FCEP
Senior Vice President

Charlie Slamar, J.D., LL.M., FCEP
Senior Vice President

Joe Thiegs, J.D., FCEP
Senior Vice President

John Webber, J.D., FCEP
Senior Vice President

Associates & Vice Presidents

Kip Bilderback, J.D.
Associate

Frank Marangos, D.Min., Ed.D., FCEP
Vice President

Curt Portzel, J.D., FCEP
Associate

Pamela Puleo, FAHP, FCEP
Associate

Steve Saalfeld, FCEP, CAP
Associate

Beth Wingard, AWMA™, FCEP
Vice President

Emeritus

Allan Fisher, Ed.D., FCEP
Emeritus

Pamela Davidson, J.D., FCEP
Emeritus

Lorraine del Prado, CSPG, CFRE, FCEP
Emeritus

Melinda Magyar
Emeritus

Ben Powell, M.S.F.E., FCEP
Emeritus

Paul Youngdale, J.D., FCEP
Emeritus

Gary Hargroves, FCEP
In Memoriam

Board of Directors

So many letters!

We are incredibly proud of our talented team. They are committed to excellence, and that shows in all of the professional designations they’ve earned in dedication to their craft. Take a look at what each of these designations means here.

Take a Look

MEET OUR PARTNERS

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.