Our Staff

President & CEO

Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

Joanne Marcus

President & CEO

Master of Social Work

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Leadership

Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

Ben Tiefenback

Counsel & Director of

Communications

Juris Doctor, LL.M.

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Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

Jason Foster

Director of Finance & Operations

Master of Business Administration

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Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

Sean Murphy

Counsel & Director of

Client Services

Juris Doctor

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Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

Christian Lewis

Counsel & Director of

Trust Onboarding

Juris Doctor

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Trust Onboarding

Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

Courtney

Senior Trust Onboarding
Specialist

Bachelor of Arts

Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

Campbell

Trust Onboarding
Specialist

Bachelor of Arts

Client Services

Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

Jessica

Client Services Manager

Licensed Clinical Social Worker

Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

Jessica

Client Services Manager

Bachelor of Business Administration

Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

Shayna

Client Services Operations Manager

Master of Social Work

Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

Ashley

Senior Client

Services Coordinator

Master of Social Work

Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

Kim

Senior Client

Services Coordinator

Master of Science in Education

Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

Meghan

Client Services Coordinator

Master of Social Work

Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

Graylen

Client Services Coordinator

Master of Social Work

Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

Andrea

Client Services Coordinator

Master of Social Work

Operations

Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

Liz

Business

Development Manager

Bachelor of Science

Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

Morgan

Finance &

Operations Manager

Master of Public Administration

Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

Robert

Graphic Designer /
Digital Marketing Manager

Bachelor of Fine Arts

Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

Allie

Executive Assistant

Strategic Projects Manager

Bachelor of Arts