The Trustee Services Group is a beneficiary focused team drawing upon our diverse professional experience to help beneficiaries become wise stewards of their inherited wealth, while simultaneously supporting the family’s professional advisory team as together we collaboratively strive to successfully navigate the complexities of family wealth.
Our Team
Experienced Servant Leaders
Finance
Our Finance team works to make sure disbursements are made timely, efficiently and provided to the beneficiary in the way they can put it to quick use.
Trust Education
Our Trust Education team helps beneficiaries understand how the trust works, why the grantor set it up the way they did, and how it was intended to be used for your benefit.
Client Services
Our Client Services team is a responsive group who strives to make sure each client is heard and understood.
Our People
Caring & Collaborative
Sharing a common calling to deliver a personalized, beneficiary focused solution, our team of caring and collaborative professionals regularly draw upon their extensive experience in order to deliver the customized and responsive service which all clients deserve.
Steven S. Marken, Esq.
Founder | Chief Executive Officer
Carina Hill
Chief Operating Officer
L. Cooper Overstreet, Esq.
Vice President - Wyoming Fiduciary Services
Jessica Showers, Esq.
Sr. VP & Director - Fiduciary Services
Jessie A. Sanders
Sr. VP & Director - Estate Services
John Nicholas, MBA
Sr. Vice President - Fiduciary Services
Valerie Marken
Vice President - Client Services
Alex Hisle
Vice President - Fiduciary Services
Adrienne McEntire
Vice President - Fiduciary Services
Rochelle Reeder
Strategic Projects Manager
Robin Wielgos
Senior Finance Specialist
Lisa DiBruno
Senior Client Relationship Specialist
Sam Nix
Estate Client Services Specialist
Denise Ditmer
Estate Client Services Specialist
Ryan Showers
Client Services Specialist
Somer Johnson
Legacy Development Specialist
Angelina Mabe
Scheduling Specialist
Cindy Moritz
Executive Assistant
Libby Lane
Administrative Specialist
Lisa Kochanasz
Lead Disbursement Specialist
Melia Bennett
Administrative Specialist
J. Elaine Perry
Estate Client Services Associate
Laurel Burlew
Estate Administrative Specialist
Olivia Rachlis-Graham
Office Administrator
Hannah Fleming
Operations Administrative Assistant
Madison Bowers
Operations Administrative Assistant
Gregory Schupra
Foundations & Charitable Tax Planning
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