Our Team
Experienced Servant Leaders

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.

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.

Trustee Services Colorado Springs

Steve Marken, Esq.

Founding Owner | Attorney | CEO
Bruce Peotter

Bruce Peotter, Esq.

Owner | Attorney
Trustee Services Fort Collins

John Nicholas

Wealth Transition Specialist | Director of Client Relationships
Trustee Services Colorado Springs

Mary Sue Powers

Director of Operations & Client Care
Trustee Services Colorado Springs

Valerie Marken

Director of Finance
Estate Services Colorado Springs

Jessie A. Sanders

VP Paralegal Services / Client Resource Manager
Jim Dean

Jim Dean

Director of Human Capital Resources
Trustee Services Colorado Springs

Libby Lane

Trust Operations | Client Care
Trustee Services Colorado

Lisa Kochanasz

Financial Administrative Assistant
Trustee Services Colorado

Cindy Moritz

Executive Assistant
Gregory Schupra

Gregory Schupra

Foundations & Charitable Tax Planning

Steve Masterson

Fiduciary Expert Witness
Rick Schaum

Rick Shaum

Family Systems Consultant

QUestions?

We Are Here To Help.