Who We Are
To Protect. To Plan.
Welcome
Every one of us at Assured Trust is dedicated to providing personalized trust solutions for the elderly, the disabled and their families. No matter what your situation, we listen to the needs of our clients and provide information, advice and most importantly, support.
We are a team of very seasoned professionals with direct experience serving special needs families and our seniors. But most importantly we are compassionate, empathetic and dedicated to protecting those that are most important to you.
Our Team
Every one of us at Assured Trust is dedicated to providing personalized trust solutions for the elderly, the disabled, and their families. No matter what your situation, we listen to the needs of our clients and provide information, advice, and most importantly, support.
We are a team of very seasoned professionals with direct experience serving special needs families and our seniors. But most importantly we are compassionate, empathetic, and dedicated to protecting those that are most important to you.
Samantha Shepherd
Chief Executive Officer
J. Chris Treat
President & Chief Operating Officer
Todd Laytham
VP of Finance & CFO
Christine Santamarina
VP & Chief Compliance Officer
Evie P Curtis
Development Director
Carrie Miller Jones
Vice President of Trust Operations
Grace Carrubba
Marketing and Human Resources Coordinator
Alan Stetson
Senior Trust and Care Officer
Kelly Tanner
Senior Trust & Care Officer
Ana Hernandez
Trust Administrator
Alissa Bundy
Trust & Care Officer
Janet Woodward
Care Management Director
Courtney Goin
Development Officer
Jayedon Manswell
Trust Associate
Sarah Patton
Trust Administrator
Roger Cook
Trust & Care Officer