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.
Trust Administration
The Assured Trust Administration professionals make sure all the administrative duties your trust demands are handled with the utmost care. These include managing cash flows, paying expenses, overseeing the investments of your trust and distributing trust assets at the appropriate time.
Special Needs Families
Assured Trust was born because planning for a special needs child can be emotionally challenging and financially demanding. Our team of lawyers and case workers ensure that your family is in good hands.
Seniors
Plans that may have proven satisfactory at age 65 often require a second look when seniors reach their late seventies, eighties, and nineties. And often it can be a challenge for family members to provide all the help seniors need. That’s where Assured Trust can help.
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
President & CEO
Todd Laytham
VP of Finance & CFO
Christine Santamarina
VP & COO
Christina Pribula
Chief Legal & Compliance Office, Senior Trust Officer
Dr. Ginger Feather
Director of Advocacy