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, J.D.
President & CEO
Beth Boldt, J.D.
Chief Operating Officer
Christine Santamarina
VP & Chief Compliance Officer
Kim Praechter
Chief Financial Officer
Evie P Curtis
Development Director
Grace Carrubba
Marketing and Human Resources Coordinator
Kelly Tanner
Trust & Care Officer
Ana Hernandez
Trust Administrator II
Alissa Bundy
Senior Trust & Care Officer
Amber Hardy, J.D.
Trust & Care Officer
Janet Woodward
Care Management Director
Courtney Goin
Development Officer
Jayedon Manswell
Operations Specialist II
Sarah Patton
Operations Specialist II
Roger Cook
Trust & Care Officer
Jackson Boman Burt
Associate Trust & Care Officer
Laurie Greenfield, J.D.
Trust & Care Officer
Megan Clark
Trust Onboarding Specialist
Kristen Duncan
Senior Trust Operations Specialist
Andree Orcutt
Trust Administrator
Elisa Hiserote
Trust Administrator I
Aaron Hausmann
Trust Operations Specialist I
Deborah Thompson
Trust Operations Specialist I