Meet the Team
Business Staff:
Manages a variety of administrative duties in the organization, such as human resources, company financials, invoicing, collections, QuickBooks functions, coordination of technology, and oversees the back office and support for all three offices.
Michelle Brungardt – Business Manager
Jennifer Peck - Asst. Business Manager
Carole Pierie - Admin Support Specialist
Melissa Rueda - Admin Support Specialist
Healthcare and Human Services Advocate:
Under the direct supervision of a Principal/Director, perform assessments; participate in multidisciplinary human services conferences; testify in court; personally visit clients; monitor care delivery; coordinate a variety of ancillary services; provide crisis intervention; supervise the work of assistants; communicate with healthcare provider office staff regarding procedures and maintain confidential healthcare records; communicate with families and others involved in client’s/ward’s well-being.
Jay Mankey, LPN
Lisa Phillips, LPN
Rosa Luckett, LPN
Susan Hunt, LPN
Estate Administrators:
Under direct supervision of the Principal/Director, administer conservatorships and estates; secure and recover assets; manage banking/investment accounts; reconcile financial statements; review and pay incoming client bills; communicate with insurance companies and financial institutions; prepare financial status reports; prepare court accountings, estate management plans, and bond analyses.
Assistant Estate Administrators:
Under direct supervision of Managing Member/Director of Estate Services, assist with dual control for marshaling, securing, and inventory of personal property and financial documents; assist Estate Administrators and Asset/Property Manager as needed.
Asset Management:
Under direct supervision of the Principal/Director, inventory, obtain digital images, secure, and obtain appraisal (when appropriate) of property; supervise maintenance of the property, maintain exact records of all property; coordinate with realtors and maintenance personnel to facilitate the sale of real property; coordinates and supervises move of client’s personal property.
Special Projects Administrators:
Under the supervision of a licensed fiduciary, provides support services to review and summarize estate planning documents, assist the fiduciary management staff with a variety of legal issues, investigations, inventory, and documentation of estate assets. They assist in coordinating a variety of services necessary to preserve & protect estate assets such as, assisting Estate Administrators with sustainability analysis, assisting Estate Administrators with the resolution of financial claims against the estate, and assist Estate Administrators with marshaling, securing, and valuation of estate assets.