OUR
TEAM
39 team members
Located in 15 states
1,018 years of combined experience
OUR
PARTNERS
83 nonprofit partners
Located in 27 states
445 years of combined relationships
OUR
TEAM
39 team members
Located in 15 states
1,018 years of combined experience
OUR
PARTNERS
83 nonprofit partners
Located in 27 states
445 years of combined relationships
Principals
Principals
Corporate Team
Corporate Team
Joe Giacchino
Vice President
of Process Optimization
Katie Grassmann
Vice President
of Corporate Resources
Bill Gustoff, J.D., FCEP
President of
Legal Division
Jason Meredith, J.D., MBA, FCEP
Executive Vice President, Charitable Estate Planning
Sara Peterson
Assistant to
Planning Attorneys
Bethany Rozell, FCEP
Executive Vice President
of Strategic Partnerships
Executive Vice Presidents
Executive Vice Presidents
Michael Geis, CFRE, FCEP, FAHP
Executive Vice President
Johni Hays, J.D., FCEP
Executive Vice President
Bob Hoffman, CSPG, CFRE, FCEP
Executive Vice President
Senior Vice Presidents
Senior Vice Presidents
Paul Grassmann, J.D., LL.M., FCEP
Senior Vice President
Charlie Slamar, J.D., LL.M., FCEP
Senior Vice President
Associates & Vice Presidents
Associates & Vice Presidents
Brian Cohoon, CFP®, AIF®, CRPC®, FCEP
Vice President
Frank Marangos, D.Min., Ed.D., FCEP
Vice President
Pamela Puleo, FAHP, FCEP
Associate
So many letters!
We are incredibly proud of our talented team. They are committed to excellence, and that shows in all of the professional designations they’ve earned in dedication to their craft. Take a look at what each of these designations means here.
MEET OUR PARTNERS
DAN MURRELL
DIRECTOR, PLANNED GIVING
UNIVERSITY OF MEMPHIS
Our supporters have been very pleased with the process. They appreciate the expertise and the confidentiality that Thompson & Associates provides, and they appreciate that we provided them this opportunity.
Brad Konkler,
Vice President, Philanthropy and Community Health CentraCare Health
St. Cloud, MN
Our partnership with Thompson & Associates provides a layer of confidentiality for our supporters which allows for a more open and honest conversation throughout the process resulting in the best estate plan possible for the supporter.
Liz Sheahan
Vice President of Development
The Jacobs & Cushman San Diego Food Bank, San Diego, CA
I love this amazing service – it’s my favorite thing! Our supporters participating feel so honored and special.
about our
parTners
82 nonprofit partners
- Animal Shelter/Humane Society
-
Arts Organizations
- Churches
-
Community Foundation
-
Continuing Care Retirement Communities
-
Education
-
Healthcare
-
Hospice
-
Religious Organizations
-
Social Service
-
Zoo
445 combined years of relationship
54% 3+ years of partnership
35% 6+ years of partnership
23% 9+ years of partnership
15% 12+ years of partnership
about our
parTners
82 nonprofit partners
- Animal Shelter/Humane Society
-
Arts Organizations
- Churches
-
Community Foundation
-
Continuing Care Retirement Communities
-
Education
-
Healthcare
-
Hospice
-
Religious Organizations
-
Social Service
-
Zoo
445 combined years of relationships
54% 3+ years of partnership
35% 6+ years of partnership
23% 9+ years of partnership
15% 12+ years of partnership
where they’re located
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