PLAN ON EXPERIENCE

Heaton Smith’s consultants have past career experience with some of the largest and most respected public and private organizations in the world and bring more than 100 combined years of planned giving experience to our work with nonprofit institutions all over the U.S.

Click on the photos below to read a full bio.

    Joseph S. Beyel      Senior Consulting Associate

Joseph S. Beyel

Senior Consulting Associate

    John Erik Fraker, J.D.       Senior Consulting Associate

John Erik Fraker, J.D.

Senior Consulting Associate

   
  
 
  
    
  
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      Jonathan H. Hand     Consulting Associate     

Jonathan H. Hand

Consulting Associate

 

 
    Sarah Panetta      Senior Consulting Associate

Sarah Panetta

Senior Consulting Associate

    Philip M. Purcell, J.D.     Senior Consultant,   Legacy and Charitable Estate Planning

Philip M. Purcell, J.D.

Senior Consultant,

Legacy and Charitable Estate Planning

    Wm. David  Smith, CAP     ®      President and CEO

Wm. David  Smith, CAP ®

President and CEO

 
    Elisa M. Smith, CPA/PFS       Senior Consultant, Charitable Estate Planning

Elisa M. Smith, CPA/PFS

Senior Consultant, Charitable Estate Planning

 
  Jim Normandin   Senior Consulting Associate

Jim Normandin

Senior Consulting Associate

   Gary Snerson     Senior Consulting Associate

Gary Snerson

Senior Consulting Associate

   Robert G. Wilkens, Jr.     Senior Consulting Associate

Robert G. Wilkens, Jr.

Senior Consulting Associate