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

    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        President and CEO

Wm. David Smith

President and CEO

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

Elisa M. Smith, CPA/PFS

Senior Consultant, Charitable Estate Planning

 
   Gary Snerson     Senior Consulting Associate

Gary Snerson

Senior Consulting Associate

    Clare Ward       Senior Consulting Associate

Clare Ward

Senior Consulting Associate