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.

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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