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
John Erik Fraker, J.D.
Senior Consulting Associate
Jonathan H. Hand
Consulting Associate
Sarah Panetta
Senior Consulting Associate
Philip M. Purcell, J.D.
Senior Consultant,
Legacy and Charitable Estate Planning
Wm. David Smith, CAP ®
President and CEO
Elisa M. Smith, CPA/PFS
Senior Consultant, Charitable Estate Planning
Jim Normandin
Senior Consulting Associate
Gary Snerson
Senior Consulting Associate
Robert G. Wilkens, Jr.
Senior Consulting Associate