Meet the Team

Bryan Clontz

President & Founder

Bryan Clontz, CFP®, CLU, ChFC, AEP, CAP, has extensive experience in planned giving consulting, charitable gift annuities, noncash asset receipt/disposition, donor advised funds, and emergency assistance funds. Read more about Bryan, here.

Douglas Stockham

Partner, Emergency Assistance Funds

Douglas A. Stockham, SIOR, CCIM serves as Partner, Emergency Assistance Funds. He has extensive experience in real estate, non-profits and community foundations. Read more about Doug, here.

Christy Le Lait

Executive Vice President – Internal Operations

Christy Le Lait serves as Executive Vice President – Internal Operations. She brings a strong background in nonprofit management and fundraising. For more about Christy, click here.

Gary Snerson

Partner, Charitable Estate Settlement Services

Gary Snerson, JD, serves as Partner, Charitable Estate Settlement Services. He has served as the Senior Vice President of Estates and Special Investments at the Harvard Endowment. For more about Gary, click here.

Laura Peebles

Partner, Noncash Asset Management

Laura Peebles, CPA, serves as Partner, Noncash Asset Management.  She has nearly 40 years of experience in public accounting–27 of those with Deloitte Tax, LLP, and the following years with local firms. For more about Laura, click here.

Michael Carey

Vice President, Client Relations

Michael Carey serves as Vice President, Client Relations and has extensive experience in charitable estate design and various advanced gift arrangements, including charitable remainder trusts and gift annuities. For more about Michael, click here.

Ryan Raffin

Compliance, Tax & Legal Research

Ryan Raffin, JD, serves as Compliance, Tax and Legal Researcher on issues relating to charitable giving for Charitable Solutions, LLC. He also supports Charitable Solutions’ social networks. For more about Ryan, click here.

Kim Lathbury Clontz

Marketing Director

Kim Lathbury Clontz serves as Marketing Director. Previously, she was public relations director for Atlanta-based Shepherd Center. For more about Kim, click here.

Heidi Clark

Director of Employee Experience

Heidi Clark serves as Director of Employee Experience, Emergency Assistance Funds. For more about Heidi, click here.

Laurence Zale

Advisor: Artwork & Other Tangible Personal Property Services

The team at Laurence C. Zale Associates provides independent visual arts advisory services to collectors, public charities, private foundations and corporations. For more about Larry, click here.

Tom Whatley

Senior Advisor: Real Estate Services

Tom Whatley, CFA, CCIM, is a senior advisor regarding real estate brokerage, portfolio management and advisory services. For more about Tom, click here.

Dr. Donald F. Behan

Advisor: Gift Annuity Services

Dr. Behan serves as a consulting actuary for charitable gift annuity risk management services and reinsurance design. For more about Donald, click here.