Our Team of Experts

Bryan Clontz

President & Founder

Bryan Clontz, PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP, ChSNC®, has extensive experience in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management consulting, emergency assistance funds and cryptocurrency and life insurance appraisals and audits.

For more about Bryan, click here.

Ryan Raffin

Partner, Noncash Assets & Compliance

Ryan Raffin, J.D., CAP®, serves as Partner, Noncash Assets & Compliance, focusing on compliance, tax, and due diligence issues relating to charitable giving. His work involves assessment of proposed donations and liquidation of donated assets.

For more about Ryan, click here.

Sarah Hawk

Donor Relations Project Manager

Sarah Hawk, J.D., serves as the Donor Relations Project Manager, where she is the lead project manager on non-cash asset donations of business interests.

For more about Sarah, click here.

Brad Caswell

Vice President, New Business

As a seasoned donor advised fund senior executive, Brad Caswell leads our new business and marketing efforts across all service lines.

For more about Brad, click here.

Gary Snerson

Senior Vice President, Noncash Assets

Gary Snerson, J.D., serves as Senior Vice President, Noncash Assets. He has served as the Senior Vice President of Estates and Special Investments at the Harvard Endowment.

For more about Gary, click here.

Russell A. Willis III

Manager, Non-Cash Research

Russell A. Willis III, J.D., LL.M. serves as Manager of non-cash research and provides legal research and advice on income and transfer tax planning.

For more about Russ, click here.

Paul Caspersen

Vice President, College & University Services

Paul brings complex financial thinking to the charitable planning field. As a Certified Financial Planner, Paul has 25 years of financial, estate, and charitable planning experience.

For more about Paul, click here.

Phil Buchanan

Vice President, Higher Education and National Charities

Phillip Buchanan, J.D., brings more than 30 years of successful experience building and leading teams and development programs at public and private universities as well as related foundations.

For more about Phil, click here.

Johnne Syverson

Vice President, Gift Annuity Services

Johnne serves as Charitable Solution’s Vice President of Gift Annuity Services and is the Executive Director of the Charitable Giving Resource Center, LLC.

For more about Johnne, click here.

James Wismer

 Vice President of Finance

James Wismer serves as Vice President of Finance for Charitable Solutions focusing on the accounting functions of the organization and overseeing the Finance department.

For more about James,

click here.

Jessica Durr

Director of Tax & Project Management

Jessica Durr serves as Director of Tax and Project Management for Charitable Solutions.

Daniel Greenspon

Vice President of Strategic Partnerships and Business Development

As a consultant to Charitable Solutions, Dan helps financial and non-profit institutions, as well as financial professionals and donors to unlock more illiquid or complex assets for philanthropic grantmaking purposes.

For more about Dan, click here.

Jon A. DeLuzio

Multi-Disciplinary Appraiser

Jon A. DeLuzio, ASA ABV MRICS, performs valuations of equity/invested capital, intangible/tangible assets, and financial instruments for purposes of charitable contributions, estate and gift taxation, financing, and more.

For more about Jon, click here.

Alan Breus

Artwork/Tangible/Intellectual Property Appraiser

As one of the top estate appraisers in the country, and member of the editorial board of Trusts & Estates journal, Alan Breus advises and consults with universities, charities, brokerage firms and accounting firms.

For more about Alan, click here.

John & Lynn Fisher

Precious Metal Appraisers

John & Lynn Fisher of Fisher Precious Metals, assist Charitable Solutions clients navigate the "wild west" of the precious metals industry.

For more about John and Lynn, click here.

Bruce Parisi

Business Appraiser

Bruce Parisi founded Vulcan Services, a valuation advisory firm, and supports Charitable Solutions clients with comprehensive business valuations.

Alexandra Sedor

Director of Gift Annuity Administration

As Director of Gift Annuity Administration, Alexandra Sedor manages regulatory tax compliance and donor relations for the National Gift Annuity Foundation.

For more about Alexandra, click here.

Kim L. Clontz

Director of Marketing

Kim Clontz has managed marketing and communications for Charitable Solutions Director for more than 15 years. Previously, she was public relations director for Atlanta-based Shepherd Center.

For more about Kim, click here.

Douglas Stockham

Partner and President, Emergency Assistance Foundation, Inc.

Douglas A. Stockham, SIOR, CCIM serves as Partner and President of Emergency Assistance Foundation. He has extensive experience in real estate, non-profits and community foundations.

For more about Doug, click here.

Sheryl Aikman

Vice President, Community Foundation Solutions

Sheryl Aikman serves as Vice President, Community Foundation Solutions, focusing on connecting community foundations with resources and services to enhance their asset development, planned giving, and professional advisor relationships.

For more about Sheryl, 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.

Christina Elisa Mallari

Senior Administrative Assistant

Cristina Mallari comes to Charitable Solutions with more than ten years of experience in Business Processing and Analysis, Customer Service, Human Resources, Insurance and Information Technology.

For more about Cristina, click here.

Fan Li

Grants Account Manager

Fan Li serves as Grants Account Manager focused on reconciliation of donated assets to Dechomai Foundation, Inc.

For more about Fan, click here.

Catherine Abang Reodique

Project Manager

Catherine A. Reodique serves as project manager focused on Charitable Solutions' financial reporting and regulatory compliance procedures.

For more about Catherine, click here.

Shamil Balachandran

Accounting Associate

Shamil Balachandran brings more than 10 years of accounting experience to Charitable Solutions and is focused on the due diligence of charitable grants, grant issuance, and
managing bookkeeping responsibilities.

For more on Shamil, click here.

Julianna Mallari

Administrative Assistant

Julianna Malari joined Charitable Solutions, LLC in 2022 as administrative assistant.

For more about Julianna, click here.