Meet Our Team

For nearly 40 years, PG Calc has helped charities and non-profits of all types and sizes achieve planned giving success. PG Calc offers a full suite of planned giving products and services for organizations seeking to start or expand a program, benefit from effective planned giving marketing, or successfully administer planned giving programs.

Sales and Marketing

Dave Wolfe
Dave Wolfe
Director of Sales
Jonathan Steele
Jonathan Steele
Director of Marketing
 Emi Loveridge
Emi Loveridge
Sales and Marketing Associate
Eoghan Dalton
Eoghan Dalton
Marketing Assistant

Client Services

Kara Morin
Kara Morin
Senior Director of Planned Giving Services
Jeffrey Frye
Jeffrey Frye
Associate Director for Gift Planning
PG Calc
Jay Pacitti
Associate Director of Client Services
Jen Wickham
Jen Wickham
Senior Client Services Advisor
Michael Heep
Michael Heep
Client Services Advisor
PG Calc
Jahvari Freeman
Client Services Assistant

Gift Administration

Louise
Louise Sainato
Director, Gift Administration
Jill Swartzendruber
Jill Swartzendruber
Senior Project Manager
Andrea Yelle
Andrea Yelle
Relationship Manager
Helene Darby
Helene Darby
Relationship Manager
Lee O'Leary
Lee O'Leary
Gift Administration Associate
Jeff
Jeff Piazza
Gift Administration Associate
Renee Fusick
Renee Fusick
Relationship Manager
Jackie Robertson
Jackie Robertson
Gift Administration Associate
Maggie Hanks
Maggie Hanks
Gift Administration Assistant
Sabrina Pforzheimer
Sabrina Pforzheimer
Gift Administration Assistant

Marketing Services

Andrew Palmer
Andrew Palmer
Director of Marketing Services
Lindsey
Lindsey Simrell
Marketing Services Relationship Manager
Kendra
Kendra Bonczar
Marketing Services Advisor
Charlotte Tyran grey headshot
Charlotte Tyran
Marketing Services Advisor
Martina Marek
Martina Marek
Senior Marketing Services Design Administrator
Lee Meichner
Bayley Meichner
Senior Marketing Services Design Administrator
Maddi Heino green headshot
Maddi Heino
Graphic Designer

Consulting

Jeff Lydenberg
Jeff Lydenberg
Vice President, Consulting
Edie Matulka
Edie Matulka
Senior Consultant
Gina Janvier
Gina Janvier
Consultant
Craig Wruck
Craig Wruck
Senior Advisor
Jesse Schulman PG Calc
Jesse Schulman
Regulatory Compliance Coordinator

Product Management and Development

Bill Laskin
Bill Laskin
Vice President, Product Management
Warren Bailey
Warren Bailey
Chief Information Security Officer
Winston Jones
Winston Jones
Vice President
Ellen Rakatansky
Ellen Rakatansky
Senior Business Analyst
Matthew Miller
Matthew Miller
Database Administrator
Nick Tango
Nick Tango
Senior Technical Administrator
John Garvey
John Garvey
IT / Compliance Administrator

Finance and Administration

Ryan Greene
Ryan Greene
Director of Client Finance
Brendan
Brendan Neary
Financial Administrator