Meet Our Team

For over 35 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
Director of Client Services
Jeffrey Frye
Jeffrey Frye
Associate Director for Gift Planning
Jen Wickham
Jen Wickham
Senior Client Services Advisor
Michael Heep
Michael Heep
Client Services Advisor
samantha
Samantha Akiha
Client Services Advisor
Brian
Brian Armstrong
Client Services Advisor
Jackie Robertson
Jackie Robertson
Client Services Assistant

Gift Administration

Julia
Julia Boerth
Director of Gift Administration
Louise
Louise Sainato
Associate Director
Nancy Cioto
Nancy Cioto
Senior Relationship Manager
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
Fiurio Forestieri
Fiurio Forestieri
Gift Administration Associate
Jeff
Jeff Piazza
Gift Administration Associate
Maggie Hanks
Maggie Hanks
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
Emily Brownholtz
Emily Brownholtz
Marketing Services Advisor
Martina Marek
Martina Marek
Senior Marketing Services Design Administrator
Bayley Meichner
Bayley Meichner
Senior Marketing Services Design Administrator

Consulting

Jeff Lydenberg
Jeff Lydenberg
Vice President, Consulting
Edie Matulka
Edie Matulka
Senior Consultant
 Ann McPherson
Ann McPherson
Marketing Consultant
Craig
Craig Wruck
Senior Advisor
Audra Tango
Audra Tango
Consulting Administrator

Product Management and Development

Bill Laskin
Bill Laskin
Vice President, Product Management
Warren Bailey
Warren Bailey
Chief Technology Officer
Winston Jones
Winston Jones
Vice President
Ellen Rakatansky
Ellen Rakatansky
Senior Business Analyst
Matthew Miller
Matthew Miller
Software Developer
Jonathan DiRusso
Jonathan DiRusso
Senior Technical Administrator
Nick Tango
Nick Tango
Technical Administrator
John Garvey
John Garvey
IT Administrator

Finance and Administration

David Kelly
David Kelly
Chief Financial Officer
Ryan Greene
Ryan Greene
Controller
Ana Mendonca
Ana Mendonca
Office Manager, Accounting Administrator
Brendan
Brendan Neary
Financial Administrator