Trustee Services Group Employee Directory

Financial ServicesColorado, United States11-50 Employees

The Trustee Services Group is a national network of professional fiduciaries, and professionals who serve trust beneficiaries. 

Our mission is to foster healthy trustee / beneficiary relationships.

Specializing in the delivery of "Open Architecture Trustee Services"™ which allow the family / trust beneficiaries to engage the wealth managers of their choosing in the context of their family's trust wealth. 

Need assistance as an Individual Trustee?

Looking for a Private Trustee?

Require a  Corporate Trustee?

Desire oversight as a Trust Protector?

Regardless of your role, need or desire, Trustee Services Group has your
“open architecture” solution.

Services provided for the following types of trusts:

Family Trusts
Charitable Trusts
Special Needs Trusts
Life Insurance Trusts

Our Deliverables:

•	Consultative Services
•	Trust Administration Support
•	Professional Fiduciary Services
•	Trust Protector
•	Special Independent Trustee
•	Beneficiary Support
•	Family Office Outsourcing
•	Estate Review & Design
•	“Open Architecture” Corporate Trustee Solutions

Find Trustee Services Group employees' phone numbers or email addresses

Trustee Services Group Global Highlights

Location
Employees

North America
21

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  • United States Of America
    21

Africa
1

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  • Ghana
    1

Asia
1

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  • India
    1

Trustee Services Group's Leadership

  • Stylized image of a person
    C. H.
    Chief Operating Officer
    Phone icon
  • Stylized image of a person
    J. N.
    Vp Client Relations / Wealth Transition Strategist
    Phone icon
  • Stylized image of a person
    V. M.
    Vp Of Finance
    Phone icon
  • Stylized image of a person
    S. M.
    Founder / Ceo
    Phone icon
  • Stylized image of a person
    C. M.
    Executive Assistant To Ceo
    Phone icon
  • Stylized image of a person
    M. G.
    Partner
    Phone icon
  • Stylized image of a person
    J. W.
    Director Of Legacy Development
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  • Stylized image of a person
    J. S.
    Director Of Trust & Estate Administration
    Phone icon

Trustee Services Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Accounting
  • Administrative
  • Other

Contact profiles from Trustee Services Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. M.
    Founder / Ceo
    Phone icon
    United StatesColorado
    Mar 24, 2026
  • Stylized image of a person
    C. M.
    Executive Assistant To Ceo
    Phone icon
    United StatesColorado
    Jan 27, 2026
  • Stylized image of a person
    C. H.
    Chief Operating Officer
    Phone icon
    United StatesColorado
    Apr 06, 2026
  • Stylized image of a person
    M. G.
    Partner
    Phone icon
    Jun 29, 2023
  • Stylized image of a person
    J. N.
    Vp Client Relations / Wealth Transition Strategist
    Phone icon
    United StatesColorado
    Nov 10, 2025
  • Stylized image of a person
    V. M.
    Vp Of Finance
    Phone icon
    United StatesColorado
    Feb 18, 2026
  • Stylized image of a person
    J. W.
    Director Of Legacy Development
    Phone icon
    United StatesColorado
    Jan 11, 2026
  • Stylized image of a person
    J. S.
    Director Of Trust & Estate Administration
    Phone icon
    United StatesColorado
    Oct 26, 2025
  • Stylized image of a person
    L. L.
    Manager Of Finance
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    R. W.
    Finance Manager
    Phone icon
    Oct 21, 2024

Frequently Asked Questions

What is Trustee Services Group known for?

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Trustee Services Group was founded in 2010 operates in the Financial Services industry. The company's main headquarters is located in 1755 Telstar Drive Suite 300 Colorado Springs, Colorado United States; you can contact the main corporate office by phone at . Explore Trustee Services Group's company overview page for more information.

What is Trustee Services Group's most common email format?

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Trustee Services Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Trustee Services Group email formats with LeadIQ.

How many employees does Trustee Services Group have currently?

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Trustee Services Group has approximately 28 employees as of April 2026. These team members are located across 3 continents, including North AmericaAfricaAsia.

Who are Trustee Services Group's key employees and leadership?

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As of April 2026, Trustee Services Group's key employees include:

  • Chief Operating Officer: C. H.
  • Vp Client Relations / Wealth Transition Strategist: J. N.
  • Vp Of Finance: V. M.
  • Founder / Ceo: S. M.
  • Executive Assistant To Ceo: C. M.

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