Anna Sappington, General Counsel
Anna Sappington is Of Counsel to Secured Futures and a sole practitioner in Montgomery County, Pennsylvania. Ms. Sappington received her Juris Doctor from Lewis & Clark Law School in Portland, Oregon, and a B.A. in English Literature from Reed College in Portland, Oregon. Her practice areas include special needs planning, guardianship, elder law, and estate planning and administration. She is the author of the upcoming second edition of the Pennsylvania Special Needs Planning Guide, a handbook for attorneys and trustees of special needs trusts.
Ms. Sappington is a member of the National Academy of Elder Law Attorneys, the American Bar Association, and the Pennsylvania Bar Association. She also is an active member of the Pennsylvania Association of Elder Law Attorneys and the Montgomery County Elder Law Committee. Ms. Sappington frequently speaks to various groups regarding issues of interest to the special needs and elder law communities.
Linda N. Beiler, Executive Director
Ms. Beiler graduated from Eastern Mennonite University with a Bachelor of Arts degree in Psychology and Modern Languages. She brings over 20 years of experience in executive administration. Ms. Beiler career began in Real Estate and Land Development, working in financial institutions, law firms and serving as Vice President of Audubon Land Development for over 9 years. Work in the nonprofit arena came in 2006 working with Connecting to Serve and Open Table, of Phoenix, Arizona, both serving the homeless and disadvantaged populations.
Ms. Beiler also sits on the board of Connecting to Serve, an Arizona non-profit and is active in her local community as a member of Mountain View Lutheran Church, Phoenix, AZ.
Wesley L. Cosgriff, Director of Business Development
Mr. Cosgriff graduated from Bloomsburg University of Pennsylvania with a Bachelor's of Science degree. He began his career in the market research and consulting industry, where he worked with oil, mineral and chemical product manufacturers. While growing up and into adulthood, Mr. Cosgriff had constant exposure to charitable activities through his family's work with a local not-for-profit that provided workplace training and workshop employment for people who have disabilities and special needs.
In 2002, after receiving certification as a Special Care Planner from the American College, Bryn Mawr, Pennsylvania, Mr. Cosgriff and a business partner began offering a comprehensive approach to special needs planning. However, many of their clients were receiving legal settlements or inheritances that were too small for traditional bank and trust companies. In addition, many of the traditional financial institutions did not have the necessary expertise to serve as trustee of a special needs trust. As a result, Mr. Cosgriff teamed with Elder Law Attorney, Lois A. Nafziger, to create Secured Futures to provide highly skilled trustee and trust administration services.
Sara E. Greene, Director of Trust Administration
Ms. Greene graduated Magna cum Laude from Wellesley College in 1995. She is a Founding Member of Secured Futures. As the company grew, Ms. Greene served as the Trust Administrator and Lead Trust Administrator prior to being promoted to Director of Trust Administration. One of Ms. Greene’s chief responsibilities has been to complete a Welcome Call with all our new beneficiaries, so we have an opportunity to get know them personally as well as giving us an opportunity to explain how they can access their funds in the Trust. Prior to coming to Secured Futures, she was also a co-founder of ElderServe Solutions, a nonprofit organization formed to provide guardianship and other community based services for elderly and incapacitated persons. She has served in a variety of administrative positions in the Boston and Philadelphia areas including the University of Pennsylvania. Ms. Greene is a very active volunteer in her church, community and local schools.
Paul Beiler, Director of IT and Data Management
Mr. Beiler began his Information Technology career in the insurance industry working with mainframe systems, JCL and data management. His work experience includes 17 years with Prudential and Aetna. During his tenure he held positions in Systems Analysis, Systems Support, and PC Support. He brings his love for cutting edge technology to the organization which is paramount to the success of back office support systems.
Prior to and throughout his Information Technology career, he worked in the construction industry owning an electrical contracting business. He graduated from LeTourneau University with an Associate’s Degree Aviation Technology. Mr. Beiler is a volunteer with Connecting to Serve, a local non-profit, giving his time in IT support. He has spent many hours mentoring young people and encouraging them to become productive citizens. As a business owner, he volunteered his talents for clients who had their own financial hardships. He enjoys singing in his local church choir.