A Uniquely Qualified Team of Trust & Settlement Professionals
At Assura Trust, we deliberately recruit professionals from the highest ranks of the trust and settlement planning professions. Our team is intimately familiar with both the technical and practical aspects of transitioning into a new life. We offer custom-tailored recommendations delivered with the compassion and dignity our special clients deserve.
Director of Trust Services & Trust Officer
CHRISTIAN SHUMATE
Chris's career spans 40 years in the financial services industry. He has held positions from settlement consultant to President of structured settlement operations for a major provider. He currently holds both the Certified and Master Structured Settlement Consultant designations from the National Structured Settlement Trade Association and the University of Notre Dame. Chris has extensive experience in using trust solutions for parties to legal settlements.
Senior Trust Administrator
COLETTE MCCULLOCH
Colette has worked in structured settlements since 2013 with an emphasis on Quality Assurance and Case Management. Her expertise in these areas make her invaluable at assisting you with creating illustrations to reviewing case documents.
Senior Trust Administrator
NATALIE YASUMINE
Natalie has an extensive background in the Structured Settlement and Insurance Industries and has worked with major insurance companies throughout her career. She has specialized in Quality Assurance, Operations and Customer Service and is fully committed to excellence in service.
SVP, Trust Officer, Midwest Trust
JAN SMITH
Janice Smith, CTFA, brings over 30 years of experience in trust services. Her expertise encompasses personal and institutional trust administration, trust operations, and investment guidance. Before joining Midwest Trust, she held leadership roles at Investors Independent Trust Company, Valley Bank and Trust, and UMB Bank in Kansas City and Denver.
Director of Technical Services
CHARLY JAMES
With 29 years in the structured settlement industry, Charly James serves as Director of Technical Services, overseeing the development and integration of technology systems that drive operational efficiency and compliance. She plays a key role in aligning technical strategy with business objectives and is a trusted resource for delivering reliable, innovative solutions across teams.
Director of Operations
LORI MARCUS
Lori Marcus, MSSC and CSSC, brings extensive experience in operations and investment partner relations across both the securities and litigation settlement industries. Her proven leadership and problem-solving skills are invaluable to Assura’s ability to meet the needs of clients and financial partners alike. Prior to joining Assura Trust, Lori held various management roles during her tenure in the securities industry.