 | Hal K. Martin, CEO
Hal is the founder of Charter Management Associates, Inc. Operations began in March of 1993. Hal's background in master trusts goes back over a 20-year period. He is one of the original pioneers in developing master trust programs for both the funeral and cemetery industries. He has extensive experience in developing administrative and investment guidelines for the various states in which AFCTS operates. His management expertise, coupled with his hands-on philosophy has helped AFCTS become a nationally recognized Master Trust Program. |
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Craig Martin ,Vice President/CFO
Craig joins AFCTS with a wealth of corporate management and financial experience after more than twenty years in the finance division of the Chrysler Corporation. Craig’s knowledge and expertise in accounting, business analysis and management will serve to not only enhance our current corporate structure, but more importantly to provide the best possible service to our funeral and cemetery clients.
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 | Krista Homer, Director of Operations
Krista has been with AFCTS since 1998. She was instrumental in the development of the new Trust Administrative Services (TAS) Department. Her expertise in creating and implementing procedures helped to build the TAS department into an industry recognized leader in all trust services. Krista acts as liaison between state regulators and funeral homes and cemeteries. She is the acknowledged subject matter expert for the trust program and is relied extensively upon for technical substantive advice on the proper interpretation and application of the various state regulations, codes and statutes.
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 | Charles S. "Chuck" Wetmore, Client Relations & Corporate Development
Chuck is the newest member of the AFCTS team and brings with him over 35 years of experience in the funeral service. A native of Pennsylvania, Chuck earned a Bachelor of Science in Business Administration from the California Coast University in Santa Ana, CA, and is a graduate of the San Francisco College of Mortuary Science. He has served as chief executive officer of small and large community based funeral homes in corporate, partnership and sole proprietorship settings. His experience in corporate development and preneed marketing on a national basis provides AFCTS and its clients with exceptional new and exciting service and product opportunities. In 2002, Chuck was appointed by the Governor as a member to the Washington State Board of Funeral Directors & Embalmers. Chuck served until 2006 and retired as Chairman of the Board.
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 | Steve Buss, Computer Services Manager
Steve began his service to AFCTS as a consultant providing professional services from 1998 until 2001 and has been employed as the Computer Services Manager at AFCTS since 2001. Steve has over 25 years experience in database design and management for financial record keeping as well as experience with investments and performance analysis. His responsibilities include ongoing database maintenance as well as designing and programming system enhancements. Steve also monitors the trust investments to track performance and compliance with investment guidelines. |
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 | Chad Dresselhaus, Compliance Manager
As Compliance Manager, Chad is responsible for locating and reviewing state regulations, then interpreting them and communicating with state regulators when clarification is necessary in order to comply with state requirements. He is also responsible for developing state-specific agreements and contracts and updating them based upon legislative changes. Chad’s professional experiences include serving in the military, teaching at an alternative high school, and working at a law firm. His educational degrees include a Bachelor of Arts in Writing and Literature, Master of Arts in Teaching, and Paralegal certification. |
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 | Lori Cooke, Administrative Assistant - Marketing,Lori is the Administrative Assistant to our Corporate Development Team. She comes to AFCTS with over 8 years of customer service and administrative/executive support. Her role is to interface with all client-funeral homes and cemeteries and she is instrumental in establishing new firm relationships firm packets, marketing materials, press releases and advertising. Lori also helps assist the Corporate Development Team with travel, meetings and conventions. Additionally, Lori supports AFCTS Regional Marketing Representatives throughout the country.
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 | Kathy Lambrecht, Accounting
Kathy is our corporate accountant and comes to the company with over 20 years of accounting and bookkeeping experience. Her day to day functions include accounts receivable and payable as well as administrative assistance to the President and CEO of the company.
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 | Gayle Case, Financial Administrator
Gayle is our Financial Administrator and works primarily with our Computer Services Manager assisting in special projects and the reconciliation of new accounts. Prior to joining the company Gayle spent 10 years in the financial industry managing client accounts and approximately 10 years working in the insurance industry primarily in the accounting and claims departments.
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| Trust Administrative Services |
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 | Penny Fowler, Account Manager
Penny is the Hawaii Account Manager for AFCTS. With the assistance of her staff, she is responsible for the daily administration of our Hawaii book of business. She has extensive experience in the financial services industry with over 10 years in the Trust department of Wells Fargo Bank as an Assistant Vice President and Trust Officer. Penny has in-depth knowledge and experience in the management and maintenance of accounts through review and interpretation of trust documents and compliance issues. Penny is a dedicated, detail-oriented team player with excellent communication and customer relation skills. |
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 | Robi Fordice, Accounting Administrator
Robi is the Accounting Administrator and is directly responsible for reconciling and maintaining the trust accounts and checking accounts as well as dealing with any banking issues associated with those accounts including daily deposits and electronic banking processes. Her accounting experience and knowledge of the banking industry has brought a new perspective and energy to AFCTS, and we look forward to her increasing contributions to the growth of this organization. |
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 | Marlene Baron, Trust Services Representative
Marlene is the Trust Services Representative assigned directly to the Hawaii Account Manager. She has a background in the financial services industry and many years experience as an administrative assistant for various high-level corporations. Marlene assists the Hawaii Account Manager and is responsible for the production of various management reports and reconciliation of accounts. She provides excellent customer service to our Hawaii clients' staff and is an important asset to the success of the Hawaii team. |
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 | Sichanda Bob, Trust Administrative Services Representative
Sichanda has recently been promoted to a Trust Administrative Services Representative. She began working for AFCTS in 2003 as the company receptionist and has gradually taken on additional responsibilities. Over the years she has taken the initiative on her own to train on all aspects of trust administrative duties which has allowed this exciting new promotion for her. Sichanda's main duty is to administer and reconcile the Trust Claims and Cancellation process for our California business and be one of the first line of contact for our clients. She maintains inventory control for one of our largest clients and assists in the generation and distribution of management reports. Sichanda is extremely accurate and pays strict attention to even small details which makes her perfect for this position. Since Sichanda has many years of knowledge and excellent customer service with our company, our clients have become familiar with her cheerful professionalism and we receive many compliments on her. We feel fortunate to have such a diversely trained team-player on our staff.
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 | Martha Rodriguez, Trust Administrative Services Representative
Martha's main responsibility as a Trust Administrative Services Representative is to be the first line of contact with all of our Funeral establishments in the state of California. Martha comes to us with extensive experience in customer service. She is fluent in Spanish and is able to use this ability to converse with our many non-English speaking customers which provides a comfort to them and relief to many of our firms knowing that we have staff available to meet all the needs of their clients. Martha's background includes working as a community outreach and advocacy representative with various State agencies which has helped develop her wonderful compassionate nature. Martha's accounting background enables her to provide excellent balancing skills in dealing with the complexities of the various trust duties. |
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 | Holly Strand, Receptionist
Holly is the company receptionist and has been with AFCTS since 2007. She is responsible for the incoming/outgoing mail service, office supplies and responds to requests from clients for reorders of form supplies. She also provides inventory control for the numerous accounting and legal forms used at AFCTS.
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Steven Skiles , California Area Representative
Steven lives in the Greater Los Angeles Area and has lived and worked in funeral service in both Northern and Southern California for many years. Steven’s first hand knowledge of most of the major funeral homes in California will be an enormous asset in his representation of our products and services.
Steven, a licensed funeral director, has served as location manager of a firm with a volume of over 150 death calls per month and has an extensive background in preneed Trust concepts and insurance. Steven has also served as a regional preneed manager for a major national company in the Northern California area.
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 | Brian Kasler, Northeastern Regional Representative
Brian, a native of Brooklyn, NY and a fourth generation licensed funeral director, has an outstanding background in death care and finance. Brian received his BA in Business Administration/Accounting from Wagner College, Staten Island, New York, an MBA in Business Finance from St. John's University and his funeral service education at the American Academy McAllister Institute in New York.
Brian served on the Board of Directors for Funeral Director Support Services-Pre-Plan Master Trust operated by the New York State Funeral Directors Association as well a board member for numerous other boards and associations in New York.
Brian resides in Rexford (Albany), New York and has been married for 20 years to his wife, Judy You may contact Brian via email at bkasler@afcts.com or through the AFCTS office in Beaverton, Oregon at 800-769-9363.
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 | KD Kilpatrick, Southeastern Regional Representative
KD, a third generation funeral director and native of Ruston, Louisiana, joins AFCTS with an extensive background in at-need and pre-need death care as well as insurance marketing. Well known, throughout the Southeastern United State, KD brings to AFCTS the expertise and knowledge vital to servicing clients throughout the South. KD earned a BA and an MA in History from Louisiana Tech University and is a graduate of the Dallas Institute of Funeral Service. KD holds licensure in the States of Louisiana, Mississippi and Texas. KD resides in Houston, Texas and New Orleans, Louisiana and has been married for 29 years to his wife Mitzie. You may contact KD via email at kdkilpatrick@afcts.com or through the AFCTS office in Beaverton, Oregon at 800-769-9363
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