Meet Our Team of Professionals

Meet our team of professionals and feel free to get in touch for more information on your planned giving or charitable organization donations.

William C. McMorran

William C. McMorran - Senior Partner

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Mary Bohmke

Mary Bohmke - Senior Consultant

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Jill Valdez

Jill Valdez - Director of Trust Administration

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Kathy Learned

Kathy Learned - Director of Operation Administration

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Linda Rahn

Linda Rahn - Senior Consultant

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John P. Quigley

John Quigley - Chief Underwriter

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Lori Keane

Lori Keane - Senior Underwriter

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William C. McMorran

Senior Partner

After graduation from Princeton and Princeton Theological Seminary, serving Lutheran churches
in New Jersey, Bill McMorran spent 10 years in Washington D.C. developing
AARP's national tax and health programs. This included working closely with IRS and Congress in
tax legislation, taxpayer education and volunteer outreach.

His first major consulting project was to develop and administer the Long Beach CA Social HMO.
This was the integration of a capitated system that would provide both health and in-home
support services to improve independence and reduce hospitalization. The SCAN Health Plan
and the SCAN Foundation are outgrowths of this initial effort.

In 1986, he formed Green Oak Consulting Group to develop planned giving and fund
development services for healthcare, arts and older adult charities. Green Oak has grown
steadily offering consulting, administrative, investment, trustee and actuarial/underwriting
services to an array of charities across the country.

Green Oak is a National Business Member of Leading Age, a Sponsor of the American Council of
Gift Annuities and a member of the national Giving Institute, as well as a member ofthe
Editorial Board of Giving USA.

An ordained Presbyterian minister, Bill is a regular speaker at many national conferences as well
as at several state and local events, focused on fund development and healthcare. He is the
current Consultant in Residence for the 2020 and 2021 annual Presbyterian Association of
Homes and Services {PAHSA) Philanthropy conference.

He is a faculty member of the Senior Living Institute, Lead Reviewer of the "Bequests" and
"Foundations" chapters of Giving USA 2020 and contributed to the Giving USA publications,
"Giving and the Golden Years" and "Leaving a Legacy".

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Mary Bohmke , CPA

Senior Consultant

Ms. Bohmke brings over 25 years of planned giving and resource development
experience to the Green Oak team. Prior to joining Green Oak, she had served as the
National Director of Planned Giving for the Alzheimer's Association, as well as planned
and major giving staff for national organizations such as St. Jude's Children's Research
Hospital, the American Heart Association and the American Cancer Society. Mary has
also served Seattle organizations such as Pet Partners and the Seattle Symphony as
Director of Endowment.

Her passion lies in ensuring brighter futures for charitable organizations. She fulfills this
by creating significant planned giving programs based on donor engagement and
education along with critical technical support. She is also active in her Seattle
community developing programs that serve the homeless and women's services.

Mary is a recognized expert in her field and a frequent speaker for nonprofit groups and
professional associations alike. She is a former President of Washington Planned Giving
Council and is a Chartered Advisor in Philanthropy (CAP®). She has presented planned
giving presentations for the Greater Snohomish Community Foundation and Leading
Age WA.

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Kathy Learned

Director of Operations

Mrs. Learned has been providing customer service for over 30 years. She has worked with
Macys, Liz Claiborne and Emporium in training staff to meet and surpass customer
expectations. Kathy joined Green Oak in 2012 to strengthen its client services.

She has been an effective group leader and now oversees Green Oak's Charitable Gift Annuity
programs. As a result, she has become an expert in the nuances of theCA Department of
Insurance CGA process, in addition to managing multiple clients through the P/G Calc Giftwrap

Kathy received her B.S. in Business Administration with an emphasis in Marketing from
California State University, Chico.

Raising three children, Kathy has been involved in each oftheir school programs, volunteered
many years with Lincoln Youth Soccer as a board member and as a team manager. If you need
to find Kathy on the weekends you can maybe catch her at a soccer game, working in the yard
or enjoying time with family and friends.

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Jill Valdez, CPA

Director of Trust Administration

Ms. Valdez has been a CPA for over 25 years. She has worked with small business
owners, individuals, and family foundations to ensure fiscal and tax integrity. This
includes stepping in as acting Controller for her clients. She has worked with a regional
Public Accounting firm and done forensic accounting to identify a case of

Joining Green Oak in 2014, Jill has applied her specialized skills to make sure that all
trusts and program valuations are complete and accurate. She is responsible for
maintaining Green Oak's program integrity and oversees all aspects of charitable trust
and endowment administration.
Jill received her B.S. in Business Administration with a minor in Accounting from the
University of Washington in Seattle.

Jill stays involved in her community through volunteer service with a variety of
organizations. She has four children and is a dedicated parent. Jill enjoys spending time
with her children and extended family, church events, traveling, cooking, and gardening.

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Senior Consultant

Ms. Rahn is a 25-year seasoned fundraising strategist and Certified Fund Raising Executive (CFRE)
working to transform under-performing non-profit enterprises into thriving high achievement

Her broad experience in closing major gifts from individuals, corporations and foundations, on
regional and national levels in healthcare, social services and youth development services, has
guided her path to explore and focus on the hidden and too-often overlooked opportunities that
secure significant funding through planned giving.

Joining Green Oak Consulting Group in 2020, Ms. Rahn brings her planned giving passion, focus,
expertise and experience to help non-profits create or accelerate their planned giving programs for
long-term success, while also helping to provide creative and viable so lutions to prospective planned
gift donors.

Ms. Rahn holds a BA in Political Science and a BA in French from The University of California at Irvine,
and is completing her Certified Specialist in Planned Giving (CSPG) credential. She is a member ofthe
Estate Planning and Trust Council of Long Beach and Los Angeles Council of Gift Planne rs. Ms. Rahn
serves as chair of the Endowment Committee for Assistance League of Long Beach (ALLB), of which
she has been a 25-year member. Through ALLB, Ms. Rahn also serves as an active volunteer mentor
to at-risk high school students through ALLB's mentoring program "CAMEO", and also serves on the
organization's fund development committee.

Ms. Rahn is married to Al lan, an executive coach and management consultant, and they have a
rescue dog named Artu ro Bandini. Ms. Rahn is active in two book clubs and enjoys biking, hiking and

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John P. Quigley, Director of HAS Services

Chief Underwriter

John Quigley leads Green Oak's Health Applicant Screening services (HAS). John provides the critical
guidance to CCRCs in reviewing their applicants' risk for eventually utilizing long-term care services.

John has been involved in various aspects of underwriting individual medical and long-term care
insurance. His early career focused on the field of medical underwriting during which time he reviewed
over 30,000 individual medical records on consumers applying for health insurance. While employed by
Aetna Life and Casualty, he rose to the position of Chief Underwriter.

Through Avon Long Term Care Leaders, John began to work with Green Oak's HAS program in 1998. At
the time, Avon was the largest long-term care reinsurance company in the world, conducting business
not only in the United States, but also in the United Kingdom, Western Europe, Hong Kong and Israel. As
Vice President of Long-Term Care Underwriting there, John was responsible for a unit reviewing 12,000
LTC applications per year.

Since 2015, John has worked exclusively for the Green Oak HAS program and has access to a team of
underwriters and actuaries in support of the program's needs.

John currently resides in Niantic, Connecticut with his wife Paula (R.N.). They have three sons and nine
grandchildren. John prides himself on providing top rate service and quality recommendations to the
Green Oak communities he supports.

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Lori Keane

Senior Underwriter

Lori Keane has been in the insurance industry for over 35 years as a Senior Underwriting
Consultant. She has underwritten Major Medical, Medicare Supplement, Life Insurance and Long Term
Care having been employed by several large insurers. Lori was an employee of Avon Long Term Care
Leaders where she evaluated CCRC submissions and has been a Consultant with Green Oak since
September 2019.

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