Meet The Team



Clients Funds

Since being founded in 2000, Mary Anne has grown Positively Balanced to over 20 professional experts. Our passion for our clients with a collective desire to deliver exceptional service has assisted in the growth of our client base and the exceptional team of professionals.

Mary Anne Harris

President & Founder

Mary Anne began her law firm career in 1990 and obtained her Paralegal degree in 1992. In 1997, she began as a law firm administrator where she reconciled escrow accounts.


During that time, she identified a need to provide the real estate industry with a more robust solution for escrow reconciliation.


In 2000, Positively Balanced was created to help law firms and title companies becoming compliant and reducing risk while increasing profits and improving business operations.

Executive Team

Business Development

Kim Ptak

Director of Personnel


Keri Martin

Client Coordinator


Danielle Kirby

Director of Educator


Jordan Scruggs

  • Connie Bartlett

    Vice President of Operations



    As Vice President of Operations at Positively Balanced, Connie Bartlett is responsible for the day to day operations of the company. She brings more than 20 years of experience to Positively Balanced. Her experience offers a unique blend of leadership, vision, and knowledge.

    Throughout her career, Connie has held executive leadership roles with Fortune 500 companies going through organic growth and expansion. Connie has maintained high levels of quality and service in every department or team she has managed. 

    In her personal time, Connie cares for her grandparents while spending time with her husband. dogs, and three kids. 

    Lisa Hawkins



    Lisa has been with Positively Balanced, LLC since 2001 and has over 20 years of experience in client management for the southeast region. She has extensive experience in dealing with fraudulent transactions and handling unexpected emergencies for our clients.

    Executive Director of Accounts

  • Kelly Schomburger

    Executive Director of Accounts

    Kelly has been providing trust account reconciliation services in a timely, prudent and ethical manner for attorneys and title companies in the real estate closing industry since 2000. In addition to reconciling, Kelly has been able to assist in reviews by title insurance underwriters and help ensure that her client's reconciliation accounts are properly maintained. 


    Prior to 2000, Kelly served as a Senior Auditor, with First American Title Company for ten years. 

    Over the years Kelly has made presentations discussing the importance of escrow reconciliation and problems associated with lack thereof. She has also assisted with an FBI investigation finding proof of employee embezzlement and fraudulent activity that led to conviction. 

    Karen McCallister



    Karen has been with Positively Balanced, LLC since 2003. She has extensive knowledge in dealing with National Accounts and the special stipulations some states have for monthly reconciliations.

    Executive Director of Accounts

 Administrative Team

Amy Ray

Account Management Team

Amy Harber

Team Leader

Kelli McCrea

Team Leader

Melissa Alexander

Team Leader

Sandy Morris

Sheila Clark

Ann McKay

Dawn Groves


Cheryl Howie

Sarah Basford

Lorraine Dale


Cindy Arnold

Terri Brown


Compliance Director


Jessica Geiger

Melissa Lawrence

Positive Pay Team

Sara Stoner

Positive Pay Manager



Chelsea Cole

Brittany Hutchinson

Donna Hyndman

Melissa Hunt

 At Positively Balanced, we foster a client- first culture driven by our passion to provide excellent service to our clients.

Atlanta, Georgia I PlanoTexas I Tampa, Florida

​(770) 975.1475 / 800.931.6038   |   3662 Cedarcrest Road , #200, Acworth, GA. 30101

|  770.975.1475  |   800.931.6038

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