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Meet The Team

OUR BUSINESS IS PROTECTING YOUR BUSINESS

Positively

Balanced

SAFEGUARD YOUR

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

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Connie Bartlett
Vice President of Operations

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
Lisa Hawkins

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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.
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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

Business Development

Kim Ptak

Director of Personnel

Danielle Kirby

Training Supervisor

Keri Martin

Client Relations

Jordan Scruggs

Marketing

Administrative Team

Sarah Basford

Office Assistant

Tabatha Clark

Executive Assistant

Account Management Team

Sandy Morris

Breanna Patterson

Sheila Clark

Leslie Coleman

Project Manager

Ann McKay

Dawn Groves

Amy Harber

Kelli McCrea

Melissa Alexander

Jen Ponder

Bookkeeping

Cindy Arnold

Terri Brown

Auditing

Director of Audits

Lisa Whitehead

Compliance

Compliance Director

Jessica Geiger

Melissa Lawrence

Positive Pay Team

Sara Stoner

Positive Pay Lead