Our professional staff is dedicated to onsite customer service at every level. All clients have the benefit of our entire team’s expertise including our staff CPAs, attorneys, trading professionals and Certified Financial Planners®.
Executive Leadership
Management Team
Our Staff
Ashley Bearden
Human Resources CoordinatorGrant F. Boyd
Senior Vice PresidentCassie Cardwell
Client Services AssociateKimberly D. Cochrane, CPA, CTFA
Vice President, Trust OfficerThomas Cook, CFP®
Client SpecialistAngela Cooper
ReceptionistVirginia Couch, JD
Legal CounselAllison Kidd Cross
Relationship ManagerKristine Davenport, CFP®, CDFA®
Relationship ManagerAdam Davies, CFA®, RPA
Vice President, Retirement Plan ServicesLisa Enix
Administrative AssistantKevin S. Fillers, C(k)P, CRPS, CPFA, NQPA
Retirement Benefits ConsultantChristy Gray
Administrative AssistantSusanne Hauk, JD
Senior Vice PresidentPaul Jaeger
Vice President, Retirement Plan ServicesJeanne Kidd
Administrative Assistant & Special Events CoordinatorChristopher Lambert
Relationship ManagerSusan Law, CFP®
Vice President, Senior Trust OfficerSheryl Linck, CEPA®
Senior Vice PresidentJill Livingston, FPQP
Trust AssistantSamantha Lord
Relationship ManagerMarie Lovett
Client SpecialistDeborah Miller, CFIRS
Trust AdministratorBrittany Morgan
Client SpecialistAmy Morton
Vice President | Relationship ManagerAndy Muldoon
Senior Vice PresidentMatt Prince, AIF®
Vice President, Wealth ManagementCharles Purkey
Vice President Personal TrustRyan Sale
Office Services AssistantKelci Slagle, CFP®
Wealth SpecialistKelly Taylor, JD
Trust OfficerTammie Thomas
Administrative AssistantKeri Tibbals, AIF®
Relationship ManagerKathryn Waddell, JD
Staff AttorneyShawn Weems, CFP®, CRSP
Relationship ManagerSusan Williams, CFP®, RPA
Vice President | Trust Officer