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Our Team

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

  • Sharon J. Pryse

    Sharon J. Pryse

    CEO & Founder
  • Daniel K. Carter

    Daniel K. Carter

    President
  • Karen Walker

    Karen Walker

    Chief Financial Officer
  • Miranda Carr, CFA®

    Miranda Carr, CFA®

    Chief Investment Officer
  • Jack S. Davidson, CFP®, CPA

    Jack S. Davidson, CFP®, CPA

    Chief Strategy Officer
  • Lara Fleming

    Lara Fleming

    Chief People Officer
  • Denise Ledden

    Denise Ledden

    Chief Operating Officer
  • Stacy Roettger, JD, LLM

    Stacy Roettger, JD, LLM

    Chief Legal Officer
  • Chad Schollaert, AIF®

    Chad Schollaert, AIF®

    Chief Development Officer

Management Team

  • Codi Ann Brannan

    Codi Ann Brannan

    RPS Operations Manager
  • Lindsay Cates

    Lindsay Cates

    Vice President, Marketing
  • Adam Davies, CFA®, RPA

    Adam Davies, CFA®, RPA

    Vice President, Retirement Plan Services
  • Libby Gourley

    Libby Gourley

    Business Architect
  • Zach Hurst, CFP®, AIF®

    Zach Hurst, CFP®, AIF®

    Vice President, Managing Director - Chattanooga
  • Nona McKenzie

    Nona McKenzie

    Trust Operations Manager
  • Matt Prince, AIF®

    Matt Prince, AIF®

    Vice President, Wealth Management
  • Kassandra Richardson, CTFA, CRC®

    Kassandra Richardson, CTFA, CRC®

    Vice President, Personal Trust
  • Nita Stiles

    Nita Stiles

    Vice President, Operations
  • Kathryn Waddell, JD

    Kathryn Waddell, JD

    Legal Counsel

Our Staff

  • Jaylene Baisley

    Jaylene Baisley

    Client Service Associate
  • Ashley Bearden, SHRM-CP

    Ashley Bearden, SHRM-CP

    Human Resources Specialist
  • Laura Beeler

    Laura Beeler

    Associate Relationship Manager
  • Grant F. Boyd

    Grant F. Boyd

    Senior Vice President
  • Cassie Brown, FPQP™

    Cassie Brown, FPQP™

    Client Service Coordinator
  • Catherine Carter

    Catherine Carter

    Relationship Manager
  • Kimberly D. Cochrane, CPA, CTFA

    Kimberly D. Cochrane, CPA, CTFA

    Vice President | Trust Officer
  • Angela Cooper

    Angela Cooper

    Receptionist
  • Virginia Couch, JD

    Virginia Couch, JD

    Legal Counsel
  • Ryan Cox, JD

    Ryan Cox, JD

    Staff Attorney
  • Connor Cox, CFP®

    Connor Cox, CFP®

    Associate Relationship Manager
  • Zerconia Davis

    Zerconia Davis

    Customer Service Manager
  • Lisa Enix

    Lisa Enix

    Client Service Associate
  • Sara Fanjoy

    Sara Fanjoy

    Client Service Associate
  • Kevin S. Fillers, C(k)P, CRPS, CPFA, NQPA

    Kevin S. Fillers, C(k)P, CRPS, CPFA, NQPA

    Retirement Benefits Consultant
  • Kelly Geasland

    Kelly Geasland

    IRA Specialist
  • Christy Gray

    Christy Gray

    Client Service Associate
  • Susanne Hauk, JD

    Susanne Hauk, JD

    Senior Vice President
  • Sara Hill

    Sara Hill

    Trust and IRA Compliance Specialist
  • Mike Humphrey

    Mike Humphrey

    Relationship Manager
  • Paul Jaeger

    Paul Jaeger

    Vice President | Relationship Manager
  • Kate Johnson

    Kate Johnson

    Client Service Associate
  • Jeanne Kidd

    Jeanne Kidd

    Client Service Associate & Special Events Coordinator
  • Christopher Lambert

    Christopher Lambert

    Relationship Manager
  • Susan Law, CFP®

    Susan Law, CFP®

    Vice President | Senior Trust Officer
  • Nicole Lenaghan, CSP®

    Nicole Lenaghan, CSP®

    Recruiter
  • Sheryl Linck, CEPA®

    Sheryl Linck, CEPA®

    Senior Vice President
  • Jill Livingston, FPQP

    Jill Livingston, FPQP

    Client Service Associate
  • Samantha Lord

    Samantha Lord

    Relationship Manager
  • Jacob Lorino

    Jacob Lorino

    Client Specialist
  • Dalia Matthias

    Dalia Matthias

    Vice President | Senior Trust Officer
  • Brittany Morgan

    Brittany Morgan

    Associate Relationship Manager
  • Andy Muldoon

    Andy Muldoon

    Senior Vice President
  • Amber Oprea

    Amber Oprea

    Client Service Associate
  • William Probasco

    William Probasco

    Associate Relationship Manager
  • Karlo Rodriguez

    Karlo Rodriguez

    Relationship Manager
  • Ryan Sale

    Ryan Sale

    Office Services Assistant
  • Sam Shelley

    Sam Shelley

    Associate Relationship Manager
  • Tracy Sherman

    Tracy Sherman

    Client Service Associate
  • Tracey Smith

    Tracey Smith

    Relationship Manager
  • Sam Springer, CPA, CExP

    Sam Springer, CPA, CExP

    Client Specialist
  • Tammie Thomas

    Tammie Thomas

    Client Service Associate
  • Keri Tibbals, AIF®

    Keri Tibbals, AIF®

    Client Service Coordinator
  • Celso Toc

    Celso Toc

    Client Service Associate
  • Susan Williams, CFP®, RPA

    Susan Williams, CFP®, RPA

    Vice President | Trust Officer
  • Mark Williams

    Mark Williams

    Relationship Manager
  • Matt Zaczyk

    Matt Zaczyk

    Client Specialist

 

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info@thetrust.com

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