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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 and Strategy
  • 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
  • Matt Prince, AIF®

    Matt Prince, AIF®

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

    Kassandra Richardson, CTFA, CRC®

    Vice President, Personal Trust
  • 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 Generalist
  • Laura Beeler, CFP®

    Laura Beeler, CFP®

    Associate Relationship Manager
  • Vanessa Berkley

    Vanessa Berkley

    Client Specialist
  • Grant F. Boyd

    Grant F. Boyd

    Senior Vice President
  • Cassie Brown, FPQP™

    Cassie Brown, FPQP™

    Administrative Services Manager
  • Vicky Cardwell

    Vicky Cardwell

    Client Service Associate
  • Catherine Carter

    Catherine Carter

    Relationship Manager
  • Emily Carter

    Emily Carter

    Client Specialist
  • Justin Chavez

    Justin Chavez

    Customer Service Manager
  • Virginia Couch, JD

    Virginia Couch, JD

    Legal Counsel
  • Lisa Enix

    Lisa Enix

    Client Service Associate
  • Sara Fanjoy

    Sara Fanjoy

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

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

    Senior Relationship Manager
  • Joanna Gager

    Joanna Gager

    Marketing Specialist
  • Kelly Geasland

    Kelly Geasland

    IRA Specialist
  • Edna Gibson

    Edna Gibson

    Client Specialist
  • Christy Gray

    Christy Gray

    Client Service Associate
  • Susanne Hauk, JD

    Susanne Hauk, JD

    Senior Vice President
  • Fiona Hill, JD

    Fiona Hill, JD

    Trust Officer
  • Sara Hill

    Sara Hill

    Trust and IRA Compliance Specialist
  • Will Hodge

    Will Hodge

    Client Specialist
  • Sonia Holas

    Sonia Holas

    Client Service Associate
  • Paul Jaeger

    Paul Jaeger

    Vice President | Relationship Manager
  • Kate Johnson

    Kate Johnson

    Client Service Associate
  • Pam Kyle

    Pam Kyle

    RPS Compliance Administrator
  • Lauren Lange

    Lauren Lange

    RPS Compliance Administrator
  • Nicole Lenaghan, SHRM-CP

    Nicole Lenaghan, SHRM-CP

    Recruiter
  • Sheryl Linck

    Sheryl Linck

    Senior Vice President
  • Jill Livingston, FPQP®

    Jill Livingston, FPQP®

    Client Service Associate
  • Samantha Lord

    Samantha Lord

    Relationship Manager
  • Jacob Lorino, CFP®

    Jacob Lorino, CFP®

    Client Specialist
  • Joe Mahar

    Joe Mahar

    Administrative Services Coordinator
  • Dalia Matthias

    Dalia Matthias

    Vice President | Specialty Trust Director
  • Brittany Morgan

    Brittany Morgan

    Associate Relationship Manager
  • William Probasco

    William Probasco

    Associate Relationship Manager
  • Ryan Sale

    Ryan Sale

    Office Services Assistant
  • Braeden Salyer

    Braeden Salyer

    Client Specialist
  • Tracy Sherman

    Tracy Sherman

    Client Service Associate
  • Jennifer Shiarla

    Jennifer Shiarla

    RPS Compliance Administrator
  • Tracey Smith

    Tracey Smith

    Relationship Manager
  • Jacob Spangler

    Jacob Spangler

    Legal Counsel
  • Tammie Thomas

    Tammie Thomas

    Client Service Associate
  • Keri Tibbals, AIF®

    Keri Tibbals, AIF®

    RPS Client Experience Manager
  • Celso Toc

    Celso Toc

    Associate Trust Officer
  • Robin Whiles

    Robin Whiles

    RPS Compliance Administration Manager
  • Mark Williams

    Mark Williams

    Relationship Manager
  • Sam Williams

    Sam Williams

    Client Specialist
  • Susan Williams, CFP®, RPA

    Susan Williams, CFP®, RPA

    Vice President | Trust Officer
  • Katie Willocks

    Katie Willocks

    Client Specialist
  • Matt Zaczyk, RPA

    Matt Zaczyk, RPA

    Associate Relationship Manager

 

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info@thetrust.com

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