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
CEO & FounderDaniel K. Carter
PresidentKaren Walker
Chief Financial OfficerMiranda Carr, CFA®
Chief Investment OfficerJack S. Davidson, CFP®, CPA
Chief Strategy OfficerLara Fleming
Chief People OfficerDenise Ledden
Chief Operating OfficerStacy Roettger, JD, LLM
Chief Legal OfficerChad Schollaert, AIF®
Chief Development Officer
Management Team
Codi Ann Brannan
RPS Operations ManagerLindsay Cates
Vice President, MarketingAdam Davies, CFA®, RPA
Vice President, Retirement Plan ServicesLibby Gourley
Business ArchitectZach Hurst, CFP®, AIF®
Vice President, Managing Director - ChattanoogaNona McKenzie
Trust Operations ManagerNeil Patel
Vice President, Information TechnologyMatt Prince, AIF®
Vice President, Wealth ManagementKassandra Richardson, CTFA, CRC®
Vice President, Personal TrustNita Stiles
Vice President, OperationsKathryn Waddell, JD
Legal Counsel
Our Staff
Jaylene Baisley
Client Service AssociateAshley Bearden, SHRM-CP
Human Resources SpecialistLaura Beeler
Client SpecialistKendra Bonilla, WMS™
Project CoordinatorGrant F. Boyd
Senior Vice PresidentCassie Brown, FPQP™
Client Service CoordinatorCatherine Carter
Relationship ManagerSarah Cassell
Client Service AssociateKimberly D. Cochrane, CPA, CTFA
Vice President | Trust OfficerAngela Cooper
ReceptionistVirginia Couch, JD
Legal CounselRyan Cox, JD
Staff AttorneyConnor Cox
Client SpecialistZerconia Davis
Customer Service ManagerLisa Enix
Client Service AssociateKevin S. Fillers, C(k)P, CRPS, CPFA, NQPA
Retirement Benefits ConsultantKelly Geasland
IRA SpecialistChristy Gray
Client Service AssociateSusanne Hauk, JD
Senior Vice PresidentSara Hill
Trust and IRA Compliance SpecialistMike Humphrey
Relationship ManagerPaul Jaeger
Vice President | Relationship ManagerKate Johnson
Client Service AssociateJeanne Kidd
Client Service Associate & Special Events CoordinatorChristopher Lambert
Relationship ManagerSusan Law, CFP®
Vice President | Senior Trust OfficerNicole Lenaghan, CSP®
Human Resources CoordinatorSheryl Linck
Senior Vice PresidentJill Livingston, FPQP
Client Service AssociateSamantha Lord
Relationship ManagerJacob Lorino
Client Service AssociateDalia Matthias
Vice President | Senior Trust OfficerBrittany Morgan
Associate Relationship ManagerAndy Muldoon
Senior Vice PresidentWilliam Probasco
Client SpecialistKarlo Rodriguez
Relationship ManagerRyan Sale
Office Services AssistantTracy Sherman
Client Service AssociateSam Springer, CPA
Client SpecialistTammie Thomas
Client Service AssociateKeri Tibbals, AIF®
Client Service CoordinatorMark Williams
Relationship ManagerSusan Williams, CFP®, RPA
Vice President | Trust OfficerMatt Zaczyk
Client Specialist