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 & Founder
Daniel K. Carter
President
Karen Walker
Chief Financial Officer
Miranda Carr, CFA®
Chief Investment Officer
Jack S. Davidson, CFP®, CPA
Chief Strategy Officer
Lara Fleming
Chief People Officer
Denise Ledden
Chief Operating Officer
Stacy Roettger, JD, LLM
Chief Legal Officer
Chad Schollaert, AIF®
Chief Development Officer
Management Team
Codi Ann Brannan
RPS Operations Manager
Lindsay Cates
Vice President, Marketing
Adam Davies, CFA®, RPA
Vice President, Retirement Plan Services
Libby Gourley
Business Architect
Zach Hurst, CFP®, AIF®
Vice President, Managing Director - Chattanooga
Nona McKenzie
Trust Operations Manager
Matt Prince, AIF®
Vice President, Wealth Management
Kassandra Richardson, CTFA, CRC®
Vice President, Personal Trust
Nita Stiles
Vice President, Operations
Kathryn Waddell, JD
Legal Counsel
Our Staff
Jaylene Baisley
Client Service Associate
Ashley Bearden, SHRM-CP
Human Resources Specialist
Laura Beeler
Associate Relationship Manager
Grant F. Boyd
Senior Vice President
Cassie Brown, FPQP™
Client Service Coordinator
Catherine Carter
Relationship Manager
Kimberly D. Cochrane, CPA, CTFA
Vice President | Trust Officer
Angela Cooper
Receptionist
Virginia Couch, JD
Legal Counsel
Ryan Cox, JD
Staff Attorney
Connor Cox, CFP®
Associate Relationship Manager
Zerconia Davis
Customer Service Manager
Lisa Enix
Client Service Associate
Sara Fanjoy
Client Service Associate
Kevin S. Fillers, C(k)P, CRPS, CPFA, NQPA
Retirement Benefits Consultant
Kelly Geasland
IRA Specialist
Christy Gray
Client Service Associate
Susanne Hauk, JD
Senior Vice President
Sara Hill
Trust and IRA Compliance Specialist
Mike Humphrey
Relationship Manager
Paul Jaeger
Vice President | Relationship Manager
Kate Johnson
Client Service Associate
Jeanne Kidd
Client Service Associate & Special Events Coordinator
Christopher Lambert
Relationship Manager
Susan Law, CFP®
Vice President | Senior Trust Officer
Nicole Lenaghan, CSP®
Recruiter
Sheryl Linck, CEPA®
Senior Vice President
Jill Livingston, FPQP
Client Service Associate
Samantha Lord
Relationship Manager
Jacob Lorino
Client Specialist
Dalia Matthias
Vice President | Senior Trust Officer
Brittany Morgan
Associate Relationship Manager
Andy Muldoon
Senior Vice President
Amber Oprea
Client Service Associate
William Probasco
Associate Relationship Manager
Karlo Rodriguez
Relationship Manager
Ryan Sale
Office Services Assistant
Sam Shelley
Associate Relationship Manager
Tracy Sherman
Client Service Associate
Tracey Smith
Relationship Manager
Sam Springer, CPA, CExP
Client Specialist
Tammie Thomas
Client Service Associate
Keri Tibbals, AIF®
Client Service Coordinator
Celso Toc
Client Service Associate
Susan Williams, CFP®, RPA
Vice President | Trust Officer
Mark Williams
Relationship Manager
Matt Zaczyk
Client Specialist