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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
  • Neil Patel

    Neil Patel

    Vice President, Information Technology
  • 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

    Client Specialist
  • Kendra Bonilla, WMS™

    Kendra Bonilla, WMS™

    Project Coordinator
  • Grant F. Boyd

    Grant F. Boyd

    Senior Vice President
  • Cassie Brown, FPQP™

    Cassie Brown, FPQP™

    Client Service Coordinator
  • Catherine Carter

    Catherine Carter

    Relationship Manager
  • Sarah Cassell

    Sarah Cassell

    Client Service Associate
  • 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

    Connor Cox

    Client Specialist
  • Zerconia Davis

    Zerconia Davis

    Customer Service Manager
  • Lisa Enix

    Lisa Enix

    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®

    Human Resources Coordinator
  • Sheryl Linck

    Sheryl Linck

    Senior Vice President
  • Jill Livingston, FPQP

    Jill Livingston, FPQP

    Client Service Associate
  • Samantha Lord

    Samantha Lord

    Relationship Manager
  • Jacob Lorino

    Jacob Lorino

    Client Service Associate
  • Dalia Matthias

    Dalia Matthias

    Vice President | Senior Trust Officer
  • Brittany Morgan

    Brittany Morgan

    Associate Relationship Manager
  • Andy Muldoon

    Andy Muldoon

    Senior Vice President
  • William Probasco

    William Probasco

    Client Specialist
  • Karlo Rodriguez

    Karlo Rodriguez

    Relationship Manager
  • Ryan Sale

    Ryan Sale

    Office Services Assistant
  • Tracy Sherman

    Tracy Sherman

    Client Service Associate
  • Sam Springer, CPA

    Sam Springer, CPA

    Client Specialist
  • Tammie Thomas

    Tammie Thomas

    Client Service Associate
  • Keri Tibbals, AIF®

    Keri Tibbals, AIF®

    Client Service Coordinator
  • Mark Williams

    Mark Williams

    Relationship Manager
  • Susan Williams, CFP®, RPA

    Susan Williams, CFP®, RPA

    Vice President | Trust Officer
  • Matt Zaczyk

    Matt Zaczyk

    Client Specialist

 

Susan Bacon

Previously we had three separate companies working on our plan, including a record keeper, a third-party administrator and an investment advisor. The simplified process of making one call to The Trust Company for all plan functions has proven incredibly more efficient in both time and cost.

— Susan Bacon, Chief Financial Officer, Johnson & Galyon Construction

The Trust Company of Tennessee
2016-09-15T16:36:47-04:00

— Susan Bacon, Chief Financial Officer, Johnson & Galyon Construction

Previously we had three separate companies working on our plan, including a record keeper, a third-party administrator and an investment advisor. The simplified process of making one call to The Trust Company for all plan functions has proven incredibly more efficient in both time and cost.
https://thetrust.com/testimonials/david-dotson-testimonial/

Caryl Griffin

The Trust Company has handled our investments and made it very easy for us to take care of our financial transactions in both the U.S. and around the world.

-- Caryl Griffin, The Elizabeth R. Griffin Research Foundation

The Trust Company of Tennessee
2017-01-16T21:21:55-05:00

-- Caryl Griffin, The Elizabeth R. Griffin Research Foundation

The Trust Company has handled our investments and made it very easy for us to take care of our financial transactions in both the U.S. and around the world.
https://thetrust.com/testimonials/caryl-griffin/

Jerry Flannery

Since moving our plan to The Trust Company, our physicians and staff now understand the difference between an adequate and a well-administered retirement program. Our employees are more engaged in planning for their future and have a greater appreciation for our retirement program.

-- Jerry Flannery, Administrator, Mountain Region Family Medicine

The Trust Company of Tennessee
2017-01-16T21:24:35-05:00

-- Jerry Flannery, Administrator, Mountain Region Family Medicine

Since moving our plan to The Trust Company, our physicians and staff now understand the difference between an adequate and a well-administered retirement program. Our employees are more engaged in planning for their future and have a greater appreciation for our retirement program.
https://thetrust.com/testimonials/jerry-flannery/

Tom A. Ballentine

Thank you for what I can only describe as a “lightening quick” transaction and the most notable customer service I have experienced in a very long time. It has always been a pleasure to work with you, not only on behalf of our firm, but also with my individual accounts. I have never been disappointed! I always recommend The Trust Company when I have the opportunity.

– Tom A. Ballentine, Chief Financial Officer, Baker, O’Kane, Atkins & Thompson

The Trust Company of Tennessee
2017-01-16T21:33:41-05:00

– Tom A. Ballentine, Chief Financial Officer, Baker, O’Kane, Atkins & Thompson

Thank you for what I can only describe as a “lightening quick” transaction and the most notable customer service I have experienced in a very long time. It has always been a pleasure to work with you, not only on behalf of our firm, but also with my individual accounts. I have never been disappointed! I always recommend The Trust Company when I have the opportunity.
https://thetrust.com/testimonials/tom-a-ballentine/

Bobby Castle

Prior to working with The Trust Company, the advisor of my personal investment assets was never fully able to understand the details behind my employer-sponsored retirement plan. Now, because The Trust Company also administers my 401(k) account, I am able to utilize both investment aspects and receive help on a consolidated approach.

– Bobby Castle, Senior Vice President, Sevier County Executive, SmartBank

The Trust Company of Tennessee
2017-01-16T21:34:42-05:00

– Bobby Castle, Senior Vice President, Sevier County Executive, SmartBank

Prior to working with The Trust Company, the advisor of my personal investment assets was never fully able to understand the details behind my employer-sponsored retirement plan. Now, because The Trust Company also administers my 401(k) account, I am able to utilize both investment aspects and receive help on a consolidated approach.
https://thetrust.com/testimonials/bobby-castle/
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The Trust Company of Tennessee

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info@thetrust.com

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