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, Marketing and StrategyAdam Davies, CFA®, RPA
Vice President, Retirement Plan ServicesLibby Gourley
Business ArchitectZach Hurst, CFP®, AIF®
Vice President, Managing Director - ChattanoogaMatt Prince, AIF®
Vice President, Wealth ManagementKassandra Richardson, CTFA, CRC®
Vice President, Personal TrustKathryn Waddell, JD
Legal Counsel
Our Staff
Jaylene Baisley
Client Service AssociateAshley Bearden, SHRM-CP
Human Resources GeneralistLaura Beeler, CFP®
Associate Relationship ManagerGrant F. Boyd
Senior Vice PresidentCassie Brown, FPQP™
Administrative Services ManagerVicky Cardwell
Client Service AssociateEmily Carter
Client SpecialistCatherine Carter
Relationship ManagerJustin Chavez
Customer Service Team LeadKimberly D. Cochrane, CPA, CTFA
Vice President | Trust OfficerAngela Cooper
ReceptionistVirginia Couch, JD
Legal CounselLisa Enix
Client Service AssociateSara Fanjoy
Client Service AssociateKevin S. Fillers, C(k)P, CRPS, CPFA, NQPC
Senior Relationship ManagerJoanna Gager
Marketing SpecialistKelly Geasland
IRA SpecialistEdna Gibson
Client SpecialistChristy Gray
Client Service AssociateSusanne Hauk, JD
Senior Vice PresidentSara Hill
Trust and IRA Compliance SpecialistFiona Hill, JD
Trust OfficerSonia Holas
Client Service AssociatePaul Jaeger
Vice President | Relationship ManagerKate Johnson
Client Service AssociateJeanne Kidd
Client Service Associate & Special Events CoordinatorPam Kyle
RPS Compliance AdministratorLauren Lange
RPS Compliance AdministratorNicole Lenaghan, SHRM-CP
RecruiterSheryl Linck
Senior Vice PresidentJill Livingston, FPQP®
Client Service AssociateSamantha Lord
Relationship ManagerJacob Lorino, CFP®
Client SpecialistJoe Mahar
Client Service AssociateDalia Matthias
Vice President | Senior Trust OfficerBrittany Morgan
Associate Relationship ManagerWilliam Probasco
Associate Relationship ManagerRyan Sale
Office Services AssistantBraeden Salyer
Client SpecialistTracy Sherman
Client Service AssociateJennifer Shiarla
RPS Compliance AdministratorTracey Smith
Relationship ManagerJacob Spangler
Legal CounselTammie Thomas
Client Service AssociateKeri Tibbals, AIF®
RPS Client Experience ManagerCelso Toc
Associate Trust OfficerRobin Whiles
RPS Compliance Administration ManagerSusan Williams, CFP®, RPA
Vice President | Trust OfficerMark Williams
Relationship ManagerSam Williams
Client SpecialistMatt Zaczyk
Associate Relationship Manager