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 ManagerMatt 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
Associate Relationship ManagerGrant F. Boyd
Senior Vice PresidentCassie Brown, FPQP™
Client Service CoordinatorCatherine Carter
Relationship ManagerKimberly D. Cochrane, CPA, CTFA
Vice President | Trust OfficerAngela Cooper
ReceptionistVirginia Couch, JD
Legal CounselRyan Cox, JD
Staff AttorneyConnor Cox, CFP®
Associate Relationship ManagerZerconia Davis
Customer Service ManagerLisa Enix
Client Service AssociateSara Fanjoy
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®
RecruiterSheryl Linck, CEPA®
Senior Vice PresidentJill Livingston, FPQP
Client Service AssociateSamantha Lord
Relationship ManagerJacob Lorino
Client SpecialistDalia Matthias
Vice President | Senior Trust OfficerBrittany Morgan
Associate Relationship ManagerAndy Muldoon
Senior Vice PresidentAmber Oprea
Client Service AssociateWilliam Probasco
Associate Relationship ManagerKarlo Rodriguez
Relationship ManagerRyan Sale
Office Services AssistantSam Shelley
Associate Relationship ManagerTracy Sherman
Client Service AssociateTracey Smith
Relationship ManagerSam Springer, CPA, CExP
Client SpecialistTammie Thomas
Client Service AssociateKeri Tibbals, AIF®
Client Service CoordinatorCelso Toc
Client Service AssociateSusan Williams, CFP®, RPA
Vice President | Trust OfficerMark Williams
Relationship ManagerMatt Zaczyk
Client Specialist