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 and Strategy
Adam Davies, CFA®, RPA
Vice President, Retirement Plan Services
Libby Gourley
Business Architect
Zach Hurst, CFP®, AIF®
Vice President, Managing Director - Chattanooga
Matt Prince, AIF®
Vice President, Wealth Management
Kassandra Richardson, CTFA, CRC®
Vice President, Personal Trust
Kathryn Waddell, JD
Legal Counsel
Our Staff
Jaylene Baisley
Client Service Associate
Ashley Bearden, SHRM-CP
Human Resources Generalist
Laura Beeler, CFP®
Associate Relationship Manager
Kendra Bonilla, WMS™
Project Coordinator
Grant F. Boyd
Senior Vice President
Cassie Brown, FPQP™
Administrative Services Manager
Vicky Cardwell
Client Service Associate
Emily Carter
Client Specialist
Catherine Carter
Relationship Manager
Justin Chavez
Customer Service Team Lead
Kimberly D. Cochrane, CPA, CTFA
Vice President | Trust Officer
Angela Cooper
Receptionist
Virginia Couch, JD
Legal Counsel
Lisa Enix
Client Service Associate
Sara Fanjoy
Client Service Associate
Kevin S. Fillers, C(k)P, CRPS, CPFA, NQPC
Senior Relationship Manager
Joanna Gager
Marketing Specialist
Kelly Geasland
IRA Specialist
Edna Gibson
Client Specialist
Christy Gray
Client Service Associate
Susanne Hauk, JD
Senior Vice President
Sara Hill
Trust and IRA Compliance Specialist
Fiona Hill, JD
Trust Officer
Sonia Holas
Client Service Associate
Paul Jaeger
Vice President | Relationship Manager
Kate Johnson
Client Service Associate
Jeanne Kidd
Client Service Associate & Special Events Coordinator
Pam Kyle
RPS Compliance Administrator
Lauren Lange
RPS Compliance Administrator
Nicole Lenaghan, SHRM-CP
Recruiter
Sheryl Linck
Senior Vice President
Jill Livingston, FPQP®
Client Service Associate
Samantha Lord
Relationship Manager
Jacob Lorino, CFP®
Client Specialist
Joe Mahar
Client Service Associate
Dalia Matthias
Vice President | Senior Trust Officer
Brittany Morgan
Associate Relationship Manager
William Probasco
Associate Relationship Manager
Karlo Rodriguez
Relationship Manager
Ryan Sale
Office Services Assistant
Braeden Salyer
Client Specialist
Sam Shelley, CFP®
Associate Relationship Manager
Tracy Sherman
Client Service Associate
Jennifer Shiarla
RPS Compliance Administrator
Tracey Smith
Relationship Manager
Jacob Spangler
Legal Counsel
Sam Springer, CPA, CExP
Associate Relationship Manager
Tammie Thomas
Client Service Associate
Keri Tibbals, AIF®
RPS Client Experience Manager
Celso Toc
Associate Trust Officer
Robin Whiles
RPS Compliance Administration Manager
Sam Williams
Client Specialist
Susan Williams, CFP®, RPA
Vice President | Trust Officer
Mark Williams
Relationship Manager
Matt Zaczyk
Associate Relationship Manager