Our Team
Our professional team members are dedicated to delivering exceptional customer service that is tailored to your unique needs. Every client has access to the expertise of the entire team, including staff CPAs, attorneys, trading professionals and CERTIFIED FINANCIAL PLANNER® professionals.
Executive Leadership
Sharon J. Pryse
CEO & Founder
Daniel K. Carter
President
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
Senior Relationship Manager | Chief Development Officer
Karen Walker
Chief Financial Officer
Management Team
Grant F. Boyd
Senior Vice President
Codi Brannan
RPS Operations Manager
Cassie Brown, FPQPTM
Administrative Services 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
Sheryl Linck, CEPA, CExP
Senior Vice President
Matt Prince, AIF®
Vice President, Wealth Management
Kassandra Richardson, CTFA, CRC®
Vice President, Personal Trust
Kathryn Waddell, JD
Legal Counsel
Staff
Katie Armendarez
Client Specialist
Jaylene Baisley
Client Service Associate
Ashley Bearden, SHRM-SCP
Human Resources Generalist
Laura Beeler, CFP®
Relationship Manager
Vanessa Berkley
Client Specialist
Elizabeth Bradshaw
Client Specialist
Vicky Cardwell
Client Service Associate
Catherine Carter
Relationship Manager
Emily Carter
Client Specialist
Justin Chavez
Customer Service Manager
Virginia Couch, JD
Legal Counsel
Lisa Enix
Client Service Associate
Sara Fanjoy
Client Service Associate
Kevin S. Fillers, C(k)P®, CRPS®, CPFA®, NQPCTM
Senior Relationship Manager
Joanna Gager
Marketing Specialist
Edna Gibson, FPQPTM
Client Specialist
Christy Gray
Client Service Associate
Marissa Hahn
RPS Junior Compliance Administrator
Susanne Hauk, JD
Senior Vice President
Fiona Hill, JD
Trust Officer
Will Hodge, WMSSM
Client Specialist
Sonia Holas
Client Service Associate
Paul Jaeger
Vice President & Relationship Manager
Kate Johnson
Client Service Associate
Pam Kyle
RPS Compliance Administrator
Lauren Lange
RPS Compliance Administrator
Nicole Lenaghan, SHRM-CP
Recruiter
Jill Livingston, FPQP®
Client Service Associate
Samantha Lord
Relationship Manager
Jacob Lorino, CFP®
Associate Relationship Manager
Joe Mahar, JD
Administrative Services Coordinator
Dalia Matthias
Vice President | Specialty Trust Director
Brittany Morgan
Associate Relationship Manager
Brittney Nikirk
Client Service Associate
William Probasco
Associate Relationship Manager
Braeden Salyer
Client Specialist
Tracy Sherman
Client Service Associate
Jennifer Shiarla
RPS Compliance Administrator
Zach Showalter
Business Advisory Services Consultant
Tracey Smith
Relationship Manager
Jacob Spangler, JD
Legal Counsel
Keri Tibbals, AIF®
RPS Client Experience Manager
Celso Toc
Associate Trust Officer
Erin Wallen, JD
Trust Officer
Susan Weidknecht
RPS Compliance Administrator
Robin Whiles
RPS Compliance Administration Manager
Mark Williams
Relationship Manager
Sam Williams
Client Specialist
Susan Williams, CFP®, RPA
Vice President & Trust Officer
Matt Zaczyk, RPA
Associate Relationship Manager