Our Experience is our Greatest Strength

With an average of 25 years of experience, our team is well accomplished in our field and has the capabilities to help you reach your goals.


Our team is driven by three important core values:
Strong Leadership, Continuous Improvement and Client-Driven Quality

President/Chief Investment Officer
VP/Trust Operations & Compliance Officer
SVP/Senior Trust Officer
EVP/Development and Strategy
VP/Trust & Business Development Officer
Portfolio Manager
Trust Administrative Assistant
VP/Trust Officer
Wealth Strategist & Trust Officer
Trust Operations Assistant