Our Experience is our Greatest Strength

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

OUR TEAM

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