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Trust Team

Our Trust Team

As a corporate trustee, we uphold the highest standards of fiduciary responsibility and have ingrained it into our very culture as an organization. Our collaborative, hands-on team provides administrative, investment, legal and accounting expertise to support you and your heirs. Our trust professionals manage assets, distributions, reporting and other fiduciary matters to relieve your family of that burden. We are unwavering in our commitment to achieve the very best for our clients from one generation to the next.

Please consult one of our team members for more information on partnering with us for your trust services.

Trust Services

Amy Brand

Senior Vice President
Trust & Family Office Advisor
Director of Investments

Justin Meyer, Esq.

Executive Vice President
Chief Fiduciary Officer

Greg Rodgers

Senior Vice President
Trust & Family Office Advisor

Matthew Wagner

Chief Practice Officer
Trust & Family Office Advisor

Curtis Searcy

Trust & Family Office

Angie Ilko

Vice President
Trust Advisor

Kyle DeWitt

Vice President
Trust Advisor

Our Team Specialists

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Jennifer LaPresta

Trust Associate

Matthew Kasten

Team Lead
Trust & Family Office Analyst

Katie Dunn

Trust & Family Office Analyst

Kim Bremer

Trust Associate