Our Team

Executive Team

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Keith Fleischer
Keith Fleischer

President & CEO

Jonathan Williams
Jonathan Williams

Director of Trust Administration

Eron Kennedy
Eron Kennedy

Head of Client Relationships

Heather St John
Heather St John

Director of Operations

Keaton Klein
Keaton Klein

Head of Information Technology

Mark Dreschler
Mark Dreschler

Chairman/Founder

Trust Officers

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Kathy Allinger
Kathy Allinger

Vice President / Trust Officer

Stacy Libbey, CTFA
Stacy Libbey, CTFA

Senior Trust Officer

Cheree Boulding, CTFA
Cheree Boulding, CTFA

Senior Trust Officer

Mary Tallent-Stewart
Mary Tallent-Stewart

Vice President/Trust Officer

Kathy Klein, CISP
Kathy Klein, CISP

Trust Officer

Desirèe Ryan, GEPC
Desirèe Ryan, GEPC

Trust Officer

Richard Smith
Richard Smith

Trust Officer

Joseph Blaylock
Joseph Blaylock

Trust Officer

Steve Davis
Steve Davis

Trust Officer

Christopher Hori
Christopher Hori

Trust Officer

Paul Di Carlo
Paul Di Carlo

Trust Officer

Richard Ryan, EA, CTFA, CFP, SE-AWMA
Richard Ryan, EA, CTFA, CFP, SE-AWMA

Trust Officer

Janelle Battenberg
Janelle Battenberg

Trust Officer

Charles Gray
Charles Gray

Trust Officer

Marsha Walters, CTFA
Marsha Walters, CTFA

Trust Administration Services Director

Daylene Hendricks
Daylene Hendricks

Senior Trust Officer

KC Guleserian
KC Guleserian

Trust Officer