Our Team

Executive Team

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Keith Fleischer
Keith Fleischer

President & CEO

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Scott Sacchi
Scott Sacchi

Head of Trust Administration

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Eron Kennedy
Eron Kennedy

Head of Client Relationships

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Heather St John
Heather St John

Director of Operations

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Keaton Klein
Keaton Klein

Head of Information Technology

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Desirèe Ryan, GEPC
Desirèe Ryan, GEPC

Director of Asset Protection

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Mark Dreschler
Mark Dreschler

Chairman/Founder

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Business Development

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Taylor Williams
Taylor Williams

Business Development Officer

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Ryan Dailey
Ryan Dailey

Business Development Officer

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Trust Officers

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A.J. Whitman, JD, CTFA
A.J. Whitman, JD, CTFA

Senior Trust Officer

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Yuko Brazil, CTFA
Yuko Brazil, CTFA

Senior Trust Officer

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Stacy Libbey, CTFA
Stacy Libbey, CTFA

Senior Trust Officer

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Charles Gray
Charles Gray

Senior Trust Officer

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Cheree Boulding, CTFA
Cheree Boulding, CTFA

Senior Trust Officer

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Mary Tallent-Stewart
Mary Tallent-Stewart

Vice President/Trust Officer

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Kathy Klein, CISP
Kathy Klein, CISP

Vice President/Trust Officer

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Richard Smith
Richard Smith

Vice President/Trust Officer

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Christopher Hori
Christopher Hori

Vice President/Trust Officer

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Joseph Blaylock
Joseph Blaylock

Trust Officer

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Paul Di Carlo
Paul Di Carlo

Trust Officer

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Karyn Smith
Karyn Smith

Trust Officer

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Rachel Nicholas, CTFA
Rachel Nicholas, CTFA

Trust Officer

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