Our Team

Executive Team

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Mark Dreschler
Mark Dreschler

Chairman/Founder

Keith Fleischer
Keith Fleischer

President/CEO

Agata Mackowiak
Agata Mackowiak

Vice President of Operations

Marsha Walters, CTFA
Marsha Walters, CTFA

Trust Administration Services Director

Business Development

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Mike Randall
Mike Randall

Director of Business Development

Leah Gregory
Leah Gregory

Business Development Officer

Kendalynn Mowery
Kendalynn Mowery

Business Development Officer

Eron Kennedy
Eron Kennedy

Business Development Officer

Trust Officers

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Kathy Allinger
Kathy Allinger

Vice President / Trust Officer

Drew Bushman
Drew Bushman

Senior 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

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

Chuck Gray
Chuck Gray

Trust Officer

KC Guleserian
KC Guleserian

Trust Officer