Meet the Team Putting People Before Profits.

MTC Team

Ken Lako, JD

President & Chief Executive Officer

Ken has over 20 years’ experience in the field of investment management and trusts and has a proven record of driving business growth across multiple businesses and regions.


Ken Lako, JD

President & Chief Executive Officer

With over 20 years’ experience in the field of investment management and trusts, Ken has a proven record of driving business growth across multiple businesses and regions. Ken is a highly regarded leader in the industry, he has established exemplary risk management practices, recruited and retained diverse and highly effective fiduciary leaders and advisors, and enhanced business practices to leverage technology and increase efficiency. Ken is a graduate of Arizona State University and received his JD at Western State College of Law.

 

Neil Archibald

Neil P. Archibald, JD

Executive Vice President, Chief Administrative Officer

Neil has over 20 years of experience in the legal and trust industries, with roles including Chief Fiduciary Officer, Chief Compliance Officer, and General Counsel.

Neil Archibald

Neil P. Archibald, JD

Executive Vice President, Chief Administrative Officer

With over twenty years’ experience in the legal and trust industries, Neil has held multiple roles including Chief Operating Officer, Chief Fiduciary Officer, Chief Compliance Officer and General Counsel. Prior to joining Members Trust Company, Neil worked as a teacher, a lawyer, and as a trust officer. Neil is a graduate of the University of Virginia and received his JD at the University of Maryland, and has continued his executive education at Cornell’s Johnson School of Management, and the Wharton and Darden Schools of Business.

T.L. Brown, JD

Chief Fiduciary & Planning Officer

T.L. is a licensed attorney in the State of North Carolina and has over 20 years of experience in estate and trust administration.


T.L. Brown, JD

Chief Fiduciary & Planning Officer

T.L. has over 20 years of experience in estate and trust administration. He earned his BA, JD, and MBA degrees from Wake Forest University, and is a member of the North Carolina Bar and US Supreme Court Bar.  Prior to joining Members Trust Company in 2021, T.L. most recently served as VP, Senior Fiduciary Procedural Consultant at Wells Fargo Bank. T.L. serves on the executive committees of the Winston-Salem Estate Planning Council and Novant Forsyth Medical Center Foundation. T.L. also serves as an adjunct professor at Wake Forest University School of Law.

 

Jason Liu

Chief Growth Officer

With over 25 years of experience leading wealth management teams, Jason is responsible for the growth strategies of MTC to achieve revenue and profit acceleration.


Jason Liu

Chief Growth Officer

Prior to joining MTC, Jason led the wealth management business for US Bank in WA.  Previous experience includes National Sales Director & Head of Wealth Planning for MUFG Union Bank, SVP at J.P.Morgan Private Client, and SVP at Wells Fargo Advisors leading AZ and Southern CA.  He began his career as an advisor at UBS Paine Webber.  Jason has been honored as one of the top 100 brokerage managers by On Wall Street magazine, coached advisors recognized by Barron’s top 10 advisors, nominated by Phoenix Magazine as one of the top 40 executives under 40, and decorated with numerous leadership, diversity, sales and volunteer awards. He is a graduate of Southern Adventist University and has held his FINRA series 7, 9,10, 23, 24, 63, and 65 securities licenses.

photo of Crystal Riganati

Crystal Riganati, SPHR, SHRM-CP

Chief People Officer

Crystal brings over 10 years of progressive Human Resources experience to Members Trust Company, with full responsibility and oversight of the HR function.

photo of Crystal Riganati

Crystal Riganati, SPHR, SHRM-CP

Chief People Officer

Crystal joined Members Trust Company in 2019 and has been instrumental in implementing the organization’s strategic plan. With oversight of the HR function, she is responsible for developing and implementing the HR business plan, implementing HR strategies that support business objectives, establishing accountability, identifying solutions to resolve problems, and fostering a diverse and respectful workplace. In her role, Crystal also provides executive-level leadership and guidance in regards to the organization’s HR operations.

Crystal received her Bachelor of Arts from Florida Atlantic University. She is SPHR and SHRM-CP certified, and a member of the Society for Human Resources Management and HR Tampa.

Kei Sasaki, CFA

Chief Investment Officer

Kei Sasaki serves as Chief Investment Officer of Members Trust Company (MTC) and is a member of the firm’s executive leadership team.


Kei Sasaki, CFA

Chief Investment Officer

Kei has over 25 years of global investment industry experience. He leads a team of experienced investment professionals managing over $4 billion in client investment assets, and oversees MTC’s investment strategy and research efforts. Prior to joining MTC, he was Senior Vice President and Senior Portfolio Manager for Northern Trust, Managing Director and Regional Chief Investment Officer for Wells Fargo Private Wealth Management, and Managing Director and Head of Equity Research with PineBridge Investments. Kei received a BS in International Business and Finance from New York University, and an MBA in Finance from Fordham University. He is a CFA® charterholder and member of the CFA Institute and the CFA Society of New York.

Kate Braddock photo

Kate Braddock, CFA

Senior Vice President, Managing Director of Investments

With over 25 years of experience, Kate focuses on providing customized solutions for individual client’s investment needs.

Kate Braddock photo

Kate Braddock, CFA

Senior Vice President, Managing Director of Investments

Kate has over 30 years of experience in fiduciary portfolio management. She oversees MTC’s model portfolio strategies in addition to providing comprehensive wealth management services to individuals, institutions, foundations and non-profits. Kate graduated Cum Laude from the University of Vermont with a BA in Economics and she has earned her Chartered Financial Analyst (CFA) designation. Prior to joining MTC in 2001, she served as a portfolio manager and analyst at Janus Henderson Investors. Kate is a member of the CFA Institute, the CFA Society of Colorado, the Global Women’s Leadership Network and the Denver Chapter of Women in ETFs.

Kristin Hosack, JD

Senior Vice President, Trust Operations & Client Success

Kristin is a licensed attorney in the State of Texas and has over 20 years of experience in financial services and trust operations.


Kristin Hosack, JD

Senior Vice President, Trust Operations & Client Success

Kristin is a licensed attorney in the State of Texas and has over 20 years of experience in financial services and trust operations. She earned her Bachelors in Political Science from the University of Incarnate Word and Juris Doctor from St. Mary’s School of Law. Prior to joining Members Trust Company in 2022, Kristin’s roles included Business Initiatives Consultant at BOK Financial and Trust Operations Manager at USAA Trust Services.

Tamara Kid

Tamara Pataky Kidd, JD

Senior Vice President, Senior Fiduciary Officer and Fiduciary Counsel

Tamara joined Members Trust Company in 2007 and has over 30 years of experience in estate planning and estate and trust administration.

Tamara Kid

Tamara Pataky Kidd, JD

Senior Vice President, Senior Fiduciary Officer and Fiduciary Counsel

Tamara has over 30 years of experience in estate planning and estate and trust administration. Fluent in English and Spanish, she earned her Juris Doctor degree from Washington University and is an active member of the Florida Bar. Prior to joining Members Trust Company in 2007, she served as VP, Chief Trust Officer, at Merrill Lynch and VP, Trust Service Manager, at Comerica Bank.

Jeff Terrell, CFA

Senior Vice President, Senior Investment Officer

Jeff has over 30 years experience as a fiduciary asset manager and thought leader at regional and community banks.


Jeff Terrell, CFA

Senior Vice President, Senior Investment Officer

Jeff has over 30 years experience as a fiduciary asset manager and thought leader at regional and community banks. His regional bank roles have been as a portfolio manager, senior strategy analyst and chief wealth market strategist. He also served 20 years as chief investment officer for 2 state and nationally chartered community banks. In addition to managing portfolios for private and institutional clients his focus areas include: investment philosophy creation, strategic/tactical asset allocation, model portfolio program design, portfolio construction, asset class research, economic trend analysis and digital assets. He authors client publications on multiple topics, is a frequent public speaker and has led firm banding initiatives.

Jeff graduated from Western Michigan University, is a CFA Charterholder, and a member of the CFA Society of North Carolina.

Brooke Bowen

Vice President, Wealth Management Consultant

Brooke joined MTC in February of 2024 taking on the role of Wealth Management Consultant (WMC) covering the Northeast & Great Lakes region.


Brooke Bowen

Vice President, Wealth Management Consultant

Brooke joined MTC in February of 2024 taking on the role of Wealth Management Consultant (WMC) covering the Northeast & Great Lakes region. Brooke is responsible for working with advisors to drive new business by leveraging our investment management & trust solutions as well as helping coach advisors through productive practice management.

Prior to joining MTC, Brooke was at Nuveen Investments. She was responsible for growing mutual fund, ETF, SMA, CEF, and Alternative business in the Greater Houston region. During her time at Nuveen, she took on multiple leadership roles. She was President of the Sales Council, worked with leadership to help train new hires, and helped organize best practice sharing across all hubs.

Throughout her career, Brooke has consistently been recognized for being an activity leader with a strong work ethic. She prides herself on white glove service for everyone she works with, regardless of account size. She has very strong investment and capital markets knowledge.

Brooke was born and raised in Houston, TX. She attended the University of Mississippi for her Bachelor of Business Administration (BBA). In December of 2023, Brooke completed her Master of Business Administration (MBA) from Boston University. In her career, she has held the FINRA series 7, 66, and SIE licenses.

Jonnathan De Jesus, CFA, CIPM®

Vice President, Head of Portfolio Management

Jonnathan joined Members Trust Company in 2015. Jonnathan brings over 8 years of experience in the financial services industry to the role of Head of Portfolio Management.


Jonnathan De Jesus, CFA, CIPM®

Vice President, Head of Portfolio Management

Jonnathan graduated from the University of South Florida with a B.S. degree in Finance. Since joining Members Trust Company in 2015, he has worked diligently to blend his unique data-focused experience with his approach to investment management. Recognized as an innovator in investment performance measurement, Jonnathan has presented at the PMAR North America conference to discuss how Python is incorporated in the investment operations supporting Members Trust Company’s claim of compliance with Global Investment Performance Standards (GIPS®).

Members Trust Company (MTC) claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. To obtain GIPS-compliant performance information for the firm’s strategies and products, please contact Investments@memberstrust.com.

Vera Feldbusch

Vice President, Wealth Management Consultant

Vera joined MTC in December of 2023 taking on the role of Wealth Management Consultant (WMC) covering the Southwest/Gulf Coast marketplace.


Vera Feldbusch

Vice President, Wealth Management Consultant

Vera has over 15 years of industry experience in the wealth management industry. She joined MTC in December of 2023 taking on the role of Wealth Management Consultant (WMC) covering the Southwest/Gulf Coast marketplace. Vera is responsible for working with advisors to drive new business by leveraging our investment management & trust solutions as well as helping coach advisors through productive practice management.

Prior to joining MTC, Vera spent 9 years as Vice President, Wealth Management Consultant at Union Bank/US Bank Private Wealth Management. She was responsible for growing new advisory and Investment Management & Trust assets as well as wealth planning volume and implementation. Previous experience includes Regional Sales Manager, Practice Management Coach and Financial Advisor for Banc of the West Investments, JP Morgan, and Ameriprise.

Throughout her career Vera has consistently been recognized as a top performer in every role she has held in the industry. She prides herself on creating an energetic team-based culture focusing on comprehensive wealth management and exceptional execution. She holds her BS in Business and Marketing as well as a minor in Economics along with her MBA from Mt. St. Mary’s University where she was a 4-year division one basketball student athlete. In her career she has held FINRA series, 4, 7, 24, 53, and 66 securities licenses.

Sharon Giuffre, CFA, CAP®

Vice President, Senior Investment Officer

Sharon joined Members Trust Company in 2021 and has over 30 years of investment management experience.


Sharon Giuffre, CFA, CAP®

Vice President, Senior Investment Officer

Sharon joined Members Trust Company in 2021 and has over 30 years of investment management experience. She received her B.A. from Rice University and has worked at Shearson Leob Rhoades, Service Corporation International, Capstone Asset Management, Regions Bank, and Frost Bank. Sharon also managed an equity mutual fund, Fund of the Southwest, for which she received notoriety in Money Magazine and Barron’s. Sharon holds her CFA designation and is a current member and former President of CFA Houston.

Dawn Handler, CFP®

Vice President, Senior Fiduciary Officer

Dawn has over 25 years of experience in the trust services industry and 10 years administering special needs trusts.


Dawn Handler, CFP®

Vice President, Senior Fiduciary Officer

Dawn has over 25 years of experience in the trust services industry and 10 years administering special needs trusts. She works closely with the Company’s fiduciary field officers to instill controls, guidelines and strategies designed to mitigate fiduciary risk. Dawn also manages a personal book of complex trust relationships, which include settlement preservation, family, and charitable trusts.

Jessica Johnson, JD, EA

Vice President, Fiduciary Tax Officer

Jessica specializes in fiduciary tax, estate administration, trust administration, and personal planning.


Jessica Johnson, JD, EA

Vice President, Fiduciary Tax Officer

Jessica has worked in high net-worth fiduciary tax, trust, estate, and personal planning for over 2 decades. First at several large firms in Philadelphia, then moving over to banking and investments in the Philadelphia and Midwest regions.

Jessica received her Juris Doctor From Rutgers University and Bachelor Degree from Saint Mary’s College at Notre Dame. She is also an enrolled agent with the Internal Revenue Service.

Jessica specializes in fiduciary tax, estate administration, trust administration, and personal planning.

Meg Loitz, JD

Vice President, Senior Trust Officer

With over 25 years of trust and estate experience, Meg focuses on providing competent personal service to her clients.


Meg Loitz, JD

Vice President, Senior Trust Officer

With over 25 years of trust and estate experience, Meg focuses on providing competent personal service to her clients. Born and raised in Southern California, Meg graduated from the University of San Diego with a Bachelor of Arts degree in Communication Studies. She received her law degree from Valparaiso University School of Law, Cum Laude and is an Indiana licensed attorney. Before joining the Members Trust team, Meg was Vice President & Trust Officer at Teachers Credit Union. Prior to that, Meg had her own law practice specializing in estate planning and settlement.

William McAllister, CFA

Vice President, Senior Investment Officer

William joined Members Trust Company in 2023 and brings over 6 years of wealth management experience.


William McAllister, CFA

Vice President, Senior Investment Officer

William collaborates with the investment team in the development of ETF model portfolios and provides wealth management solutions to MTC’s clients. He has a B.A. in History from the University of South Carolina and an M.S. in Finance from Johns Hopkins University. He is a CFA Charterholder and an active member of CFA Tampa Bay.

Kathleen Miller, CTFA

Vice President, Wealth Development Consultant

Kathleen joined Members Trust Company in 2016 and has been in the financial services industry for nearly 20 years.


Kathleen Miller, CTFA

Vice President, Wealth Development Consultant

Kathleen has been in the financial services industry for nearly 20 years.  She received her undergraduate degree in Mathematics Education with a minor in Physics.  She went on to obtain her MBA and graduated from Canon Trust School, ultimately receiving her CTFA designation. Kathleen’s professional affiliations include chairing various fundraisers that ultimately raised $1.3 million that benefited various organizations and non-profits in the Northern Virginia area.  Kathleen also served as a member of the Board of Directors for the ARC of Northern Virginia’s Foundation, which oversees the special needs trust management services, serves as a source of financial support to the ARC and manages an investment portfolio to support the ARC and fundraising activities.

Michael Nicolini, JD, LL.M., CTFA

Vice President, Senior Fiduciary Officer

Michael brings 15 years of experience advising individuals and families in estate planning, trust administration, and fiduciary matters. 


Michael Nicolini, JD, LL.M., CTFA

Vice President, Senior Fiduciary Officer

Michael joined Members Trust Company in 2022 and brings 15 years of experience advising individuals and families in estate planning, trust administration, and fiduciary matters.  Michael holds the Certified Trust Financial Advisor (CTFA) designation as well as a Juris Doctor (JD) and Master of Laws (LL.M.) in Taxation. Prior to joining Members Trust Company, Michael worked for Bank of America Private Bank and BNY Mellon Wealth Management.

Daric Olson, AAMS

Vice President, Wealth Management Consultant

Daric joined MTC in April of 2024 taking on the role of Wealth Management Consultant (WMC) covering the Northern California, Pacific Northwest, and Central Mountain region.


Daric Olson, AAMS

Vice President, Wealth Management Consultant

Daric brings over a decade of experience in the wealth management industry to his role at MTC. He joined MTC in April of 2024 taking on the role of Wealth Management Consultant (WMC) covering the Northern California, Pacific Northwest, and Central Mountain region. Daric is responsible for working with relationship managers to drive new business by leveraging our investment management & trust solutions as well as helping coach advisors through productive practice management.

Before joining MTC, Daric served as the Vice President and Wealth Advisor Consultant for Nuveen, where he collaborated closely with financial advisors throughout the Pacific Northwest, Idaho, Montana and Alaska to help them grow their practices.

His previous roles include Associate Regional Director at Russell Investments and Regional Sales Consultant at Invesco. Daric makes it his mission to serve client needs with integrity and honesty, and to build and maintain long-term partnerships based on trust and value.

Daric’s professional qualifications include holding the Accredited Asset Management Specialist (AAMS™) designation, and previously held his FINRA series 7 and 66 securities licenses. He earned his Bachelor of Arts in Communications from Iowa State University. He also has been a multiple time award winner of the Dale Carnegie performance excellence award.

Robbin Preciado

Vice President, Institutional Development Consultant

Robbin Preciado is an Institutional Development Consultant (IDC) focused on growing and deepening strategic partnerships with Credit Unions throughout the firm’s national footprint.


Robbin Preciado

Vice President, Institutional Development Consultant

Robbin Preciado is an Institutional Development Consultant (IDC) focused on growing and deepening strategic partnerships with Credit Unions throughout the firm’s national footprint. Her role is to partner with executive leadership of credit unions and provide Investment Management and Trust solutions that sustainably fund charitable giving, employee benefits and member solutions.

Prior to joining Members Trust Company, Robbin spent over 12 years at MUFG Union Bank where she served as Managing Director, Regional President, of Southern California. Robbin led a team of 10 region managers, over 130 branches, over 800 employees, $18B in deposits, achieving top five market share. Robbin also served as Vice Chairperson of the Foundation area
committee, Executive Sponsor for community volunteerism, branch of the future $170mm initiative, sales and service centralized revenue programs. Prior to Union Bank, Robbin spent over 21 years at Wells Fargo, serving in Regional President roles through three acquisitions and as National Sales Manager for the Affluent Market segment where she was responsible for
growing the affluent client demographic together with a client-centric, cohesive cross-functional team through over 1,300 program producers.

Over the course of her career, Robbin has been one of the most decorated women in financial services in southern California. Some of her awards include: Orange County Business Journal, Orange County 500; Top Women in Finance, Woman of Color magazine; Pacific Coast Business Journal, Top 50 Women in Business; Orange County Business Council, Turning Red Tape into Red Carpet public private partnership award.

She is active in the community, serving on numerous boards including the Orange County United Way and has served as past chairwoman of the Orange County Business Council and Orange County Asian Pacific Islander Coalition Alliance.

Robbin is a graduate of the University of California, Los Angeles where she earned her Bachelor of Arts degree in economics. She holds FINRA series 7, 66 and 24 licenses.

Michael Sciulli

Vice President, Wealth Management Consultant

Michael joined MTC in January of 2024 taking on the role of Wealth Management Consultant (WMC) covering the Mid-Atlantic & Southeast region.


Michael Sciulli

Vice President, Wealth Management Consultant

Michael joined MTC in January of 2024 taking on the role of Wealth Management Consultant (WMC) covering the Mid-Atlantic & Southeast region. Michael is responsible for working with advisors to drive new business by leveraging our investment management & trust solutions as well as helping coach advisors through productive practice management.

Prior to joining MTC, Michael spent over a decade partnering with and coaching financial and trust advisors in the Wealth Management space working at Liberty One Investment Management, Absolute Capital, and Federated Investors.

He prides himself on being a true value add resource and going above and beyond expectations to help advisors grow and scale their advisory as well as trust and estate business.

Michael has been awarded numerous prestigious awards over the course of his career and has a BA in Business from Mercyhurst University, an MBA from Lake Erie College, and an executive certificate in Financial Planning from Duquesne University. He has also previously held his FINRA series 7 and 66 licenses.

Persia Shokoohi, JD

Vice President, Senior Compliance Officer

Persia joined Members Trust Company in 2021, bringing 8 years of compliance experience. Previous roles have included Compliance Specialist and Chief Compliance Officer.


Persia Shokoohi, JD

Vice President, Senior Compliance Officer

Persia joined Members Trust Company in 2021, bringing 8 years of compliance experience. She earned her Bachelor’s Degree in International Studies with a concentration in Conflict Resolution in the Middle East and North Africa. Having earned her JD at the University of Miami School of Law, Persia comes to MTC from her previous role as Chief Compliance Officer, Treasurer, and Secretary to the Board of Directors at a global institutional emerging markets fund whose parent company was based in Mumbai. Prior to that role, she served as a Compliance Specialist for Raymond James & Associates where she passed her FINRA Series 7, 24, 66, and SIE Examination. Persia is passionate about financial literacy education for high school students and also serves as a Member of the Board of Friends of New World Symphony in Miami.

Nicole Slaughter, JD

Vice President, Head of Fiduciary Administration

Nicole is a licensed attorney in Maryland and the District of Columbia. She has over 10 years of experience in estate and trust administration as well as estate planning.


Nicole Slaughter, JD

Vice President, Head of Fiduciary Administration

Nicole is a licensed attorney in Maryland and the District of Columbia. She has over 10 years of experience in estate and trust administration as well as estate planning. She is a graduate of Spelman College and received her JD at American University Washington College of Law.  Prior to joining MTC, Nicole was recognized as a Rising Star Super Lawyer for several years in estate planning and estate administration. She has significant experience representing claimants with special needs trusts before the Social Security Administration. 

Courtney Witz

Vice President, Wealth Management Consultant

Courtney has over 17 years of industry experience in the wealth management industry spanning various roles including West Coast Sales Director, Trust Advisor, and now Wealth Management Consultant.


Courtney Witz

Vice President, Wealth Management Consultant

Courtney has over 17 years of industry experience in the wealth management industry spanning various roles including West Coast Sales Director, Trust Advisor, and now Wealth Management Consultant. Prior to joining Members Trust Company, Courtney was the West Coast Vice President and Trust Advisor at City National Bank, N.A. where she supported the private banking division in collaborating with financial advisors, their clients, and trust consultants to provide education, guidance, and onboarding services for all trust and estate matters.

Courtney has extensive experience providing various financial solutions to intermediaries based upon client needs. She is skilled at providing in-depth knowledge of product offerings in digestible and repeatable ways. She has a knack at making complex matters simple to understand.

She has also leveraged her previous experiences and knowledge around ERISA law due to early career case work to provide relevant and necessary information for fiduciaries to utilize in their practices. She is passionate about Trust and Estate planning and execution to ensure clients protect their assets, minimize taxes, and ensure their intent is followed. She has her BA in Political Science from Clemson University. She previously held her S7 and S66 and holds certificates in Cannon Trust Designation Level 1 & 2.

Board of Directors

Jonathan Rich

Jonathan D. Rich

Chairman

Mr. Rich is a retired equity partner of the law firm of Holland & Knight, where he devoted the majority of his thirty-year practice to advising banks and trust companies on matters of trust law.

Jonathan Rich

Jonathan D. Rich

Chairman

Mr. Rich is a retired equity partner of the law firm of Holland & Knight, where he devoted the majority of his thirty-year practice to advising banks and trust companies on matters of trust law. He is a past member of the Board of Directors and Chairman of the Audit Committee of STI Capital Management, N.A., the investment management affiliate of SunTrust Banks, Inc. He received his B.A. from Hampshire College and his J.D., with honors, from Stetson University College of Law, where he was an editor of the Stetson Law Review.

Stephen Appel

Stephen L. Appel

Mr. Appel a retired managing partner of KPMG, LLP, where he worked with clients in financial services for thirty-four years.

Stephen Appel

Stephen L. Appel

Mr. Appel is a retired managing partner of KPMG, LLP, where he worked with clients in the financial services industry for thirty-four years. He served as an adjunct professor of accounting at the Rollins College Crummer Graduate School of Business from 2013 to 2020 and is a Board Governance Fellow of the National Association of Corporate Directors. He received his B.S. and MBA from Drake University.

Paul Chong

Mr. Chong is the Senior Vice President, Advisor Experience, at Trustage and President of TruStageTM Brokerage Services, Inc. In this role, Chong is the leader responsible for its Annuities, Retirement and Wealth Management businesses.


Paul Chong

Paul Chong is the Senior Vice President, Advisor Experience, at Trustage and President of TruStageTM Brokerage Services, Inc. In this role, Chong is the leader responsible for its Annuities, Retirement and Wealth Management businesses. He oversees teams based in Madison, Wisconsin, Waverly, Iowa and Great Bend, Kansas.

Melva McKay-Bass

Melva McKay-Bass

Ms. McKay-Bass is the Senior Vice President of Business Development at Suncoast Credit Union.

Melva McKay-Bass

Melva McKay-Bass

Ms. McKay-Bass is the Senior Vice President of Business Development at Suncoast Credit Union, where, with more than twenty years of financial and business experience, she is responsible for business deposits and lending, leading the trust and investments team, and overseeing the property and casualty insurance agency, title agency and real estate agency. She earned a B.S. in accounting from Florida A&M University and began her career at SunTrust Bank.

Robert M. Moser

Mr. Moser retired as president and chief executive officer of Laird Norton Wealth Management in July 2020.


Robert M. Moser

Mr. Moser retired as president and chief executive officer of Laird Norton Wealth Management in July 2020. Laird Norton Wealth Management is the largest independent Multi-Family Office in the Pacific Northwest and operates as both a Washington State Chartered Trust Company and a Registered Investment Advisor. Mr. Moser has more than 35 years of banking, capital markets, wealth & investment management, and financial risk management experience.

Barbara O’Donnell

Barbara O’Donnell

Ms. O’Donnell is the former President of SunTrust Delaware Trust Company, SunTrust’s offshore trust company, and SunTrust Banks, Inc.’s multi-family office subsidiary, Asset Management Advisors.

Barbara O’Donnell

Barbara O’Donnell

Ms. O’Donnell is the former President of SunTrust Delaware Trust Company, SunTrust’s offshore trust company, and SunTrust Banks, Inc.’s multi-family office subsidiary, Asset Management Advisors. She earned her B.A. from Bryn Mawr College and J.D. from the University of Michigan School of Law. She had a private tax and estate planning practice at the law firm of Sutherland, Asbill & Brennan in Atlanta. A frequent speaker and author on estate and charitable planning, as well as other fiduciary topics, she was the first female law professor at the University of Georgia Law School and the first tenured female law professor at the Emory University School of Law.

James A. Purdy

Mr. Purdy is a managing partner of the New York City law firm Fulton Vittoria, LLP.


James A. Purdy

Mr. Purdy is a managing partner of the New York City law firm Fulton Vittoria, LLP. He has practiced solely in the area of Trusts & Estates for almost thirty years, and a major part of his practice concerns advising banks and trust companies regarding the administration of estates and trusts. He also sits on the board of several charitable foundations created by his clients. Mr. Purdy received his B.A. from Muskingum University in New Concord, Ohio, in 1985 and his J.D. from Wake Forest University in Winston-Salem, North Carolina in 1988.

Jeff Stokes

Jeff Stokes

Mr. Stokes is a retired wealth management executive whose career spanned 40 years.

Jeff Stokes

Jeff Stokes

Mr. Stokes is a retired wealth management executive whose career spanned 40 years. He worked with ultra-high net worth families in the areas of Family Office, Trust, Investment Management, Estate Planning, Philanthropy and Next Generation Education.

Most recently Mr. Stokes was the Market Leader and Senior Client Strategist for BNY Mellon Wealth Management in Winter Park, Florida.

Mr. Stokes received his B.S.B.A. from the University of Central Florida. He also is a graduate of National Trust School at Northwestern University and attended executive leadership training at The Wharton College of Business, The University of Pennsylvania.

Mr. Stokes serves on the UCF College of Business, Dean’s Advisory Board.

Sara Trexler

Ms. Trexler is the Chief Legal Officer/General Counsel at State Employees’ Credit Union with more than thirty-six years of service.


Sara Trexler

Ms. Trexler is the Chief Legal Officer/General Counsel at State Employees’ Credit Union with more than thirty-six years of service. She received her undergraduate degree from the University of North Carolina at Chapel Hill, a master’s degree, summa cum laude, in Trust and Investment Management from Campbell University, and a J.D., magna cum laude, from North Carolina Central University. Ms. Trexler is licensed to practice law in North Carolina and is a CFP® professional.

Diane Young

Diane Young

Ms. Young is Chief Operating Officer at Navy Federal Financial Group (NFFG), where she is responsible for serving the financial planning and investment needs of Navy Federal Credit Union members.

Diane Young

Diane Young

Ms. Young is Chief Operating Officer at Navy Federal Financial Group (NFFG), where she is responsible for serving the financial planning and investment needs of Navy Federal Credit Union members. She has thirty-five years of experience in the financial services industry at both full-service wealth management and online investing firms. Ms. Young received her B.A. from Adelphi University and a Digital Marketing Mini-MBA at Rutgers University. She holds FINRA licenses 7, 66, and 24. She serves on the Board of Directors for Rotary Club of Vienna.