Team of Experts

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Meet the FinTrust Team

Allen Gillespie

Allen Gillespie, CFA®

President, Managing Partner Investments

Bethany Thompson

Client Service Administrator

Bill Kibler

Bill Kibler

Senior Vice President, Investment Advisor

Brittany Chester

Brittany Chester

Vice President of Operations

Carrie Corbin

Carrie Corbin

Senior Client Service Administrator

Chip Hardy

Chip Hardy, CBFA

Senior Vice President, Fiduciary Consultant

Dave Lewis

David Lewis, CFA®

CFO, Senior Vice President, Investment Advisor

Donna Lindley

Donna Lindley

Senior Client Service Administrator

Doug Myers

Doug Myers, CFP®

Senior Vice President, Capital Markets

Ed Blackburn

Ed Blackburn

Senior Vice President, Investment Advisor

Betsy Pusateri

Elizabeth “Betsy” Pusateri

Operations Administrator

Erin Jones

Erin Michele Jones, ChFC®, CFP®

Private Wealth Consultant

Holland Church

Portfolio Administrator

Jim Bozman

James H. Bozman, AIF®

Senior Partner

Mercer Treadwell

James Mercer Treadwell, III, CFA®

Senior Vice President, Investment Advisor

Jennifer Reynolds

Jennifer Reynolds, CES™

Senior Registered Client Service Administrator

Jag Gholson

John A. “Jag” Gholson, CLU®

Director of Benefit Consulting

Kathryn Smith Payne, CFP®, CPA/PFS

Financial Planner

Katie Brown

Katie Brown

Client Service Administrator

Ryan Brinson

L. Ryan Brinson, AIF®

Senior Vice President, Investment Advisor

Melissa Rogers

Melissa Rogers

Senior Registered Client Service Administrator

Mike Gordon

Mike Gordon, CPA®

Senior Vice President, Investment Advisor

Paige Siniard

Paige Siniard

Director of Marketing and Client Engagement

Paul Gordon

Paul Gordon, CFP®

Senior Vice President, Investment Advisor

Philip Brice, AIF®

CEO, Managing Partner

Pat Sheridan

R. Patrick Sheridan JR., AIF®

CEO, Managing Partner

Scott Soltau

Scott Soltau

Senior Vice President, Capital Markets

Steve Popper

Stephen Popper, III

Senior Vice President, Investment Advisor

Tammy Erdley

Tammy Erdley

Senior Accountant

Teresa Sylvester

Teresa Sylvester, CRPS®

Director of Retirement Plan Consulting

Thomas Sheridan

Thomas Cassidy Sheridan

Financial Analyst

Valerie Smithey

Valerie S. Smithey, CFE®, CAMS®, CRCP™

CCO, Chief Risk Officer

Will Kibler

Will Kibler

Vice President, Investment Advisor

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