Team of Experts

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Meet the FinTrust Team

Allen Gillespie

Allen Gillespie, CFA®

Chief Investment Officer

Bethany Thompson, CES™

Registered Client Service Administrator

Bill Kibler

Bill Kibler

Senior Vice President, Investment Advisor

Blane Brooks

Director of Advisor Support Group

Brittany Chester

Brittany C. Bynum

Vice President of Operations

Carrie Corbin

Carrie Corbin

Senior Client Service Administrator

Cassidy Murphy, CFP®, CPWA®

Financial Planner

Chip Hardy

Chip Hardy, CBFA

Senior Vice President, Fiduciary Consultant

Dave Lewis

David Lewis, CFA®

CFO, Senior Vice President, Investment Advisor

Donna Rasile, RLP®

Senior Vice President, Investment Advisor

Doug Myers

Doug Myers, CFP®

Senior Vice President, Capital Markets

Ed Blackburn

Ed Blackburn

Senior Vice President, Investment Advisor

Betsy Pusateri

Elizabeth “Betsy” Pusateri, CES™

Registered Operations Administrator

Holland Church

Data Analyst

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

Katie Brown

Katie Lewis

Client Service Administrator

L. Ryan Brinson, AIF®

Senior Vice President, Investment Advisor

Mary Katherine Glassman

Financial Planner

Melissa Rogers

Melissa Rogers

Senior Registered Client Service Administrator

Mike Gordon

Mike Gordon, CPA®

Senior Vice President, Investment Advisor

Paul Gordon

Paul Gordon, CFP®

Senior Vice President, Investment Advisor

Philip Brice, AIF®

Chief Executive Officer

Pat Sheridan

R. Patrick Sheridan JR., AIF®

Chief Executive Officer

Sam Schnurr

Samantha (Sam) Schnurr

Client Service Administrator

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™

Chief Compliance Officer

Will Kibler

Will Kibler

Vice President, Investment Advisor