Team of Experts

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Meet the FinTrust Team

Allen Gillespie

Allen Gillespie, CFA®

President, Managing Partner Investments

Bethany Thompson

Registered Client Service Administrator

Bill Kibler

Bill Kibler

Senior Vice President, Investment Advisor

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

Operations Administrator

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

Katie Brown

Katie Lewis

Client Service Administrator

Ryan Brinson

L. Ryan Brinson, AIF®

Senior Vice President, Investment Advisor

Madison Allard

Client Service Administrator

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®

CEO, Managing Partner

Pat Sheridan

R. Patrick Sheridan JR., AIF®

CEO, Managing Partner

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™

CCO, Chief Risk Officer

Will Kibler

Will Kibler

Vice President, Investment Advisor

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