Meet Our Team

Our devoted staff has over 250 years of combined wealth management experience.

Tod Allen 
JD, CSOP 

Chief Operations and Technology Officer

Wendy Barnett

Trust Administrator

Pam Brown

Operations Officer

Robert Clark
CFA, CFP®

Senior Portfolio Manager

Daniel Cone

Investment Analyst

Christopher Haigler
ATFA, CTFA

Senior Trust Advisor

Britt Messer
CFA, CFP®, CTFA

Chief Investment Officer

Reilly Morrison
JD, CTFA

Senior Trust Advisor

Derek Rende

Business Development Officer

Linda Richardson
CFIRS

Compliance Officer

Bart Rolen

Chief Executive Officer

Keelin Roper

Trust Associate

Brittany Schaefer

Operations Officer

Teresa Whitton
CFP®, CTFA

President

Meet our board.

Discover the people who help our clients design a life well spent.

Southeastern Trust board in a meeting

what others are saying

“I always tell clients that Southeastern Trust is easy to work with and a very approachable and responsive trust company.”
– Estate Planning Attorney
“We love that we know our clients are in great hands when we make a referral to Southeastern Trust. They are the perfect fit for our clients who may feel a little intimidated by traditional trust companies or trust departments at a bank.”
– Estate Planning Attorney
“Southeastern Trust’s most important selling point for me, based on direct experience, is its willingness to make tough decisions as a corporate trustee on behalf of trust beneficiaries rather than simply make decisions that avoid risk. This comes from appreciating their clients’ individual situations.”
– Co-Trustee
“I really enjoy working with Southeastern Trust and especially appreciate that they have the special needs expertise. Not many trust companies have that expertise.”
– Special Needs Parent

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