Team

Bart headshot

Bart Rolen

Chief Executive Officer

Teresa headshot

Teresa Whitton,
CFP®, CTFA

President

Robert headshot

Robert W. Fell, III,
J.D.

Managing Director

Britt headshot

Britt Messer,
CFA, CFP®, CTFA

Chief Investment Officer

Nicholas headshot

Nicholas van der Meer,
CFA

Portfolio Manager

Drew headshot

Drew Echternach

Investment Analyst

Gail headshot

Gail Daivs,
CTFA

Trust Administrator

Wendy headshot

Wendy Barnett

Trust Administrator

Joy headshot

Joy White

Trust Associate

Debbie headshot

Debbie Frank,
CSOP

Director of Operations

Linda headshot

Linda Richardson,
CFIRS

Compliance Officer

Brittany headshot

Brittany Schaeffer

Operations Officer

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Chattanooga

1 Union Square, Suite 600
Chattanooga, TN 37402

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