Al Hanser founded The Sanibel Captiva Trust Company in 2001. His 50+ years of experience in the investment and banking industries has helped to guide our firm’s vision and growth for the benefit of our clients, shareholders, employees and communities. Al has previously served as Chairman and CEO of Resource Bank and Trust Company in Minneapolis, Minnesota and was also Senior Executive at Dain Rausher, an investment banking firm (now RBC Wealth Management). He was Chairman, CEO, and board member of Merchant Bank as well as Chairman of Hanrow Financial Group, Ltd. Other business interests include his family’s ownership interest in the St. Louis Cardinals baseball team for over 50 years. Al is Chairman Emeritus of the Charitable Foundation of the Islands, member of LHS Planning Committee and Director of Lee Health Children’s Hospital. He is a former director of The Schoolhouse Theater, CROW, Sanibel-Captiva Kiwanis, Lee Health System Foundation, and past Chairman of both Cleveland Clinic Florida and University of Minnesota Hospital, as well as a number of other corporate, civic and philanthropic boards.
Terry Igo joined The Sanibel Captiva Trust Company at its inception in 2001 on Sanibel Island. He was instrumental in growing the initial client asset base, (now more than $4.2 billion), followed by a successful expansion into Naples and then to the Tampa Bay region in 2010, where he and his family have resided for more than a decade. Since assuming the CEO position in 2013, Terry has grown the Florida footprint to also include Belleair Bluffs and Tarpon Springs. In addition to directing company-wide operations, Terry serves as a member of the Asset Management Committee, the Risk Management Committee, Strategic Planning, and the Board of Directors.
He has served as advisor to many Florida non-profit organizations, assisting with capital and planned giving campaigns, and increasing awareness of philanthropic giving. Among his most recent were his positions on the Board of Trustees for the Straz Center for the Performing Arts and the Board of Directors of The Dysautonomia Project in Tampa Bay.
Breusch is responsible for the oversight of the company’s investment, fiduciary, client services and trust departments, assuring all procedures and systems are operating efficiently for the benefit of clients and employees. He collaborates at the executive level on strategic planning and preparation for continued and responsible corporate growth. While serving in his previous role of Chief Investment Officer, he managed a diverse team of investment managers and analysts companywide. He continues to manage a group of client portfolios and remains a member of the company’s Asset Management Committee. Breusch’s earlier career included a position at Private Capital Management in Naples where he served as a Relationship Manager and conducted investment research. He was also an Asset Strategist at Nationwide Financial where he evaluated, constructed, and monitored asset allocation programs, third party funds, and multi-managed products across the Nationwide Funds Group complex. Breusch obtained his Bachelor of Science degree in Finance from Florida Gulf Coast University, holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Naples. Ian serves as a member of the FGCU Foundation Finance Committee.
Jenna Fricke, CIA, CFIRS oversees and implements compliance standards for The Sanibel Captiva Trust Company and its divisions of The Naples Trust Company and The Tampa Bay Trust Company. Jenna’s compliance responsibilities include the monitoring of The Trust Company’s strength of internal controls and audits; adequacy of earnings, compliance with governing instruments, applicable laws, and sound fiduciary principles. Prior to joining The Trust Company, Jenna served on the Risk Consulting and Internal Audit team for several years at Crow LLP headquartered in Chicago, IL, a public accounting, consulting, and technology firm that can serve as a third-party auditor for financial firms. Her most recent position was as Senior Manager where she managed several teams to execute consulting engagements, and co-led firm-wide trust and wealth management initiatives. She is an experienced speaker in her industry, having presented at conferences for FIRMA (Fiduciary and Investment Risk Management Association), Crowe Financial Services, and Central Virginia Institute of Internal Auditors. She is a member of the Institute of Internal Auditors, Western Carolinas Chapter, and attended Ball State University, where she received a Bachelor of Science in Accountancy.
Kristian Jhamb is an experienced financial professional with more than 20 years of diverse domestic and international investment expertise, conducting deep fundamental research across sectors, cycles, asset classes, and geographies. He leads the firm’s Investment Committee that directs overall firm portfolio strategy and analysis. Prior to joining the firm, Kristian was a Portfolio Manager and Senior Strategist for Lone Star Capital, a macro fund based in Hong Kong. Prior to that role, he was a Senior Equity Analyst researching large capitalization US banks at Keefe, Bruyette & Woods in San Francisco and New York, and previously an Equity Research Analyst responsible for the Consumer and Media sectors at J.P. Morgan in Hong Kong and London. He began his career in Fixed Income research and proprietary trading at Bank of America in New York, on the High Yield desk. Kristian holds an MBA with concentrations in Finance, Accounting, and Economics from the University of Chicago’s Booth School, a Bachelor of Arts in Economics following his studies at Dartmouth College, and the Chartered Financial Analyst designation.
Peter J. Knize, J.D., LL.M., AEP® is executive vice president and Chief Fiduciary Officer for The Sanibel Captiva Trust Company and leads the Fiduciary Services team corporatewide. Peter is an Accredited Estate Planner with over two decades of experience who works closely with clients and their families to create customized wealth & estate planning, taxation, and inheritance strategies designed for their specific needs.
Prior to joining the firm, Peter served as Senior Vice President of Trust Services at a regional trust company where he worked with high-net-worth clients to deliver advanced estate planning and tax strategies. He is licensed to practice law in North Carolina and Florida where he focused on estate planning, trust and estate administration, guardianship, taxation, corporate law, business succession, real estate, and trust & probate litigation.
Knize obtained his Juris Doctorate from Nova Southeastern University, and a Master of Laws, Estate Planning, from the University of Miami. He is a member of the Lee County Bar Association (former director), as well as the Collier County Bar and the American Bar Associations, and Collier & Lee County Estate Planning Councils (past president). Peter teaches individual income taxation and fiduciary income taxation for the Florida Bankers Association’s Annual Trust & Wealth Management School.
Beth Weigel oversees all aspects of The Trust Company’s operating budget and applications, managing expense projections to support the firm’s stability and growth. She has more than 25 years of accounting experience and collaborates with compliance and independent financial audit teams on a regular basis. She is also an integral partner in the firm’s strategic planning effort. Prior to this role, she served as the Company’s Chief Operations Officer overseeing the client relations team and supporting the trust administration operation. Earlier in her career, Beth worked in public accounting as a senior staff accountant and earned her CPA. She worked as the controller of a privately-held, family owned business, managing all phases of accounting, tax reporting, and human resources. Beth earned her Bachelor of Science in Accounting from Clarkson University and completed her accreditation through the Florida Bankers Association Trust School. She serves on the Board of The Sanibel Community Association as Co-Treasurer and volunteers at the Sanibel School.
Billie Porter leads the Collier County team and oversees management of The Naples Trust Company. She continues to serve in her role as a senior trust officer, maintaining and monitoring the execution of trust and investment services on behalf of the client. She assists with financial planning and estate plan review while partnering with clients’ attorneys and CPAs. Previously, she was at FineMark National Bank & Trust, Estero, FL as Vice President and Trust Administrator. Earlier, she was Assistant Vice President, and Senior Trust Administrator at BMO Private Bank of Bonita Springs/Naples, FL.
Billie has served as Past President of the Lee County Estate Planning Council, SWFL Hispanic Chamber of Commerce, and the Bonita Springs Assistance Office Board of Directors. She is a Graduate of Leadership Bonita (SWFL) Class of 2013. She obtained her Bachelor of Arts in Economics and Spanish from Cornell College, Mount Vernon, IA, and her Masters of Science in Financial Planning from California Lutheran University. Billie is a graduate of the American Bankers Association’s National Graduate Trust School and a Graduate of the Florida Bankers Association’s Florida Graduate Trust School. She maintains her designations as a Certified Trust & Fiduciary Advisor (CTFA) and CERTIFIED FINANCIAL PLANNER®.
West McCann is immediate Past President of the Naples Trust Company, having led the Naples team and its growing business for seven years. As Naples Market Executive, he proudly represents the company throughout the Collier/Lee communities while continuing to manage client portfolios as a Senior Portfolio Manager. A resident of SW Florida for over 20 years, West joined The Trust Company from Northern Trust where he served in multiple progressive leadership positions over 17 years there – his last as Senior Managing Executive of Lee County, Florida, and earlier as Managing Executive of their Naples Fifth Avenue office. West has more than 40 years of wealth management and portfolio management experience, having established and built his career in investment management and team oversight at banking and investment institutions throughout the Southeastern U.S. He is a graduate of Georgia State University, where he earned a BBA in finance, and subsequently became a holder of the Chartered Financial Analyst designation. As a committed community supporter, West is a past Board Chair and current Board Member of New Horizons of Southwest Florida, Board Member of Hope Healthcare and Hope Hospice of Lee County.
Robyn Anderson serves as Manager of Client Services and Trust Operations for the Naples office. She and her team assist clients with an array of services including private wealth trust services, account openings, cash transfers and execute on estate administration and estate settlement issues. Robyn has more than 20 years of experience in the financial industry having demonstrated excellent care of our clients over her many years at The Trust Company and exceptional leadership skills among her team members. Prior to joining the Trust Company Anderson worked for several years in the trust department of Fifth Third Bank in Naples, FL. She completed her trust education training through the American Bankers Association (ABA) Trust School in Orlando, FL.
Iris Chapman has more than 20 years in the wealth management industry serving high-net-worth clients. She serves as their main point of contact and is responsible for monitoring the execution of trust and investment services on their behalf. As Senior Trust Officer, she also maintains communication between departments to ensure all team members are aligned with client goals. Prior to joining The Trust Company, Iris was at Coral Gables Trust in the Palm Beach Market as Senior Vice President, Relationship Manager, and Senior Vice President at Bank of America in the Estate Department. Throughout her career she has been a trusted advisor to her clients, providing financial planning evaluations, estate plan reviews, and partnering with clients’ attorneys and CPAs. Iris has served on the Standing Committee of Alzheimer’s Community Care of West Palm Beach and is also a member of the Palm Beach County Estate Planning Council. She obtained her Bachelor of Science from Davenport University, Kalamazoo, MI with a minor in accounting. Iris is a graduate of both the American Bankers Association’s National Graduate Trust School and the Florida Bankers Association’s Florida Graduate Trust School.
Mitch Dario is responsible for researching, analyzing, and monitoring investment assets for client portfolios, and advising clients on investment strategies that align with their financial goals and time horizons. Before relocating to Naples, FL to join the team, Mitch served as a Senior Research Analyst and Team Lead at Bridgewater Associates in Westport, CT. He performed investment research and analysis for large public pensions, sovereign wealth funds, and corporations on a broad range of topics, including portfolio construction and hedging, proprietary strategy design and positioning, and global market outlook. His New York-based career included serving as an analyst at SECOR Asset Management where he analyzed, valued and researched investments with over $20 billion in aggregate market value for SECOR’s hedge fund strategies and portfolio solutions businesses. He also served as a Senior Consultant in the Financial Services Office at EY advising large multi-national banks and investment managers on financial product valuation, risk management and performance improvement opportunities. Mitch obtained his Bachelor of Science degree in finance from Lehigh University, Bethlehem, PA and is a Chartered Financial Analyst Charter holder, as well as a member of New York Society of Securities Analysts.
Margaret “Maggie” McMorrow, J.D. is responsible for developing client relationships in both Collier and Lee Counties by assisting clients in identifying and prioritizing their wealth management needs. Prior to joining The Naples Trust Company, she served at Northern Trust in Bonita Springs for 14 years as senior vice president, senior trust advisor where she proactively assessed client needs, and development of their estate plans and wealth transfer goals. She also has her juris doctor and actively practiced law from 1998 to 2007 prior to transitioning to the trust industry. She is an active member of the Collier and Lee County Bar Associations and served on the board of directors of the Collier County Bar Association. She is a current board member and secretary of Interfaith Charities of South Lee, is a member of the Trust & Estates Section of the Collier County Bar Association, Estate Planning Council of Naples, Inc., and Estate Planning Council of Lee County. She is also past board president of the Collier County Bar Foundation and Collier County Women’s Bar Association. Maggie obtained her Bachelor of Science in psychology and her juris doctor from Nova Southeastern University, Shepard Broad Law Center, Fort Lauderdale, FL.
Jeff Muddell oversees the daily operations of the Sanibel office, working closely with clients and interacting with local nonprofit and city leaders about the role of The Trust Company within the community. A resident of Sanibel since 2017, he holds an MBA from the University of Florida’s Warrington School of Business and has earned his CERTIFIED FINANCIAL PLANNERP® certification. Before joining The Trust Company, he served as System Director of Gift Planning for the Lee Health Foundation in Fort Myers, where he led strategic planning and management of the fundraising initiative. Earlier Jeff spent 18 years in the Orlando area where he led fundraising efforts at Orlando Health Foundation, before serving as Vice President at Pace Center for Girls, and Senior Fundraising Consultant at Winkler Group. During his time in the nonprofit sector, Jeff developed an acute understanding of the unique needs of wealthy multi-generational families. Jeff earned his Bachelor’s degree in Communication from the University of Miami and began his professional career in broadcasting and journalism. He is a board member of several civic organizations on Sanibel, and is proud to be one of only a few thousand Americans to have completed all six of the World Major Marathons.
Megan Marquardt brings more than 20 years of experience serving trust and investment clients. Her responsibilities encompass understanding her clients’ financial and estate planning needs and collaborating with a dedicated team on how best to apply the company’s resources to reach their goals. Megan joined The Trust Company from Busey Wealth Management of Fort Myers, FL having served as a Senior Vice President and Private Wealth Advisor to high-net-worth families. She previously had a long tenure with FineMark National Bank & Trust in Southwest Florida, where she held several roles – the most recent as a Private Wealth Advisor. Originally from Cleveland, OH, Megan attended Indiana University where she earned a bachelor’s degree in finance, followed by the University of Miami, where she received her CERTIFIED FINANCIAL PLANNER® designation. She is also a graduate of the Florida Bankers Associates Graduate Trust School and obtained the Certified Trust & Fiduciary Advisor designation in 2020 through the Institute of Certified Bankers, a subsidiary of the American Bankers Association. She is affiliated with the Estate Planning Council of Lee County, serves as a United Way Allocation Committee Team Lead, is a Sheriff’s Youth Activity League board member, and a past treasurer and executive board member of the Guardian Ad Litem Foundation.
Craig Holston is one of The Trust Company’s most long-standing investment professionals, having joined the firm in 2005. Throughout his career Craig has served in a number of leadership positions as the company experienced significant growth and expansion. Most recently, he held the position of Chief Operating Officer applying his knowledge and understanding of the cohesive nature across investment management, fiduciary services, client service operations and compliance. Earlier, he served as Chief Investment Officer for three years. He has also chaired the Asset Management Committee, which oversees decisions made for each client portfolio, and chaired the Human Resources Committee, facilitating new hires. Craig joined The Trust Company as Senior Portfolio Manager following an extensive career on Wall Street as an institutional equities trader. He earned a Bachelor of Arts degree from Temple University and has attended New York University for continuing courses in Portfolio Management. Craig is currently the Secretary of the City of Sanibel Municipal Police Officers’ Retirement Trust Fund and was the former President of both The Sanibel School Fund and Sanibel Youth Soccer.
Ginny Cabai is a member of The Trust Company’s team of in-house attorneys. She administers trusts and estates for families and business owners, and builds relationships with successive generations, assisting them with future planning. Ginny is also fluent at guiding beneficiaries through the detailed process of estate settlement. Prior to joining the Trust Company, Ginny served for several years as Senior Vice President, Trust and Estate Administrator at FineMark National Bank & Trust in Naples, FL. She administered trusts and assisted clients in understanding their current estate plans, as well as provided guidance and recommendations for developing plans and achieving their wealth transfer goals. Earlier, she served as Vice President, Trust Officer at US Trust in Naples where she administered revocable trusts for grantor beneficiaries and irrevocable trusts for spouses and beneficiaries. Ginny obtained her Bachelor of Arts in Criminology and Law at University of Florida, Gainesville, FL, her Juris Doctor at Stetson University College of Law, St. Petersburg, FL and her LL.M. in Taxation at University of Miami Law School, Coral Gables, FL.
She is a member of the Florida Bar, Collier County Women’s Bar Association, Collier County Bar Association, and University of Florida Alumni Association. She is also the current Director and Scholarship Committee Chair of SWFL Gator Club. Ginny’s office is within The Trust Company’s Bell Tower location in Fort Myers.
Ed Ciskowski joined The Trust Company with more than 30 years of wealth management experience. Throughout the majority of his career, Ed has held leadership roles at the firms he’s served, while working in research and analysis, and portfolio management. Most recently from Wells Fargo Asset Management in Chicago, Illinois, he held the position of senior vice president, serving as a securities analyst and portfolio manager. Earlier he worked for a number of years at Keeley Asset Management Corp., also in Chicago. Ed is an experienced advisor having assisted a wide variety of clients. He obtained his master’s degree in accountancy from DePaul University, and his BBA from the University of Wisconsin, Milwaukee. He is also a Certified Public Accountant and a Certified Trust and Fiduciary Advisor.
John Costello assists clients with matters in estate and trust administration, estate planning, and family office services. He joined The Trust Company from Porter Wright Morris & Arthur, LLP of Naples, FL, where he practiced law in the areas of estate planning, estate and trust administration, and related litigation, and was recognized in 2020 by Naples Illustrated as a Top Lawyer in Trusts and Estates. John is a member of the Real Property, Probate & Trust Law Section of the Florida Bar where he was a Fellow from 2014 through 2016, and currently serves on the Guardianship, Power of Attorney and Advanced Directives Committee and the Asset Protection Committee. He is a graduate of Class VI of the Florida Fellows Institute of the American College of Trust and Estate Counsel (ACTEC), obtained his J.D. with Honors from Emory University School of Law, where he earned the Dean’s Award in Federal Wealth Transfer Taxation, and obtained his B.S. in Computer Science from Florida State University. John is a member of the Florida Bar and admitted to practice in the United States District Court for the Middle District of Florida.
Laura Frost oversees the client services and trust operations department companywide and is responsible for cash management and reporting of client accounts, as well as communication and collaboration with clients’ key external advisors. She has an extensive background in client service in relation to income taxation for estates, trusts and individuals and a sound knowledge of fiduciary law, estate taxes, wealth management, and wealth management planning, financial planning, and tax planning. Prior to joining The Trust Company, she served at Hughes Snell & Co PA in Fort Myers, FL serving as Tax Manager over her last eight years. She managed a robust department and collaborated directly with clients, attorneys, and trust officers to build and maintain client relationships, identify client issues, and develop sound solutions. Laura obtained her Bachelor of Science in accounting from University of South Florida, Tampa, FL and her Master of Science in accounting and taxation from Florida Gulf Coast University, Fort Myers, FL. She is a Certified Public Accountant in the state of Florida holding current memberships in the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of CPAs (FICPA).
Chris Morgan is a member of The Sanibel Captiva Trust Company’s portfolio management team and has more than a decade of financial industry experience. He is responsible for consulting with his clients and managing investment portfolios to meet their goals and objectives. Chris also has a specialty in philanthropy and helps guide high-net-worth families who may be charitably inclined. His prior roles include serving as Vice President and Senior Investment Officer at Members Trust Company, Tampa, FL, where he managed more than $1.4 billion of client portfolio assets, and Vice President and Senior Investment Strategist at First American Bank, Boca Raton, FL, managing the firm’s $500 million of Private Wealth Management assets. Chris holds a Chartered Financial Analyst (CFA) designation, a CERTIFIED FINANCIAL PLANNER® certification, and Chartered Advisor in Philanthropy (CAP) designation. He earned his Bachelor of Science in Business Administration and double-majored in finance and accounting at the University of Miami, Coral Gables, FL.
Rob Lisenbee is responsible for overseeing the Sanibel and Fort Myers Client Services and Trust Operations team’s daily activities surrounding clients’ trust and investment accounts, as well as provide necessary client documentation to their team of external professional advisors and any other account management tasks on a client’s behalf. Rob was previously with Bank of the Islands/Edison National Bank for more than 18 years, where he served as Vice President in consumer mortgage lending and has also held the position of Office Manager, overseeing and motivating a substantial team. Earlier, he was Vice President at Bank of America and managed the Policies, Procedures and Communications in National Banking Center Administration for 23 states. Rob obtained his AIB (American Institute of Banking) Certification at Florida SouthWestern State College in Fort Myers. He has served on several boards and committees of Sanibel’s nonprofit organizations over the years, some of which include C.R.O.W. (Clinic for the Rehabilitation of Wildlife), Sanibel Community Association, Sanibel School Fund – Treasurer, Bailey-Matthew’s National Shell Museum – Board of Trustees, and FISH (Friends in Service Here).
Ann serves as a main point of contact for clients and their relationship team, collaborating on their accounts, facilitating account and estate documents, distributions and more. Prior to joining the Trust Company, she was Senior Client Experience Manager for Key Private Bank focusing on ensuring her clients’ wealth management plans are carried through to meet their unique financial objectives, as well as grow and preserve their assets. For more than 10 years, Ann was Trust Officer, Private Wealth Advisor at FineMark National Bank & Trust, Fort Myers, FL. At the same time, she was serving as the Economic & Financial Analyst Consultant at The World Bank – using her extensive research skills on numerous projects to analyze the expected economic and financial returns on domestic and international endeavors. Ann graduated from Florida Gulf Coast University with a Bachelor of Science in Finance. She holds the Certified Trust and Financial Advisor (CTFA), CERTIFIED FINANCIAL PLANNER® and Chartered Financial Consultant® (ChFC®) designations, and Philanthropic Solutions in Financial Planning Certificate through the Financial Planning Association. She is a founding member of the Southwest Florida Women in Investment Management Committee.
Carolyn Rogers is responsible for developing client relationships in both Lee and Collier Counties. She assists clients in identifying and prioritizing their wealth management needs. Her career in fundraising development and communications within the nonprofit arena aligns with the Trust Company’s wealth management and estate planning specialties. Prior to joining The Trust Company, she served as Vice President of Development and Communications for the Southwest Florida Community Foundation Collaboratory in Fort Myers, where she worked closely with trusted professional advisors and donors. Prior to serving at the Foundation, Carolyn led SimplifyPR public relations firm and was instrumental in the longstanding success of the Southwest Florida Wine & Food Fest. She also guided fundraising growth at Canterbury School and the Children’s Hospital of Southwest Florida at Lee Health. Carolyn holds a Bachelor of Arts degree in Mass Communication, specializing in Public Relations from University of South Florida, Tampa, FL, and certifications in public relations and philanthropy.
Jason Chiklakis is responsible for managing individual and family client relationships, coordinating efforts with internal team members and external advisors to provide the most effective trust and investment services aligned with client goals. Prior to joining The Trust Company, Jason served as Associate Vice President, Trust Officer for several years at FineMark National Bank & Trust in Fort Myers, FL. He was responsible for demonstrating prudent fiduciary management, ensuring trust accounts are administered in accordance with estate documents and applicable laws, and developing and implementing comprehensive financial plans consistent with client objectives. Jason is a graduate of The Florida Trust and Wealth Management School and obtained his Bachelor of Science in Political Science from Florida State University, Tallahassee, FL.
Darrin Grotrian is a valued member of the Client Services and Trust Operations team serving our Lee County clients. Since joining the company in 2020, Darrin has escalated in his responsibilities of managing the daily activity applied to clients’ trust accounts, including cash management and account balancing, reporting, and collaborating with a client’s team of external professional advisors for their benefit. Grotrian obtained his Bachelor of Science in business management from Manchester College, Indiana. He currently serves as a member of the Sanibel Captiva Rotary Club and is a board member of the Clinic for the Rehabilitation of Wildlife. Grotrian served as Co-Treasurer on the Board of Directors of the Sanibel Community Association for seven years.
Karen Meinen serves as a primary point of contact for her clients by managing the daily business of account intake, administration and cash transfers, among other assignments. She joined The Trust Company after an established career at Busey Bank/Investors’ Security Trust Company of Fort Myers, FL where she held the position of Vice President, Fiduciary Advisor. She managed a $135 million book of business, serving as a personal relationship manager to wealth management clients, and assisting team members in clients’ investment reviews. While at Investors’ Security Trust, Karen held the position of Portfolio Manager/Investment Manager for 17 years. From 1993 to 2003, she built a career at SunTrust Bank, Central Florida and then Southwest Florida consisting of roles as General Accountant, Lead Reconciling Specialist and Personal Asset Management Representative. Karen is a graduate of the Cannon Trust School and holds the Certified Trust and Fiduciary Advisor (CTFA) and CERTIFIED FINANCIAL PLANNER® certifications. She is a member of the Financial Planning Association of Southwest Florida.
Jodi Schwartzel is a member of the investment management team, specifically serving the Sanibel and Fort Myers markets. Jodi meets with clients to identify their short and long-term investment goals and manages their portfolios to meet ongoing lifestyle needs and family aspirations.
Prior to joining The Trust Company, Jodi was a business development manager and financial advisor at Morgan Stanley in Naples, Florida for six years where she cultivated client relationships and provided guidance to investors. She also served as Morgan Stanley’s SWFL business development liaison on their diversity council. Earlier she was at UBS Financial Services in Fort Myers, Florida for seven years where she also served as a financial advisor to clients throughout southwest Florida. As a member of the wealth management team, she provided financial planning, insurance reviews, liability management and portfolio analysis. Jodi received her CFP curriculum certificate at Florida State University, Tallahassee, Florida. She obtained her bachelor’s in fine arts at Ringling School of Art & Design, Sarasota, Florida and minored in Art History & Photography. She has served on several boards including the Sanibel Captiva Zonta Foundation, the Sanibel Captiva Conservation Foundation, SWFL Catholic Community Foundation, and Sanibel Sea School. She also holds the rare designation of Lifetime Girl Scout.
Kendall Luthringer provides support to The Trust Company’s fiduciary team of attorneys and trust officers by coordinating with clients and monitoring account activities. She is a recent graduate from the University of Florida with a degree in Business Administration and minors in Wealth Management and Economics. She has a well-rounded understanding of financial concepts and business practices, which are applied daily to support and enhance the client relationship. Kendall is one of only four recipients of the nationwide Wealthspire Advisors CFP® Certification Diversity Scholarships based on excellence in academics and the embodiment of servitude, leadership and originality. She sat for the Securities Industry Exam (SIE) in November of 2023.
Sardor Nosirov provides broad-based support for the portfolio management team by preparing client meeting materials and updating investment policy statements (IPSs) and letters of retention (LORs). He is a recent graduate of Florida State University having obtained his Bachelor of Science in finance, mastering financial statement analysis, cost accounting, investments and financial modeling, and forecasting.
Michael Dreyer has more than 30 years of financial and estate planning experience working with individuals and business owners to help them meet their financial objectives. As President, he oversees business development, client services, community relations and is a member of the Family Office Services division. His expertise includes assisting clients in developing and implementing their estate plans, fulfilling their philanthropic goals in a tax efficient manner, and working with business owners on succession planning. Prior to joining The Tampa Bay Trust Company, Mike held an executive position with Florida Investment Advisors and the Bank of Tampa, and was a Senior Manager with PricewaterhouseCoopers in the personal financial services group. Mike is a CPA who is recognized as a personal financial specialist by the American Institute of CPAs. He earned his Masters in Business Administration degree at the University of South Florida and a Bachelors of Science degree at Florida State University.
Hood Craddock serves as Director of Family Office Services for The Trust Company, and relationship manager for many ultra-high net worth families. He specializes in serving clients with complex estates, alternative and special assets, and real estate investments including development. Prior to merging his firm with The Trust Company, Hood founded Craddock Family Office, Inc., a well-respected multi-family office based in Winter Haven, Florida, which specialized in formulating wealth strategies for high-net-worth clients. He has extensive experience in family education and governance and frequently counsels families on philanthropic giving, business succession and wealth transfer. Prior to founding Craddock Family Office, Hood served as president of a large agricultural and land development company in Polk County, Florida where he was responsible for operating results in the areas of investments, citrus, cattle and real estate. He began his public accounting career at KPMG Peat Marwick and served as partner in the tax department in Tampa and New York City. He is a graduate of the University of Alabama and is a member of the American Institute of CPAs and Florida Institute of CPAs.
Krista Hinrichs is an established Belleair resident and is responsible for managing trust services and coordinating introductions for residents in need of wealth management services with specialized Trust Company team members. Prior to joining The Trust Company, she was senior accountant at Boos Development Group of Clearwater where she served as coordinator on company land acquisitions and managed lease administration and compliance. Earlier, as a principal of Spencer International Advisors, Inc., of Clearwater, she was Series 65 licensed and responsible for building client relationships, conducting investment research and serving on the investment committee. Krista is committed to the Belleair community, having served on the Silver Coffee committee benefiting Children’s Home Society, is a member of Skip Cline Society of the Morton Plant Mease Foundation, a graduate of Leadership Pinellas and a sustaining member of the Junior League of Clearwater/Dunedin. She is also a graduate of the University of Tampa with a B.S. in marketing.
James McArthur is an established resident of Belleair, Florida dedicating his expertise to Tampa’s coastal area families and business owners. He has more than 30 years of experience in management consulting, family office counseling, restructuring, special situations, turnarounds, and commercial finance. He is the founder of Southern Capital Strategies, a Florida based consulting firm serving leaders of closely held firms, investors, lenders, and family offices. Southern Capital Strategies combined their business consulting and family office advisory services with The Tampa Bay Trust Company to meet the investment and trust administration needs of their clients, while adding another highly experienced family office services professional to The Tampa Bay Trust team. James’s engagements include executive roles in CRO, CFO, and CEO capacities. He is a past president of the Florida Chapter of Turnaround Management Association (TMA), current board member of the Association for Corporate Growth (ACG) and Commercial Finance Association (CFA), and he often participates in panel discussions on his areas of specialty. He is a graduate of Wofford College, Spartanburg, SC and assists area nonprofits by serving on their advisory boards.
Allison Constant meets regularly with Family Office clients and is a central point of contact for clients’ external advisors. In addition to an array of responsibilities, she prepares and maintains clients’ personal financial statements and reviews the accounting and financial reporting for all business entities, including cashflow analysis and estate tax calculations. She has an established career in the financial industry, having served as an estate planner for a regional family office, assisting clients in developing and implementing their estate plans. Earlier, she was the Controller of 26 subsidiary companies, managing tax reporting, human resources, and accounting. Allison graduated Magna Cum Laude from the University of South Florida where she earned her bachelor’s degree in accounting. She is a member of Beta Gamma Sigma and a dedicated volunteer at the Humane Society and SPCA.
Deborah Izzi is a member of the companywide investment management team and asset management committee. She is responsible for managing her clients’ portfolios to meet their financial needs and goals and analyze market behavior and assess it against their current asset allocation. She joined The Trust Company from Northern Trust in Tampa, having served as Vice President, Portfolio Advisor, where she built and managed multi-asset portfolios for high-net worth individuals across varying account types – particularly monitoring macroeconomics and capital markets. Prior to relocating to Florida, Debbie served as Financial Advisor at Zuk Financial Group, Napa, California, known for a similar high-touch culture to The Trust Company’s. Earlier, she served for 12 years at Columbia Threadneedle (formerly Liberty Financial Group) as Senior Vice President, Senior Equity Portfolio Manager where she co-led the International Equity Team overseeing $2 billion invested in institutional and mutual funds. Debbie is a CHARTERED FINANCIAL ANALYST (CFA) and holds a Series 7, 63 and SIE. She received her Master of Science in information systems at Golden Gate University, San Francisco, California and her Bachelor of Science in finance with an economics minor at University of Delaware, Newark, Delaware.
Louis Pappas is responsible for business development for Family Office Services in the Tarpon Springs market and surrounding communities. He is part of the trust and investment team singularly focused on providing holistic wealth management to multi-generational families. He also serves as vice-chairman of the board of directors for Advent Health North Pinellas Hospital Foundation. Louie is a graduate of Stetson University, Deland, Florida where he received his bachelor of science in business administration, majoring in family enterprise, complementing the firm’s primary focus of Family Office Services. Louie interned at UBS Financial Services over two consecutive years and is a fourth generation native of Tarpon Springs, Florida.
Amy Quail oversees the Tampa Bay, Belleair and Tarpon Springs markets, assisting clients with private wealth trust services, account openings, cash transfers and more. She has more than 30 years of experience in the financial and wealth management industry, demonstrating a successful history of providing exceptional client care and attention to detail. During the 15 years prior to joining the Trust Company, Amy had a career working with private wealth management clients at Goldman Sachs, Boston, MA and then Neuberger Berman LLC, Tampa, FL. Amy completed her trust education training at the Cannon Financial Institute.
Matt Rymer is responsible for researching and vetting technology platforms to support the expanding analytical needs of the Family Office Services effort in order to provide focused solutions to Family Office clients for years to come. Prior to joining The Trust Company, Matt was a quantitative analyst for several years in variable annuities asset liability management (ALM) at Brighthouse Financial (formerly MetLife), Tampa, FL. He also served as an auditor for the company for five years, leading the strategic planning initiatives for ALM and actuarial audits. Matt attended University of South Carolina where he obtained his Bachelor of Science degree in business administration with a major in accounting and minor in political science. He is a Certified Public Accountant and a Chartered Financial Analyst (CFA).
Logan Webb has more than 15 years of experience as a portfolio manager and investment analyst. He is dedicated to working with clients to tailor their investment strategies to their financial goals and estate planning needs. Logan served for several years at Bank of America Private Bank (U.S. Trust) as a senior portfolio manager in Texas managing both individual and institutional client accounts valued at more than 1 billion dollars. In his role as Designated Institutional Portfolio Manager, he was responsible for managing endowments, foundations, and other philanthropic relationships. Earlier, he was positioned at Merrill Lynch as a financial advisor and then as the Retirement Education Specialist – partnering with the Merrill Lynch Institutional Group to educate 401k and pension plan participants on retirement planning strategies. Logan holds the Chartered Financial Analyst and the CERTIFIED FINANCIAL PLANNER® designations. He is a graduate of Florida State University, Tallahassee, Florida with a Bachelor of Science in Economics and a double minor in Business and Communications.
Tiffany Windish will be responsible for serving as the key point of contact for clients and coordinating between investment management, trust administration and client service team members on the client’s behalf. She joined The Trust Company from Creative Planning, Inc., Tampa, FL – an independent wealth management firm where she served as Private Wealth Manager at the national level, working directly with high net worth prospects and clients by building a financial plan and coordinating their personalized team based on the client’s needs. Earlier she worked as an Investment Consultant for several years at TD Ameritrade, New York, NY, developing customized asset allocation strategy and investment solutions for clients. She obtained her Master’s in Business Administration from Tulane University, A.B. Freeman School of Business, New Orleans, LA, her Bachelor of Arts in Sociology from University of Florida, Gainesville, FL and her CERTIFIED FINANCIAL PLANNER® designation from Columbia University School of Professional Studies, New York, NY.
Connie McMullen is a member of the Belleair office team at The Tampa Bay Trust Company. She specializes in reinforcing and developing The Trust Company’s community presence as well as new client relationships. Connie has more than 40 years of experience in corporate development, investor relations, sales, and marketing. Her experience includes managerial roles in private equity, real estate, and healthcare. Connie is a lifelong member of the Belleair-Clearwater community serving various non-profit organizations in leadership roles. She is an accomplished amateur in the Florida Golf Association and has organized and promoted numerous charity golf events.
Kelly Ritrievi serves as liaison to all members of a client’s relationship team and assists clients with their investment management and estate planning evaluation and strategy. As a trust officer, she also serves as fiduciary in accordance with the terms of the governing instruments, local law, and sound fiduciary principles. Kelly spent more than 15 years as a senior-level fundraiser in higher education and the arts where she specialized in planned giving. Earlier, she held administrative and consultative positions in the healthcare industry. Kelly has a Bachelor of Science degree from Boston University and a Master of Science in healthcare administration from the University of North Carolina at Chapel Hill. She earned her juris doctor from the Stetson University College of Law.
Jennifer Satterfield has more than 20 years of professional accounting experience. In her client services and trust operations role, she meets with clients to review their personal financial statements, tax documents and billpaying needs. She is responsible for the daily bookkeeping of Family Office accounts, which includes bill paying and cash flow analysis, and providing clients with personal balance sheets. In her previous positions for local businesses, she served as the Controller, managing accounts receivable & payable, processed payroll, managed month and year-end close, and prepared monthly financials for multiple companies. She also managed general liability, auto and property policies and maintained employee records. Jennifer graduated with her bachelor’s degree in business management from University of Phoenix, Tampa, FL. She serves in a volunteer capacity with Metropolitan Ministries and Feeding Tampa Bay.
Miles Toth is a member of the investment management team that serves clients in the Tampa Bay Market. Prior to joining The Trust Company, Miles held multiple positions as an Investment Grade Bond Trader at Mitsubishi UFJ Financial Group, Mizuho Securities, and Cantor Fitzgerald, each in New York City. In those roles, he worked closely with team members to provide a high level of service to large institutional investors both domestically and internationally. He also conducted comprehensive market research and analysis to implement credit trading strategies. Before his role as a Credit Trader, Miles worked in compliance, responsible for managing systems and conducting reviews of various capital market functions. He obtained his Bachelor of Science in Business Administration with a concentration in Finance from Fordham University.
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