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Leadership Team
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Leadership Team
Conley Brooks Jr.
Executive Chairman
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John Hinck
President and Chief Executive Officer
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Rufus Winton
Senior Vice President and Chief Investment Officer
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Julie Wong, CPA
Senior Vice President and Chief Financial Officer
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Dana Sanders
Senior Vice President and General Counsel
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Sheila Sornsen
Vice President and Human Resources Manager
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Jessica Beavers
Senior Vice President and Trust Officer
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Client Team
Colin Brooks
Vice President and Trust Officer
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David Drew
Vice President and Trust Officer
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Carl Petterson
Vice President and Trust & Compliance Officer
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Heather White
Vice President and Trust Officer
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Melissa Haaland
Trust Officer
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Tax Support
Doug Lange, CPA
Tax Director
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Alyssa Cramer, CPA
Tax Director
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Kirby Schulberg, CPA, CFP
Senior Tax Preparer
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Becky Smith, CPA
Senior Tax Preparer
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Mallory Shellum, CPA
Senior Tax Preparer
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Lizzie Schut
Tax Coordinator
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Client Support
Brenda Maldonado
Administrative Assistant
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Laura Ingebrigtsen
Paralegal
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Sara Landgraff
Client Services Coordinator
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Jason Massingill, CFA
Senior Investment Analyst and Assistant Vice President
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Quinton Stein
Financial Analyst
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Rob Palmer
Information Systems Technician
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Rob Parish
Vice President
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Nicole Winchell-Colby, CPA
Assistant Controller
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Liz Kaliska
Administrative Assistant
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Victoria Rowe
Administrative Assistant
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Anastasia Mokey
Financial Accountant
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Diego Borgert
Investment Analyst
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Katie Mitchell
Administrative Assistant
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