PROVIDING TRUST AND PLANNING SERVICES THE WAY WE WOULD WANT
FOR US AND OUR FAMILIES

Personal, caring, and professional services result in security for your family, preservation of your family's legacy, and peace of mind for you.
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Our Services

Trust Services

Living Trusts
Trusts under Wills
Charitable Trusts
Life Insurance Trusts
Asset Protection Trusts
Directed Trusts
Dynasty Trusts

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Special Needs Planning

Life Care Planning
Special Needs Estate Planning
Special Needs Consulting
Special Needs Trusts

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Estate Administration

Executorship Services
Intestate Estate Administration
Support for Individual Executors

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High Net Worth Families

Tax Efficiencies
Trustee Services
Dynasty Trusts
Asset Protection
Philanthropic Planning
Family Legacy Preservation

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Family Office Services

Integrating Estate/Succession Planning & Trust Services
Tax Planning & Compliance
Investments & Risk Management
Family Legacy Preservation

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What Clients & Their Advisors Are Saying

"Everyone I’m doing estate planning with I’m encouraging them to name Covenant in their documents. I’ve named Covenant in my own personal documents. I have a son who’s responsible and capable, but why would you want to burden busy people who have their own lives with this responsibility?"
Financial Advisor & Future Client
"From my perspective the work David and his team have done was invaluable—essential actually—in putting this estate in the positive position it is now in."
Estate's Attorney
"We have a great partnership with First Covenant.”
Financial Advisor
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Meet Your Guides

Our team includes CPAs, lawyers, Trust Operations Professionals, insurance professionals, and Chartered Special Needs Consultants. Together we have over a century of experience and expertise in navigating the landscape surrounding estate planning, wills and trusts.

Clay G. Hixson

President and Chief Executive Officer

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David A. Greene, JD/CPA

Manager and Chief Fiduciary Officer

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Jeff Blackburn, CPA, PFS

Manager

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Tommy Greer, CPA

Treasurer

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Paul Hoilman

Partner

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Dee Ann Lechner, CFIRS®,ATOP

Compliance Manager

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Peyton Russell

Trust Administrator

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Candace N. Smith

Senior Development Associate

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Brianna H. Snyder

Trust Administrator

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Dale White

Trust Administrator

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Logan Ladue

Trust Administrator

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MeLissa Crockett

Director of Human Resources

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Jon Phillippe

Director of Information Technology

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Kristen Jones

Director of Marketing