Our Team

Clay G. Hixson

President and CEO

David A. Greene, JD, CPA/PFS

Chief Fiduciary Officer, Corporate Counsel, and Secretary

Linda Lowe, ChSNC®

Business Development Officer & Legacy Planner

Virginia Groover, CPA

Operations Manager, Trust Officer

Dale White

Trust Administrator

Peyton Moore

Trust Administrator

Tommy Greer, CPA


Jeff Blackburn, CPA, PFS


MeLissa Crockett

Director of Human Resources

Jon Phillippe

Director of Information Technology

Kristen Bare

Director of Marketing

Ryan Chupa

Director of Finance