Our Team

Executive Leadership

Trust Committee

Client Services

David A. Greene, JD/CPA

Manager, Secretary, Senior Trust Officer

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Paul Hoilman, CFP®

VP of Operations

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James Motte, CPA, CFP®

Trust Officer

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Linda Lowe, ChSNC

Senior Trust Advisor

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Virginia Groover, CPA

Fiduciary Accountant

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Rachel Lyons, Paralegal

Account Manager

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Dee Ann Lechner

Administrative Assistant

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Ray “Skip” Adams, CLU, ChFC

North Carolina Regional VP

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Tommy Greer, CPA

President

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Jeff Blackburn, CPA, PFS

Senior VP

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Melissa Steagall-Jones, CPA, CICA

Senior VP

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Mike Eddy, CPA

Senior VP

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Linda Voller

Senior VP

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