Our Team
David Warren, JD
Co-Founder & Chairman
Ashley Blake, JD
President & General Counsel
Danielle Keeton
Senior Vice President & Senior Trust Officer
Douglas Mikkonen, CTFA, CFA
Senior Vice President & Senior Trust Officer
Thomas Hart, JD
Vice President & Senior Trust Officer
Nicole Tupman, JD
Deputy General Counsel
Carrie Kern
Controller
Lauren Wolf, SHRM-SCP
Human Resources Director
Vicki Likness, CTFA
Trust Officer Mentor
Michael Roggow
Senior Trust Officer - ILIT & PPLI Services Lead
Uriel “Ozzy” Martinez
Senior Trust Officer
Kaycee Bernards
Senior Trust Officer
Jamie Fitzke
Trust Officer
Kelly Bunde
Trust Officer
Jamin Arend
Trust Officer
RyLee Fischer
Trust Officer
Audrey Fraasch
Trust Officer
Emma Greiner
Lead Trust Administrator & Projects Coordinator
Jenna Schumacher, CAFP
Audit, Compliance & Host Company Officer
Maxwel Howard
Lead Fiduciary Accounting Officer
Alexis Wald
Associate Fiduciary Accounting Officer
Eduardo “Ed” Cintron
Trust Administrator
Tiffany Hansen
Executive Operations Officer
