Decades of Experience

We are not a large, impersonal brokerage firm or bank. We are an experienced team of local financial professionals, portfolio managers and fiduciaries on a first name basis with our clients. Our team combines decades of experience in financial services with some of the most respected institutions to provide you with the expertise and sound financial advice you deserve.

Thomas Herrington

Thomas Herrington, CFA, CPWA^®

President & CEO, Director of Investment Services

therrington@investmenttrust.com

John Benson

John Benson

Founder, Senior Portfolio Manager

Connor Clark

Connor Clark, CFA, CFP®

Senior Portfolio Manager

Cynthia Payseur

Cynthia Payseur, J.D.

Senior Vice President & Director of Fiduciary Services

Laurey Pennie

Laurey Pennie

Vice President of Operations, Administration and Compliance

Michael Miller

Michael Miller, CFP^®

Relationship Manager

Deborah Reeves

Deborah Reeves, CTFA^®

Relationship Manager

Steven Post

Steven Post, CFP^®

Senior Vice President and Director of Portfolio Management

Jake Mueller

Jake Mueller, CFP^®

Relationship Manager

Andrew Wheelan

Andrew Wheelan

Senior Client Service Advisor

Tiffany Assaf

Tiffany Assaf

Senior Client Service Advisor

Gina Montouri

Gina Montouri

Client Service Associate and Office Manager

Judi McMillin

Judi McMillin

Operations Manager

Diana Roland

Diana Roland

Operations Manager

Our Expertise Helps You Align Your Wealth  
with the LIFE and LEGACY you desire.

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