Assistant Vice President & Trust Officer

  • Will Petrison

    Will Petrison is a dedicated trust officer and fiduciary, serving high-net-worth individuals and their families. Providing sophisticated fiduciary oversight and complex trust administration, all while delivering discretion, regulatory rigor, and strategic collaboration to preserve multigenerational wealth and execute legacy objectives.  He joined the firm in 2022.

  • Stefani Bultena

    Stefani Bultena is a dedicated trust officer and fiduciary, serving high-net-worth individuals and their families. Providing sophisticated fiduciary oversight and complex trust administration, all while delivering discretion, regulatory rigor, and strategic collaboration to preserve multigenerational wealth and execute legacy objectives. She joined the firm in 2020.

  • Matthew Drake

    Matt Drake is a dedicated trust officer and fiduciary, serving high-net-worth individuals and their families. Providing sophisticated fiduciary oversight and complex trust administration, all while delivering discretion, regulatory rigor, and strategic collaboration to preserve multigenerational wealth and execute legacy objectives. He joined the firm in 2020.

  • Alex Matthes

    Alex Matthes is a dedicated trust officer and fiduciary, serving high-net-worth individuals and their families. Providing sophisticated fiduciary oversight and complex trust administration, all while delivering discretion, regulatory rigor, and strategic collaboration to preserve multigenerational wealth and execute legacy objectives. He joined the firm in 2022.