Vice President, Team Lead & Senior Trust Officer

  • Tracey Stegemeier

    Tracey Stegemeier is a dedicated trust officer and team lead, serving high-net-worth individuals and 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 2018.

  • Sherry Dorsey

    Sherry Dorsey is a dedicated trust officer and team lead, serving high-net-worth individuals and 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 2012.

  • Ron Templeton

    Ron Templeton is a dedicated trust officer and team lead, serving high-net-worth individuals and 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 2012.

  • Rob Coppock

    Rob Coppock is a dedicated trust officer and team lead, serving high-net-worth individuals and 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 2015.

  • Andrew Rankin

    Andrew Rankin is a dedicated trust officer and team lead, serving high-net-worth individuals and 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 2016.

  • Sandra Martine

    Sandra Martine is a dedicated trust officer and team lead, serving high-net-worth individuals and 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 2015.