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  • 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.

  • Torrey Malekzadeh

    Torrey Malekzadeh 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 2025.

  • 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.

  • Lisa Ingram-Johnson

    Lisa Ingram-Johnson 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 2023.

  • Lauren Tindall

    Lauren Tindall 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 2023.

  • Kristen Jester

    Kristen Jester 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 2024.

  • Jeffrey Lutkins

    Jeff Lutkins 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 2023.

  • Eric Appenzeller

    Eric Appenzeller 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.

  • Brittany Filer

    Brittany Filer 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 2024.

  • Bill Holmes

    Bill Holmes 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.

  • Anna Coleman

    Anna Coleman 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 2023.

  • Andrew Shields

    Andrew Shields 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 2016.

  • Anamaria Anagnostou

    Anamaria Anagnostou 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 2018.

  • Amanda Joslin

    Amanda Joslin 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 2018.

  • Alexander Matthes

    Alexander 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.

  • Lauren Turner

    Lauren Turner oversees the day-to-day coordination of the office and supports the advisors’ administrative needs to deliver best-in-class client support. She joined the company in 2025.

  • Roshni Rao

    Roshni Rao oversees the day-to-day coordination of the office and supports the advisors’ administrative needs to deliver best-in-class client support. She joined the company in 2025.

  • Ashley Williamson

    Ashley Williamson is the AVP, Integrated Communications Manager at WSFS Bank. She has nearly a decade of experience in external communication. With a background in journalism, she is an Emmy-winning strategic storyteller. She holds a Bachelor of Arts in Multimedia Journalism and a Bachelor of Science in Sociology from Virginia Tech.

  • Caroline C. Lee

    Caroline Lee leads research initiatives that inform the firm’s asset allocation strategy. She analyzes macroeconomic trends, market conditions and investment opportunities to provide insight that guide portfolio construction and risk management. Caroline joined the company in 2025.