Members Trust Company Strengthens Team for National Expansion
Members Trust Company has recently embarked on a significant journey to enhance its operations by welcoming six experienced professionals into its growing family. Known for its dedication to trust and wealth management, the company is ramping up its efforts to provide superb client service while solidifying its presence across the nation.
Key New Hires Bring Diverse Expertise
The firm has appointed several individuals who will play critical roles in expanding the company's reach. Jessica Aycock steps in as the Senior Fiduciary Officer, leveraging her extensive fiduciary knowledge to guide clients effectively. Based in the Pacific Northwest, she will be instrumental in delivering tailored fiduciary solutions. Alongside her, Lavon Wright III, based in Las Vegas, and Jordan Grabowski, hailing from Pittsburgh, will serve as Trust Officers, offering their insights and experiences to elevate the firm's service offerings.
A Heartfelt Commitment to Client Success
Kendalynn Mowery and Chris Halverson join the firm as Wealth Management Consultants, both based in Las Vegas and Sioux Falls respectively. Their focus will center on nurturing relationships with financial advisors, legal professionals, and CPAs, facilitating comprehensive trust strategies designed to meet individual client needs. These collaborations are essential for creating a robust support system for clients navigating their financial journeys.
Leadership Perspectives on Growth
Ken Lako, the CEO of Members Trust Company, expressed enthusiasm about the new additions, stating, "These professionals reflect the caliber of talent we are committed to bringing on board as we continue to scale our business. Each one brings unique experience and a shared dedication to client success." The firm believes these new hires will empower its mission of offering exceptional fiduciary and investment solutions nationwide.
Recognition and Achievements of Members Trust Company
This growth comes at a time when Members Trust Company is receiving national acclaim. It has been honored as one of "America's Most Advisor-Friendly Trust Companies" by Wealth Advisor Magazine, adding to the firm's reputation for excellent customer service. Additionally, it has achieved finalist status for "Diversity in Wealth Management" at the Family Wealth Report Awards, demonstrating a commitment to fostering an inclusive workplace.
Strategic Vision for the Future
As Chief Growth Officer Jason P. Liu noted, this expansion aligns with the company's long-term vision of forming deeper partnerships with financial advisors and institutions to address the evolving needs of clients. "This expansion supports our long-term vision of partnering more closely with financial advisors and institutions to meet evolving client needs. These new team members bring regional diversity and expertise that enhance our ability to deliver tailored, high-touch service," Liu emphasized.
About Members Trust Company
Members Trust Company operates diligently to provide trust and investment services on a national scale. Chartered by the Office of the Comptroller of the Currency and established by credit unions, the company exemplifies fiduciary excellence, personalized service, and collaborative planning. It strives to support families and advisors alike in achieving their financial aspirations.
Contact Information for Further Inquiries
For additional information, interested parties can reach out to Neil Archibald at 813-386-8707 for direct inquiries about the firm’s services and future engagements.
Frequently Asked Questions
What is Members Trust Company?
Members Trust Company is a nationally chartered trust and wealth management firm offering fiduciary and investment services throughout the U.S.
Who are the new hires at Members Trust Company?
The new team members include Jessica Aycock, Lavon Wright III, Jordan Grabowski, Kendalynn Mowery, Chris Halverson, and Miko Clark, each bringing varied expertise.
What is the company's mission?
The mission of Members Trust Company is to provide comprehensive trust and investment services tailored to the needs of families and advisors nationwide.
How does Members Trust Company recognize its accomplishments?
The firm has garnered national accolades such as being named one of "America's Most Advisor-Friendly Trust Companies" and was recognized for diversity in wealth management.
Who should be contacted for more information?
For inquiries, Neil Archibald can be contacted at 813-386-8707 to discuss services and opportunities at Members Trust Company.
