Team

Our staff is comprised of internationally recognized fiduciary and trust experts that Federal and State courts regularly rely upon related to expert testimony, trust construction, administration, and fiduciary matters.
Executive Team
Glen Armand
Chief Executive Officer, Chief Compliance Officer
Ned Armand
President
Rachel McCrocklin
Chief Client Officer
Joe Sharpe
Chief Operating Officer
Clay Miller
Chief Technology Consultant
Robert M, Ph.D.
Managing Principal, Director of Compliance