Contact Us

We believe in old-fashioned service. When you call us during business hours, you can always count on speaking with a person who will assist you immediately. If you should happen to call when our offices are closed, please leave a message and we’ll phone you back promptly the next business day.

We also believe in making house-calls. Although you are always welcome to visit our office, if you prefer to meet in the comfort of your own home, we’ll do the driving and come to you.

Charles K. Idelson
President and CEO

Chris Gair
EVP/Senior Trust Officer

Joseph E. Cleveland
SVP/Trust Officer

Chris Lawson
VP/Trust Officer

Andrew Sheppard
EVP/Senior Investment Officer

Terra McGaha
Team Assistant

Karen Meinen
AVP/Trust Investment Officer

Donna Rodriguez
AVP/Trust Officer

Patty Bremer
Director of Customer Relations

Tari Milazzo-Vagle
Team Assistant

Kevin Pfleger
SVP/Portfolio Manager

Erin Cleary
Operations-Marketing Asst.


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