Private Wealth Services Team Bios

Headshot of Robert Stadelman in a dark grey suit.  Building in background with golden yellow trees.
Robert B. Stadelman, CTFA
Senior Vice President


859.389.5300
Bob began his career with CTIC's Wealth and Trust Management team in 2005 and became Senior Vice President in 2011. Bob has worked in administration of personal trusts, IRAs and estates since 1981.  Prior to joining CTIC, Bob was Vice President, Wealth Management Consultant for U.S. Bank. He has also worked for The Agency, Inc., Republic New York Trust Company of Florida, Republic National Bank of New York, and Manufacturers Hanover Trust Company.
Bob graduated from the University of Kentucky and is a Certified Trust and Financial Advisor (CTFA).
Bob is active in the community and currently serves as a Director and Treasurer Chairman for the Central Kentucky Youth Orchestra.
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Headshot of Gerrie Clark in a black suit.  Building in background with golden yellow trees.
Gerrie Clark, CTFA
Vice President


606.437.3292
Gerrie began her career with CTIC's Wealth and Trust Management family in 2011. She has worked in administration of personal trusts, IRAs and estates since 1983. Prior to joining WTM, Gerrie was an Assistant Vice President at BB&T in Pikeville, KY for 21 years. She also worked with the Bank of Mingo in Naugatuck, WV for 7 years. In 1983, Gerrie graduated from Southern West Virginia Community College with an A.S. in business accounting. In 1990, she earned her A.S. in general business with an emphasis in banking and finance and in 2003, she graduated from the College for Financial Planning with the designation of Financial Paraplanner Qualified Professional (FPQP). Gerrie also earned her Certified Trust and Financial Advisor (CTFA) designation in 2013.
Gerrie is very active in the community and is a Board Member of the Appalachian Society for Prevention of Cruelty to Animals, Coats For Kids Foundation, Inc., and the Jenny Wiley Theatre. She is the past President of the Pikeville Rotary Club and a former Board Member of the Pike County Chamber of Commerce. Gerrie volunteers her time to support the Coats for Kids Foundation, Jenny Wiley Theatre, Pikeville Rotary Club, and Appalachian SPCA.
Gerrie grew up in Kermit, WV and has lived in Pikeville, KY since 2004. She is married and has three miniature schnauzers. She enjoys photography, cooking, college basketball (Go Cats!) and fantasy football.
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Erin Fulkerson Hall, J.D.
Vice President


859.389.5300
Erin joined CTIC's Wealth and Trust Management family in 2016 as Vice President of Private Wealth Services. Prior to joining WTM, Erin was Vice President and Senior Fiduciary Advisor at PNC Wealth Management. Prior to PNC, Erin was an attorney with Kinkead & Stilz, PLLC. Erin holds a bachelor's degree in accounting from Western Kentucky University and a juris doctor from the University of Kentucky College of Law.
Erin is currently a board member for the Bluegrass Estate Planning Council. She is also a member of the Kentucky Bar Association, Fayette County Bar Association, the FCBA Young Lawyers Division, and the FCBA Women Lawyers' Association. Erin is active in the community as a Coach for Southwest Pony Baseball Teams, a volunteer at Greenhouse17, and a supporter of LLS Team-In-Training.
Erin grew up in Lexington, KY and still resides there today with her husband and two children. She enjoys spending time with her family, tennis, and running.
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H. Trigg Mitchell, Vice President of Private Wealth Services.
H. Trigg Mitchell, J.D., AAMS®
Vice President


859.389.5300
Trigg joined CTIC's Wealth and Trust Management family in 2017 as Vice President of Private Wealth Services. Prior to joining WTM, Trigg was a practicing attorney with an emphasis in estate planning and corporate transaction and more recently, a financial advisor at a diversified financial services firm.

Trigg earned his Bachelor’s of Science degree in Accounting from the University of Kentucky, his Juris Doctor from the Salmon P. Chase College of Law in Highland Heights, KY and his Master of Laws in Taxation from the University of Denver in Denver, CO. He is currently a Board Member for Appalachian Regional Healthcare Foundation for Healthier Communities.

Trigg grew up in Hazard, KY and currently resides in Lexington, KY. He enjoys spending time with his two daughters and goldendoodle, golfing, UK sports, and Keeneland.
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Headshot of Erin Serrate in a grey suit jacket.  Faint in the background is a grey brick wall.
Erin Serrate, CTFA
Vice President


859.389.5300
Erin joined CTIC's Wealth and Trust Management family in 2012 as an Assistant Vice President, Trust Relationship Officer and was promoted to Vice President in 2014. Prior to joining WTM, Erin counseled clients at American Express, U.S. Bancorp Investments and Insurance, and BB&T as a Private Financial Services Advisor. She graduated from Wake Forest University with a bachelor's degree in business.
Erin is currently a board member of the Lexington Public Library Foundation, a member of the Bluegrass Estate Planning Council, and a member of Bourbon Women. She also enjoys volunteering with the nonprofit organizations Refuge for Women and Natalie's Sisters.
Erin grew up in Lexington, KY and still resides there today with her husband and three sons. Erin enjoys running, traveling, college football and basketball, and spending time with her family and friends.
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Headshot of Will Davis, Assistant Vice President.
Will G. Davis
CFP®, AIF®
Assistant Vice President
Relationship Officer

859.389.5300

Will joined CTIC's Wealth and Trust Management family in 2017. Will earned a Bachelor’s of Business Administration degree in accounting and a Master’s degree from Morehead State University in Morehead, KY. He is a licensed CERTIFIED FINANCIAL PLANNER™, Qualified Plan Financial Consultant, and an Accredited Investment Fiduciary®.


Will is actively involved with Junior Achievement and is a member of the Financial Planning Association and the National Association of Plan Advisors.


Will grew up in Harrodsburg, KY and currently resides in Danville, KY with his wife and daughter. In his free time, he enjoys spending time with his family, playing golf, and watching the Kentucky Wildcats.

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Selina Shepherd, CTFA
Assistant Vice President
Relationship Officer

859.389.5300

Selina joined CTIC's Wealth and Trust Management family in March 2018. She has been in the banking industry since 1992. Prior to joining WTM, Selina was Assistant Vice President of Trust Services and Wealth Management Operations at Kentucky Bank. She also held an Assistant Vice President position at Whitaker Bank.

 

Selina graduated from Letcher County Technical Center with a degree in accounting. In addition, she has completed the trust administration program at Cannon Financial Institute. Selina is a Certified Trust and Financial Advisor (CTFA) and a member of the Bluegrass Estate Planning Council.

 

Selina is originally from Whitesburg, KY and currently resides in Lexington. She enjoys spending time with her family and friends, outdoor activities, music, and college basketball and football.

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Jason L. Ayers, Relationship Officer for Private Wealth Services.
Jason L. Ayers
Relationship Officer


859.389.5300

Jason joined CTIC's Wealth and Trust Management family in December 2017. He has been in the finance and sales industry since 2008. Prior to joining WTM, Jason held positions such as Financial Advisor, Securities Auditor, Loan Officer and Territory Sales Manager. Jason previously served the Financial Industry Regulatory Authority (FINRA) as a continuing education resource for broker dealers. He was also a member of the North American Securities Administrators Association (NASAA).


Jason graduated from Georgetown College with a degree in business administration. He proceeded to earn his MBA from Indiana Wesleyan University. He is currently a member of the Georgetown/Scott County Chamber of Commerce, the National Fragile X Foundation, and the Bluegrass Estate Planning Council.


Jason grew up in Georgetown, KY and currently resides in Sadieville, KY with his wife and two sons. He enjoys skiing, white water rafting, hunting, traveling, and spending time with his family.

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Connie Cool, CTFA
Relationship Officer


606.437.3292
Connie joined CTIC's Wealth and Trust Management family in 2007. Prior to joining WTM, Connie began her banking career at Community Trust Bank where she worked for 20 years in various departments. Connie also worked in the real estate industry for five years where she earned her Real Estate Broker’s license. She received her B.B.A. degree from the University of Pikeville, completed The Southeastern Trust School program at Campbell University, and in 2016, received her Certified Trust and Financial Advisor (CTFA) designation. Connie has also completed the Southeast Kentucky Chamber of Commerce Leadership program.
Connie grew up in Pikeville, KY and resides there today with her husband. She enjoys cooking, sewing and reading. Connie is a member and secretary of the Coal Run Church of Christ.
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Headshot of Cassie Basler in a black suit and black flower necklace.  Tan brick wall in background.
Cassie Basler
Relationship Administrator


859.389.5300
Cassie joined CTIC's Wealth and Trust Management family in 2015. Prior to joining WTM, Cassie worked as a teller at various banks including Community Trust Bank. She attended the College of DuPage in Glen Ellyn, Illinois and is currently pursuing her finance degree in Lexington. Cassie is responsible for supporting Relationship Officers in our Private Wealth Services department as well as facilitating administrative duties on our client accounts.
Cassie is originally from Lombard, Illinois and moved to Lexington, KY in 2014. She enjoys cooking, reading, spending time with her family and friends, and participating in Lexington's Sport and Social League.
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Headshot of employee Traci Coleman in a black suit jacket and blue turtleneck top with green trees.
Traci Coleman
Relationship Administrator


859.389.5300
Traci joined CTIC's Wealth and Trust Management family in 2015. Prior to joining WTM, Traci worked in the government and community services sector for over ten years. Traci earned her undergraduate degree from Eastern Kentucky University in 2001 and graduate degree from Lindsey Wilson College in 2009. She is responsible for supporting Relationship Officers in our Private Wealth Services department as well as facilitating administrative duties on our client accounts.
Traci grew up in Eastern Kentucky and has lived in Lexington, KY since 2004. She enjoys reading, cooking, participating in community fundraising events, and supporting local vendors.
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Headshot of Chad Maynard in a grey pin stripe suit.  Faint in the background is a grey brick wall.
Chad Maynard
Relationship Administrator


606.437.3292
Chad joined CTIC's Wealth and Trust Management family in 2012. He graduated from Big Sandy Community & Technical College with an Associate’s Degree in business administration and real estate. In 2013, Chad completed The Southeastern Trust School program at Campbell University and in 2017, he graduated from the Southeast Kentucky Chamber of Commerce's Patton Leadership Institute. He has wide-ranging experience in business administration, process improvement, and finance. His responsibilities include supporting Relationship Officers in our Private Wealth Services department as well as managing administrative duties for client accounts.
Chad grew up in Pikeville, KY and still resides there today. He works closely with many charities including American Cancer Society's Pike County Relay for Life.
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Headshot of Ricka Ratliff in brown cardigan in park with rocks, water and green trees in background.
Ricka Ratliff
Relationship Administrator


606.437.3292
Ricka joined CTIC's Wealth and Trust Management family in 2016. Prior to joining WTM, Ricka worked as a Deputy Clerk at the Pike County Clerk’s Office. She graduated from the University of Pikeville with a degree in business administration. Ricka is responsible for supporting Relationship Officers in our Private Wealth Services department as well as facilitating administrative duties on our client accounts.
Ricka grew up in Pikeville, KY and still resides there today. She enjoys spending time with her family, reading, shopping, and watching soccer.
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Sandy Potts
Relationship Administrator


859.389.5300
Sandy joined CTIC's Wealth and Trust Management family in 2004. She is responsible for supporting multiple Relationship Officers and facilitating administrative accounts for our Wealth and Trust Management team. Sandy completed The Southeastern Trust School program at Campbell University and has also completed several courses with the American Bankers Association.
Sandy grew up in Eastern Kentucky and currently resides in Lexington, KY with her son.
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