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.
» Click here to go back to our Wealth and Trust Management team page.
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 four miniature schnauzers. She enjoys photography, cooking, college basketball (Go Cats!) and fantasy football.
» Click here to learn more about the different types of estate services we offer.
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.
» Click here to read our investment philosophy.
Will Davis, Assistant Vice President and Relationship Officer for Private Wealth Services.
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.

» Click here to sign up for our investment e-newsletter.
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 there today with his wife and two sons. He enjoys skiing, white water rafting, hunting, traveling, and spending time with his family.

» Click here to read our latest quarterly newsletter.
Headshot of Connie Cool wearing a grey suit jacket and blue dress shirt.  Background brick wall.
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.
» Click here to learn more about our Wealth and Trust Management team.
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.
» Click here to view the latest economic update.
Ricka Ratliff, Relationship Administrator for Private Wealth Services in Pikeville.
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.
» Click here to read our latest investment articles written by our Investment team.
Space holder saying picture coming soon.
Chelsea Sutherland
Relationship Administrator


859.389.5300

Chelsea joined CTIC's Wealth and Trust Management family in May 2018. Prior to joining WTM, Chelsea worked in the retail banking industry and was an office manager at City National Bank. She attended Eastern Kentucky University in Richmond, KY. Chelsea is responsible for supporting Relationship Officers in our Private Wealth Services department as well as facilitating administrative duties on our client accounts.

 

Chelsea is originally from Lawrenceburg, KY and currently resides in Lexington, KY. She enjoys spending time with her family and friends, being outdoors, golfing, and animals.

» Click here to view our economic snapshot.
Headshot of Sandy Potts in brown sweater.  Brown brick wall in background.
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.
» Click here to learn more about the different types of trust services we offer.