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Private Wealth Services Team

Meet our Private Wealth Services Team:


Jason Lee

Jason L. Lee, J.D., CPA

Senior Vice President
Private Wealth Services Manager
859.389.5300

Jason joined CTIC's Wealth and Trust Management family in 2019 as Senior Vice President and Private Wealth Services Manager. In his role, Jason is responsible for managing the Private Wealth Services team, as well as administering key client relationships. With more than fifteen years of experience, Jason has held positions as a Chief Financial Officer, Estate Planning and Tax Attorney, and a Trust Specialist.

Jason graduated from California State University with a Bachelor's of Science degree in Accounting. He proceeded to earn his Juris Doctor degree from the University of Kentucky College of Law. In addition, he is a Certified Public Accountant.

Jason grew up in Roseville, CA and currently resides in Lexington, KY. In his spare time, he enjoys golfing, cycling and skiing.

Click here to read our Investment Philosophy.


Robert Stadelman

Robert B. Stadelman, CTFA

Senior Vice President
Director of Fiduciary Services
859.389.5300

Bob began his career with CTIC's Wealth and Trust Management team in 2005 and became Senior Vice President in 2011. In 2019, Bob expanded his role and was appointed to Director of Fiduciary Services. Bob has worked in administration of personal trusts, IRAs and estates since 1981. Prior to joining WTM, 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 for the Central Kentucky Youth Orchestras.

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Gerrie Clark

Gerrie Clark, CTFA

Vice President
Senior Wealth Advisor
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., Pikeville Community Foundation, Pikeville Rotary Club, The Roop Family Foundation, and The Appalachian Center for the Arts. 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, 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.

Click here to learn more about the different types of estate services we offer.


Trigg Mitchell

H. Trigg Mitchell, J.D., AAMS®

Vice President
Senior Wealth Advisor
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 persified 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

Will G. Davis, CFP®, AIF®

Assistant Vice President
Wealth Advisor / Business Development Officer
859.389.5300

Will joined CTIC's Wealth and Trust Management family in 2017. He is responsible for initiating new relationships in the South Central region as well as serving clients as a Wealth Advisor. 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 Bluegrass Estate Planning Council.

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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Greg Dempsey

Greg Dempsey

Assistant Vice President
Wealth Advisor
606.437.3292

Greg joined CTIC's Wealth and Trust Management family in 2019 as Assistant Vice President and Wealth Advisor. Prior to joining WTM, Greg was a Business Development Officer for People's Insurance Agency. He has more than 17 years of experience in the industry.

Greg graduated from the University of Pikeville with a Bachelor's of Business Administration degree in management. He is also licensed in life and health insurance.

As President of the Pikeville Rotary Club and a member of the Pikeville United Methodist Church, Greg is active in our community.

Greg grew up in Columbus, OH and Lenore, WV. He currently resides in Harold, KY with his family. In his spare time, Greg enjoys traveling, fishing, golfing, woodworking, landscaping, and watching his son's sporting events.

Click here to meet our investment team.


Chad Maynard

Chad Maynard

Assistant Vice President
Client Service Supervisor
606.437.3292

Chad joined CTIC's Wealth and Trust Management family in 2012. He has a wide range of experience in business administration, process improvement, and finance. His responsibilities include supporting Wealth Advisors in our Private Wealth Services department as well as training and managing the department's Client Service Administrators.

Chad 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.

Chad grew up in Pikeville, KY and still resides there today. In his spare time, Chad enjoys reading and spending time with his friends and family.

Click here to read our Investment Philosophy.


Nicole Record

Nicole Record

Assistant Vice President
Wealth Advisor
859.389.5300

Nicole joined CTIC's Wealth and Trust Management family in 2019. In her role, she is responsible for overseeing client relationships, administering trusts and assisting with legacy planning. Prior to joining WTM, Nicole was the President of New Markets Tax Credits at Community Ventures. She has also held positions as a Senior Portfolio Analyst and a Senior Accountant.

Nicole graduated from Georgetown College with a Bachelor's of Science degree. She also earned her Masters of Accountancy from the University of Louisville.

Nicole grew up in Danville, KY and currently resides in Lancaster, KY. In her spare time, she enjoys traveling, being outdoors, and spending time with friends and family.

Click here to meet our investment team.


Sabrina Lequire

Sabrina Lequire

Wealth Advisor
606.437.3292

Sabrina joined CTIC's Wealth and Trust Management family in August 2020. In her role, she is responsible for maintaining relationships with clients, administering trusts and assisting with legacy planning. Prior to joining WTM, Sabrina worked for Community Trust Bank as a Loan Officer and an Internal Auditor. She was also a retail business owner for several years.

Sabrina graduated from Sullivan University with a Bachelor's degree in business management and administration. She has also obtained Master's degrees from both Sullivan University and Morehead State University. In addition, Sabrina has completed rigorous financial programs from the Kentucky Banker's Association and the Southern Trust School.

Sabrina grew up in Banner, KY and currently lives there today. In her spare time, she enjoys traveling, cooking, being outdoors, and spending time with her family.

Click here to read our Investment Philosophy.


Taylor_Linville

Taylor Linville

Assistant Vice President
Wealth Advisor
859.389.5300

Taylor joined CTIC's Wealth and Trust Management family in 2016. In 2017, she was promoted to Portfolio Manager and in 2019, she was promoted to Assistant Vice President. In 2021 Taylor joined the Private Wealth Services team. In her role, she is responsible for maintaining relationships with clients, administering trusts and assisting with legacy planning.

Taylor graduated from Western Kentucky University in Bowling Green, KY with a Bachelor's of Science degree in finance and a minor in economics. Prior to joining WTM, she worked as a Financial Advisor for Quinn Financial Partners in Nashville, TN.

Taylor is originally from Lexington, KY and currently resides in Winchester, KY. In her free time, she enjoys traveling, boating, hiking, and visiting National Parks.

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Morgan Arnold

Morgan Arnold

Client Service Administrator
859.389.5300

Morgan joined CTIC's Wealth and Trust Management family in August 2020. As a Client Service Administrator, she is responsible for supporting Wealth Advisors in our Private Wealth Services department, facilitating administrative duties on our client accounts, and providing a high level of customer service to our clients.

Prior to joining WTM, Morgan worked in the retail banking industry as a Financial Service Representative and a Mortgage Loan Processor. She attended Bluegrass Community & Technical College in Lawrenceburg, KY.

Morgan is originally from Lawrenceburg, KY and currently resides there today. In her spare time, she enjoys traveling, shopping, being outdoors and spending time with her family and friends.

Click here to learn more about the different types of estate services we offer.



Sandy Potts

Sandy Potts

Client Service Administrator
859.389.5300

Sandy joined CTIC's Wealth and Trust Management family in 2004. She is responsible for supporting multiple Wealth Advisors 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.


Ricka Ratliff

Ricka Ratliff

Client Service 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 Wealth Advisors 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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We Value Our Client Relationships

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