Officers
LCNB TRUST officers
Officers You Can Trust
At LCNB, you'll have three experienced Trust Officers from our team dedicated to your account. Each member of our team provides unmatched personal service by taking time to understand your needs and objectives to develop a plan tailored to meet your goals for the future. We're ready to help you achieve financial peace of mind and make your life's work go even further.
Click an LCNB TRUST Officer to Learn More
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- LCNB Executive Committee
- OSBA Certified Specialist in Estate Planning, Trust and Probate Law
- Certified Financial Planner
- Former partner with Graydon Head & Ritchey LLP
- Vice-Chair of FOCAS Ministries/Lord's Gym Board of Trustees
- Member of CET Planned Giving Committee
- Past President of ProSeniors Inc., Board of Trustees and past President of Cancer Family Care, Board of Trustees.
- University of Dayton School of Law, JD
Bowling Green State University, BS
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- Combined portfolio management and security trading experience
- LCNB Executive Committee
- Otterbein Homes, Finance Committee
- Chartered Financial Analyst® designation since 2012
- Clemson University, BS
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- Trust and Estate administration experience, previously an Estate and Trust Attorney
- Ohio State Bar Association; Cincinnati Bar Association
- Rockdale Temple, Board of Trustees, President
- Jewish Cemeteries of Greater Cincinnati, Board of Trustees, President
- Cedar Village Retirement Community, Board of Trustees
- Indiana University School of Law, JD; University of Cincinnati, BA, Phi Beta Kappa and Cum Laude honors
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- Over 20 years of experience in Banking, Estate Planning, Administration and Family Law
- Miami University, BA
- Georgetown University Law Center, JD
- Certified Trust and Financial Advisor™ designation
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- Trust Tax and Trust Administration experience
- Phi Mu Fraternity, Investment Advisory Committee
- Phi Mu Fraternity, University of Cincinnati, Financial Advisor
- Dayton Bar Association, Wills for Heroes, pro bono attorney
- CERTIFIED FINANCIAL PLANNER™ designation since 2008
- University of Dayton School of Law, JD; Pennsylvania State University, BS
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- Trust and Estate Planning and administration experience
- University of Dayton, Planned Giving Advisory Board
- Dayton Children's Hospital, Planned Giving Advisory Board
- Dayton Performing Arts Alliance, Planned Giving Advisory Board
- Kettering Children's Choir, Chair, Board of Trustees
- Chase College of Law, JD; Vanderbilt University, BA
- U. S. Navy Veteran
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- Oversees investment portfolios, and provides research pertaining to global macro investment trends, security fulfillment, and asset allocation
- Graduated from Wright State University in 2005 with a degree in Finance
- Combined experience in wealth management experience, securities trading, mutual fund management, financial planning, and portfolio management
- Obtained CIMA® designation in 2016
- Board member of the Therapeutic Riding Institute and Monroe Sports Association
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- Portfolio management experience and banking experience
- Mary Haven Youth Center, Advisory Board Officer, Treasurer
- ABA National Trust School, Graduate
- Xavier University, MBA; Miami University, Oxford, Ohio, Graduate
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- Trust Operations experience and banking experience
- American Institute of Banking, Principles of Banking, Graduate
- Midwest Trust School, Graduate
- OBL/Universal Pensions, IRA Seminar, Graduate
- Cannon Securities Operations I and II, Graduate
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- Trust experience and banking experience
- Accutech University, Accredited Trust Operations Professional, Graduate
- American Institute of Banking, Principles of Banking, Graduate
- Ohio Bankers League, Trust Fundamentals Seminar, Graduate
- Ohio Bankers League, IRA Seminar, Graduate
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- Banking, finance, and wealth management experience
- National Conference for Community and Justice of Greater Dayton (NCCJ), Board of Directors
- Society for Improvement of Conditions of Stray Animals (SICSA), volunteer
- Park University, BS
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- Provide a variety of services including tax and estate planning, risk management, objective financial review, trusteeship, lifestyle management, coordination of professionals, investment options and foundation management. In addition, known to offer high touch personal services such as managing household staff, business professionals, negotiating pricing for personal purchases, scheduling travel arrangements and confirming personal appointments.
- Graduated from University of Dayton School of Business and University of Dayton School of Law.
- Extremely active professionally in the community and significant involvement with charities.
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- Trust and Estate planning, trust administration, and trust compliance experience
- University of Toledo College of Law, JD
- Miami University, BA
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- Graduated from Ohio State University with a BS in Psychology and a BA in Criminology in 2012
- Graduated recently from Wright State University with a MBA with a focus in Finance
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- Consumer and Small Business Lending experience
- Project Management and Client Engagement experience
- Graduated from The Ohio State University
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- 27 years of combined banking and paralegal experience
- National Association of Legal Assistants (NALA) Advanced Certified Paralegal & Ohio State Bar Association (OSBA) Certified Paralegal
- University of Cincinnati, Legal Assisting Program A.A.S.
- Notary Public
- Medallion Signature Guarantee Certification
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- 12 years of combined banking and trust administration experience
- Graduated from Northern Kentucky University with a BS in Business Administration in 2018
- Pursuing MBA from Northern Kentucky University with a focus in Finance
- Medallion Signature Guarantee Certification
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