Trust built on care
We focus on building long-lasting relationships and our trust and estate services aim to instill trust and confidence in our clients across Texas and beyond.
Founded
Decades of fiduciary excellence
Trust & Wealth Management was built on a simple principle: your financial security matters more than anything else. We’ve spent years perfecting the craft of wealth stewardship, learning what it takes to protect legacies and build futures.
Leadership
The people behind the trust
Meet the professionals who guide your wealth with integrity, experience, and thoughtful care.
Jeffrey Schultz, CFA®, CTFA®
Executive Vice President / Chief Investment Officer & Managing Director
Randy Martin, JD
Executive Vice President / Director of Fiduciary Services
Kara Blanco, JD
Senior Vice President / Chief Fiduciary Officer
Curt Knobloch, CFA®, MBA
Senior Vice President / Portfolio Manager
Kelly Smith, CTFA®
Senior Vice President / Wichita Falls Market Lead
Beth Owens, JD, LLM
Senior Vice President / Houston Market Lead
Chris Klemme, JD
Senior Vice President / Dallas-Fort Worth Market Lead
Michael Boyle, CTFA®, CFIRS®
Senior Vice President / Director of Fiduciary Operations & Compliance
Heather Smith, PMP®
Vice President of Business Management
Results
Proven strength across decades of service
We measure our success by the security and growth we deliver to our clients. These numbers reflect our commitment to excellence and the trust placed in us year after year.
$3.2B
Assets under management
Wealth carefully stewarded across diverse portfolios and strategies
38
States with active relationships
Built on fiduciary principles since day one
20+
Years of average trust experience
Proven track record of managing trusts and providing wealth protection
