Contact Us

Meet Our Team


President & Founder

Roland Caldwell | Founder
Kelly Caldwell | CEO, President | Caldwell Trust

R.G. "Kelly" Caldwell Jr.

CEO, President 
& Senior Trust Officer


Vice Presidents & Trust Officers

Scott T. Antritt | Trust Officer

Scott T. Antritt

Vice President
and Trust Officer

Alan Blair | CTFA, Trust Officer

Alan Blair

Vice President 
and Trust Officer

Tony Blasini | CPC, QPA

Tony Blasini, CPC, QPA, QKC, CPFA

Vice President and
Employee Benefits


Kimberly Evener

Assistant Vice President

and Trust Officer

Wendy L. Fishman | Senior Trust Officer

Wendy L. Fishman, CTFA

Executive Vice President 
and Senior Trust Officer

Reppard Gordon | Vice President

Reppard Gordon

Assistant Vice President
and Trust Officer 

Gina B. Jordan | CFP, CTFA

Gina B. Jordan, 

Senior Vice President and
Trust Officer

Sonya Kristie | Trust Officer

Sonya Kristie

Vice President 
and Trust Officer 

Nikki McCain
Jan Miller | Trust Officer

Jan Miller

Executive Vice President 
and Trust Officer

Leonard Nagel | Vice President, CTO

Leonard Nagel

Senior Vice President
and Chief Technology Officer


Gail Neujahr, CFA®

Vice President/Portfolio Manager

Sandra L. Pepper | Trust Officer

Sandra L. Pepper

Senior Vice President
and Trust Officer

Donna Scaglione | Trust Officer

Donna Scaglione

Trust Officer

H. Lee Thacker | Trust Officer

H. Lee Thacker, Jr., CFP

Senior Executive Vice President, Secretary and Trust Officer


Sheryl Vieira

Vice President of
Marketing and Communications

Caldwell Trust Comapny_Alisa Westberry

Alisa J. Westberry

Assistant Trust Officer