Our People

Our trust administrators have an average of 25 years of experience in investment planning and fiduciary services. We help you invest for today – and your family’s tomorrow.

We are your partners. Everyone at Security Trust & Investments is committed to providing you with the highest quality fiduciary services.

• Phil Heffley, CFP^®

  President

• Albert Allen

  Trust Officer

• Brad Beets, AIF^®

  Senior Vice President, Trust Officer

• Shellie Billau

  Vice President, Trust Officer

• Nick Bracco

  Vice President, Trust Officer, Wealth Planning Executive

• Andrew Browne, CFP^®, CTFA

  Executive Vice President, Trust Officer

• Llana Caray

  Senior Vice President, Trust Officer

• Carrie DeMaria

  Vice President, Trust Officer

• Rick Ellis

  Senior Vice President, Trust Officer

• Karen Gibbin

  Trust Officer

• Patricia Grothoff

  Senior Vice President, Trust Officer

• Brenda High

  Assistant Vice President

• Carrie Holler, CTFA

  Trust Officer

• Richard Howenstine, II, CTFA

  Vice President, Trust Officer

• Allegra Kincaid

  Vice President, Trust Officer

• Heather Marshall, CTFA

  Vice President, Trust Officer

• Debbie Medley

  Senior Vice President, Trust Officer

• Tim Mesecher

  Senior Vice President, Trust Officer

• Chuck Mikkelsen

  Senior Vice President, Trust Officer

• James O’Sullivan

  Consultant

• Tammy Strutton

  Vice President, Trust Officer

• Matt Tolbert

  Vice President, Trust Officer

• Scott Webb

  Vice President, Trust Officer

• Walter Wieman

  Vice President, Trust Officer