Your Trusted Advisors

A team that shares your values makes all the difference.

We believe our greatest asset is our people. That’s because each member of our team is genuinely invested in our clients’ success. In fact, many of them have been with our company since the beginning. With a long list of impressive credentials ranging from Certified Financial Planners and Chartered Financial Analysts to attorneys and CPAs, our dedicated staff has vast experience with managing investments and trusts for both institutions and individuals.

Our outstanding team’s extensive experience in investments, trust management and charitable giving matches any of the nation’s largest firms.

As servant leaders, many also have a long history of service at NCTC.

  • Combined, our team has an unprecedented 257 years of experience
  • Half have 30 years of service or more
  • One-third have been with us since our early years

Their impressive credentials include:

  • Certified Trust and Financial Advisor® (CTFA)
  • Certified Financial Planner® (CFP)
  • Chartered Financial Analyst® (CFA)
  • Certified Public Accountant
  • Attorney
  • Tax professional

Our people and the lasting relationships they build are our greatest assets.

Unlike large brokerages or financial advisory firms, our approach is high-touch and genuine. Our team’s reputation for providing expert, personalized advice with integrity is the reason for the longevity of our relationships with clients like you. Guided by the faith and values of the Presbyterian Church, our work is truly our ministry. We invite you to get to know us at the links below.

CEO image

A message from our President & CEO, Greg Rousos

I’m proud to be part of this of team of exceptionally talented people who each have a real passion to serve. This makes them an absolute joy to work with, and I’m sure you will agree. Contact any of us at the links below for all your investment, financial planning and trust needs. And please feel free to call or email me if I can ever be of service.

Meet Greg

Client Relationship Team

Bradley J. Masters

Vice President, Business Development & Financial Advisor

800.858.6127 ext #5910

David English

Assistant Vice President, Financial & Investment Planning Professional

800.858.6127 ext #5922

Jim Hitson

Assistant Vice President, Financial and Investment Planning Professional

833.536.2044

Compliance Team

Angela S. Duffy

Chief Compliance Officer

800.858.6127 ext #5857

Donna Johnson

Compliance Analyst

502-569-5948

Investments Team

James Carey

Director of Investment & Portfolio Management Services

800.858.6127 ext #5981

Anita Clemons

Vice President, Managing Director of Investments

800.858.6127 ext #5912

Shahrukh Khan

Investment Analyst

502-569-8562

Bryan Dickerson Jr.

Financial Planning & Investment Associate

502-569-5931

Trust Services Team

Kim Pryor

Vice President and Director of Trust Relationship Services

800.858.6127

Shonita Bossier

Vice President, Operations

800.858.6127 ext #5985

Carla Dobson

Vice President & Director of Philanthropic Services

800.858.6127 ext #5918

Hannah Green

Assistant Trust Officer

800.858.6127 ext #5798

Regina Kimbrough

Trust Relationship Officer

800.858.6127 ext #5919

Stephen D. Smith

Business Analyst

800.858.6127 ext #5939

Ashley Smalley-Ray

Assistant Vice President, Trust Officer

800.858.6127 ext #5911

Lee Mitchum

Trust Associate

800.858.6127 ext. #8589

Katie Dossett

Trust Associate

502-569-5924