Private Wealth Services Team
Meet our Private Wealth Services Team:
- Jason L. Lee - Senior Vice President, Director of Private Wealth Services
- Robert B. Stadelman - Senior Vice President, Director of Fiduciary Services
- Gerrie Clark - Vice President, Senior Wealth Advisor
- H. Trigg Mitchell - Vice President, Senior Wealth Advisor
- Will G. Davis - Vice President, Wealth Advisor / Business Development Officer
- Taylor Curtis - Vice President, Senior Wealth Advisor
- Chad Maynard - Vice President, Client Service Supervisor
- Nicole Record - Assistant Vice President, Wealth Advisor
- Sabrina Lequire - Assistant Vice President, Wealth Advisor
- Tim Little - Assistant Vice President, Wealth Advisor
- Will Blythe - Junior Wealth Advisor
- Trevor Smith - Junior Wealth Advisor
- Carly Barrett - Client Service Administrator
- Ricka Ratliff - Client Service Administrator
- Andrea Johnson - Client Service Administrator
- Kinlee Kellione - Client Service Administrator
- Makayla Raisor - Client Service Administrator
leeja@ctbi.com
Jason joined CTIC's Wealth and Trust Management family in 2019 as Senior Vice President and Director of Private Wealth Services. In his role, Jason is responsible for directing the Private Wealth Services team, as well as administering key client relationships. With more than fifteen years of experience, Jason has held positions as a Chief Financial Officer, Estate Planning and Tax Attorney, and a Trust Specialist.
Jason graduated from California State University with a Bachelor's of Science degree in Accounting. He proceeded to earn his Juris Doctor degree from the University of Kentucky College of Law. In addition, he is a Certified Public Accountant.
Jason grew up in Roseville, CA and currently resides in Lexington, KY. In his spare time, he enjoys golfing, cycling and skiing.
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stadelro@ctbi.com
Bob began his career with CTIC's Wealth and Trust Management team in 2005 and became Senior Vice President in 2011. In 2019, Bob expanded his role and was appointed to Director of Fiduciary Services. Bob has worked in administration of personal trusts, IRAs and estates since 1981. Prior to joining WTM, Bob was Vice President, Wealth Management Consultant for U.S. Bank. He has also worked for The Agency, Inc., Republic New York Trust Company of Florida, Republic National Bank of New York, and Manufacturers Hanover Trust Company.
Bob graduated from the University of Kentucky and is a Certified Trust and Fiduciary Advisor (CTFA).
Bob is active in the community and currently serves as a Director for the Central Kentucky Youth Orchestras.
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clarkge@ctbi.com
Gerrie began her career with CTIC's Wealth and Trust Management family in 2011. She has worked in administration of personal trusts, IRAs and estates since 1983. Prior to joining WTM, Gerrie was an Assistant Vice President at BB&T in Pikeville, KY for 21 years. She also worked with the Bank of Mingo in Naugatuck, WV for 7 years. In 1983, Gerrie graduated from Southern West Virginia Community College with an A.S. in business accounting. In 1990, she earned her A.S. in general business with an emphasis in banking and finance and in 2003, she graduated from the College for Financial Planning with the designation of Financial Paraplanner Qualified Professional (FPQP). Gerrie also earned her Certified Trust and Fiduciary Advisor (CTFA) designation in 2013.
Gerrie is very active in the community and is a Board Member of the Appalachian Society for Prevention of Cruelty to Animals, Coats For Kids Foundation, Inc., Pikeville Community Foundation, Pikeville Rotary Club, The Roop Family Foundation, and The Appalachian Center for the Arts. She is the past President of the Pikeville Rotary Club and a former Board Member of the Pike County Chamber of Commerce. Gerrie volunteers her time to support the Coats for Kids Foundation, Pikeville Rotary Club, and Appalachian SPCA.
Gerrie grew up in Kermit, WV and has lived in Pikeville, KY since 2004. She is married and has three miniature schnauzers. She enjoys photography, cooking, college basketball (Go Cats!) and fantasy football.
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mitchehu@ctbi.com
Trigg joined CTIC's Wealth and Trust Management family in 2017 as Vice President of Private Wealth Services. Prior to joining WTM, Trigg was a practicing attorney with an emphasis in estate planning and corporate transaction and more recently, a financial advisor at a personal financial services firm.
Trigg earned his Bachelor's of Science degree in Accounting from the University of Kentucky, his Juris Doctor from the Salmon P. Chase College of Law in Highland Heights, KY and his Master of Laws in Taxation from the University of Denver in Denver, CO. He is currently a Board Member for Appalachian Regional Healthcare Foundation for Healthier Communities.
Trigg grew up in Hazard, KY and currently resides in Lexington, KY. He enjoys spending time with his two daughters and goldendoodle, golfing, UK sports, and Keeneland.
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daviswi@ctbi.com
Will joined CTIC's Wealth and Trust Management family in 2017. He is responsible for initiating new relationships in the South Central region as well as serving clients as a Wealth Advisor. Will earned a Bachelor's of Business Administration degree in accounting and a Master's degree from Morehead State University in Morehead, KY. He is a licensed CERTIFIED FINANCIAL PLANNER™, Qualified Plan Financial Consultant, and an Accredited Investment Fiduciary®.
Will is actively involved with Junior Achievement and is a member of the Financial Planning Association and the Bluegrass Estate Planning Council.
Will grew up in Harrodsburg, KY and currently resides in Danville, KY with his wife and daughter. In his free time, he enjoys spending time with his family, playing golf, and watching the Kentucky Wildcats.
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curtista@ctbi.com
Taylor joined CTIC's Wealth and Trust Management family in 2016. In 2017, she was promoted to Portfolio Manager and in 2019, she was promoted to Assistant Vice President. In 2021 Taylor joined the Private Wealth Services team. In her role, she is responsible for maintaining relationships with clients, administering trusts and assisting with legacy planning.
Taylor graduated from Western Kentucky University in Bowling Green, KY with a Bachelor's of Science degree in finance and a minor in economics. Prior to joining WTM, she worked as a Financial Advisor for Quinn Financial Partners in Nashville, TN.
Taylor is originally from Lexington, KY and currently resides in Winchester, KY. In her free time, she enjoys traveling, boating, hiking, and visiting National Parks.
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maynarti@ctbi.com
Chad joined CTIC's Wealth and Trust Management family in 2012 with a diverse background in business administration, process improvement, and finance. In 2024, he was promoted to Vice President, Client Service Supervisor, where he supports Wealth Advisors in the Private Wealth Services department and oversees the training and management of Client Service Administrators.
Chad holds an Associate's degree in business administration and real estate from Big Sandy Community & Technical College. He furthered his education by completing The Southeastern Trust School program at Campbell University in 2013 and graduating from the Southeast Kentucky Chamber of Commerce’s Patton Leadership Institute in 2017.
A native of Pikeville, KY, Chad continues to reside there, enjoying reading and spending time with friends and family in his spare time.
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recordni@ctbi.com
Nicole joined CTIC's Wealth and Trust Management family in 2019. In her role, she is responsible for overseeing client relationships, administering trusts and assisting with legacy planning. Prior to joining WTM, Nicole was the President of New Markets Tax Credits at Community Ventures. She has also held positions as a Senior Portfolio Analyst and a Senior Accountant.
Nicole graduated from Georgetown College with a Bachelor's of Science degree. She also earned her Masters of Accountancy from the University of Louisville.
Nicole grew up in Danville, KY and currently resides there today. In her spare time, she enjoys traveling, being outdoors, and spending time with friends and family.
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lequirsa@ctbi.com
Sabrina joined CTIC's Wealth and Trust Management family in August 2020. In her role, she is responsible for maintaining relationships with clients, administering trusts and assisting with legacy planning. Prior to joining WTM, Sabrina worked for Community Trust Bank as a Loan Officer and an Internal Auditor. She was also a retail business owner for several years.
Sabrina graduated from Sullivan University with a Bachelor's degree in business management and administration. She has also obtained Master's degrees from both Sullivan University and Morehead State University. In addition, Sabrina has completed rigorous financial programs from the Kentucky Banker's Association and the Southern Trust School.
Sabrina grew up in Banner, KY and currently lives there today. In her spare time, she enjoys traveling, cooking, being outdoors, and spending time with her family.
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littleti@ctbi.com
Tim joined CTIC’s Wealth & Trust Management family in 2022 as an Assistant Vice President, Wealth Advisor. His responsibilities include maintaining relationships with clients, administering trusts and assisting with legacy planning. Prior to joining WTM, Tim worked for BB&T/Truist for 17 years where he began his career as a Bank Teller and obtained increased responsibilities throughout the years to become a Market Leader.
Tim graduated from the University of Kentucky with a Bachelor’s of Business Administration with a concentration in Finance.
Tim grew up in Virgie, KY where he remains living today. In his spare time, he enjoys spending time with his wife and children, watching/playing sports, and listening to music.
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blythewi@ctbi.com
William (Will) Blythe joined CTIC’s Wealth & Trust Management family in 2024 as a Junior Wealth Advisor. His responsibilities include providing quality service to assigned accounts and maintaining ongoing relationships with clients, beneficiaries and related professionals connected with those accounts. He’s also responsible for assisting Wealth Advisors with account management including financial planning.
Will graduated from the University of Kentucky with a Bachelor’s of Business Administration with a concentration in Finance. He grew up in Louisville, KY and now resides in Lexington, KY. In his spare time, he enjoys watching UK football and basketball, visiting Keeneland to watch the horse races, playing golf and spending time with his family and friends.
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smithtr@ctbi.com
Trevor Smith joined CTIC’s Wealth & Trust Management (WTM) family in 2024 as a Junior Wealth Advisor. He’s responsible for providing quality service to assigned accounts and maintaining ongoing relationships with clients, beneficiaries and related professionals connected with those accounts. He also assists Wealth Advisors with account management and financial planning. Prior to joining WTM, Trevor worked as a private real estate investor.
Trevor holds a Bachelor’s of Business Administration degree in Management as well as a Master’s of Science degree in Finance from the University of Kentucky (UK). He also earned a Certificate of Financial Planning while attending UK.
Trevor grew up in London, KY and currently resides in Pikeville, KY. In his spare time, he enjoys spending time on the lake, fishing, gaming, trivia and watching movies.
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Ricka Ratliff
Client Service Administrator
606.437.3292
ratlifri@ctbi.com
Ricka joined CTIC's Wealth & Trust Management family in 2016. Prior to joining WTM, Ricka worked as a deputy clerk at the Pike County Clerk's office. She graduated from the University of Pikeville with a degree in Business Administration. Ricka is responsible for supporting wealth advisors in our Private Wealth Services department as well as facilitating administrative duties on our client accounts.
Ricka grew up in Pikeville, KY and still resides there today. She enjoys spending time with her family, reading, shopping, and watching soccer.
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Andrea Johnson
Client Service Administrator
606.437.3292
johnsoab@ctbi.com
Andrea joined the CTIC family in 2020 as a Client Service Administrator. Prior to joining CTIC, Andrea worked as a certified pharmacy technician at Harold Clinic Pharmacy. As a Client Service Administrator, she is responsible for meeting and working closely with customers regarding matters of account or asset administration, reviewing transactions and fees in account for accuracy and assist operations in order to ensure proper information and documentation needed in order to process all client requests and account set-up.
Andrea graduated from Big Sandy Community and Technical College with an Associates in Business Administration and Management along with an Associates in Applied Science.
Andrea grew up in McDowell, KY and still resides there today. In her spare time she enjoys listening to true crime podcasts, reading and riding ATVs.
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Kinlee Kellione
Client Service Administrator
859.389.5300
kellioau@ctbi.com
Kinlee Kellione joined the CTIC family in 2022 as an Administrative Assistant and was promoted to a Client Service Administrator in 2023. As a Client Service Administrator, Kinlee is responsible for supporting wealth advisors in our Private Wealth Services department as well as facilitating administrative duties on our client accounts.
Prior to joining CTIC, Kinlee was head chef at Ashford Acres Inn in Cynthiana, KY. She graduated Magna Cum Laude from Sullivan University where she was awarded the President’s Award.
Kinlee grew up in Cynthiana, KY and currently resides in Georgetown, KY. In her spare time she enjoys spending time with family and friends, boating, traveling and assisting with coaching the local high schools girls soccer team.
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Makayla Raisor
Client Service Administrator
859.389.5300
ransdema@ctbi.com
Makayla joined CTIC’s Wealth and Trust Management (WTM) team in 2024 as a Client Services Administrator. She is responsible for supporting the wealth advisors in our Private Wealth Services department as well as facilitating administrative duties on our client accounts.
Prior to joining CTIC, Makayla worked at Community Trust Bancorp as a bank teller and eventually transitioned to a Commercial Loan Officers Assistant.
Makayla is currently pursuing an Associates in Business Administration from Campbellsville University. She grew up in and still resides in Harrodsburg, KY. In her spare time she enjoys spending time with her family, exercising, and watching UK sports with her husband.
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