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Meet the Trust Team

Wealth Management Trust Services

Susan Ahlers Leman, JD Photo

Susan Ahlers Leman, JD
Senior Trust Officer (515) 955-0606 │ (515) 835-1419

Jessica Davie, CTFA Photo

Jessica Davie, CTFA
Trust Administrator (515) 955-0603

Carla R.M. Hughes, JD, CTFA Photo

Carla R.M. Hughes, JD, CTFA
Vice President/Trust Officer (563) 235-2376

Jason Ritzenthaler, CFA, CTFA Photo

Jason Ritzenthaler, CFA, CTFA
Co-Chief Investment Officer (813) 386-8705 │ (813) 631-9898

Chris Morgan, CFA, CFP®, CAP® Photo

Chris Morgan, CFA, CFP®, CAP®
Portfolio Manager (813) 386-8700 │ (813) 215-2070

Members Trust Company Logo

Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment products are not NCUA/NCUSIF/FDIC insured. May lose value. No financial institution guarantee. Not a deposit of any financial institution. This is for informational purposes only and is not intended to provide legal or tax advice regarding your situation. For legal or tax advice, please consult your attorney and/or accountant.