Edward S. Crooks
A lifelong passion and ability for growing wealth for individuals, families, companies, and institutions, Ed has over 40 years of financial and investment experience with specialties in investment consulting, employee benefits, trusts, and estates.
Brian D. Selby, CFA
Brian brings over 30 years of investment management experience as a portfolio manager for businesses, institutions, and significant individual accounts. Brian also specializes in employee benefits and trust administration.
David L. Dolan
David has over 30 years experience in the Trust/Wealth Management business. David handles investment management and administration of all types of personal, IRA’s, institution and custody accounts including estate settlement. He also handles various retirement plan services for many businesses.
Brandon E. Crooks
Brandon oversees Counsel Trust’s institutional business working closely with attorneys and outside advisors on directed trust and private label relationships. He also provides investment management and consulting services for businesses, retirement plans and high net worth individuals..
Wanda M. Chilcoat
Wanda has over 31 years of commercial and trust banking experience. She has specific expertise in trust accounting and tax preparation. Wanda oversees all trust account reviews and assists in trust company administration.
Marcia M. Glover
Marcia has more than 30 years of trust banking experience, managing financial assets for high net worth individuals, charitable trusts and foundations.
Geoffrey M. Platt
Geoff has more than 25 years of investment management and trust administration experience as a financial advisor for businesses, institutions, and high net worth individuals. In addition, Geoff has significant experience in the design, implementation, administration, and investment management of qualified retirement plans.
Paul J. Stevenson
Paul has over 30 years of experience helping clients meet financial goals and engaging them with suitable wealth management strategies designed to build, preserve and sustain their financial well-being.
Bonnie M. Stiles
Bonnie has more than 35 years of experience in trust management and operations involving the processing of securities, cash, and other assets for major bank trust divisions.
Jason A. Yonkovitch
Jason provides wealth management for individuals, businesses and retirement plans as well as handles marketing needs of the firm. Prior to joining Counsel Trust Group, Jason worked in the front office for the Reading Phillies, AA Affiliate of the Philadelphia Phillies in Reading, PA.