Rhonda Godwin, President

She has worked at InvesTrust since 1997. With several years of trust experience, Rhonda has a range of financial expertise, from financial operations and administration to compliance and system analysis. Previously, Rhonda worked for 15 years in the Trust Department of Bank of America.

A native of Ardmore , Okla. , Rhonda earned her Bachelor of Science degree from Oklahoma State in 1982, completed Cannon Trust School in 1992, College of Financial Planning at Oklahoma City University and is a Certified Trust and Financial Advisor (CTFA).

Rhonda and her husband Steven have two children, Shanna and Michael.

Education:

• Oklahoma State University; B.S.

Dan Junkin, CEO

Dan is the Chairman and CEO of ASC Holding, InvesTrust's parent company. Prior to founding ASC in 1985, Dan was the Vice President for Administration for the Kerr Foundation. He served in the U.S. Navy. He was a Presbyterian pastor for four years in Arkansas and then was Vice President for Development at Lyon College in Arkansas. Dan moved to Oklahoma in 1980 to work for the Kerr Foundation. He currently serves as a part-time pastor to a local Presbyterian church. He served on the Board of Pensions for the Presbyterian Church (a $5 billion plan).

Education:

• University of Texas (Austin); B.A.
• Austin Presbyterian Theological Seminary; DMin

Karen Foust

Karen began her career in the financial service industry in 1986 working for First Interstate Bank/Bank of America. Karen joined the InvesTrust staff in 1999.

Education:

• Oklahoma State University; B.A.

Charles Johnson

Charles is Vice President of investment management, account administration and economic updates.

He has worked at InvesTrust since 1997. Previously, Charles worked for 27 years in the Trust Department of Liberty/Bank One. He earned his Bachelor of Arts and Masters of Arts degrees in political science and economics from Oklahoma State University. He served two years in the U.S. Navy in the Tonkin Gulf Yacht Club and two years in Northern Ireland at NAVCOMSTA Londonderry.

Charles grew up in Shawnee, Oklahoma. He has served in various volunteer capacities with Boy Scouts of America and is currently commissioner for the Last Frontier Council, BSA.  Charles Heads up the Oklahoma City Economic Roundtable.

Charles and his wife, Sharon, have two sons.

Education:

• Oklahoma State University; B.A.
• Oklahoma State University; M.A.

Jeff White

Originally from Maryville, Tennessee, Jeff earned his undergraduate degree in 1987 and his Masters of Business Administration in finance in 1989 from The University of Tennessee.

Jeff joined the House of Representatives Banking Committee in 1989, the White House Resolution Trust Corporation in 1990, and then the FDIC in 1993, where he worked until 1996. Moving from Washington D.C. to Oklahoma City, Jeff was the Family Office Director for Continental Resource until 2001. Jeff has thirteen years of experience in finance. His credentials include managing a $2 billion budget for the RTC, and frequently contributing to The Robb Report/Wealth Magazine.

Education:

• University of Tennessee; B.A.
• University of Tennessee; MBA

C.A. Hartwig, QPA

C.A. has over 30 years of employee benefits administration experience. Previously, C.A. worked for 33 years at Liberty National Bank/BankOne in Oklahoma City. He is a member of the American Society of Pension Actuaries, Southwest Benefits Association and a Qualified Pension Administrator.

Education:

• Oklahoma State University; B.A.
• Southern Methodist University; Graduate Trust Banking Degree

Jeri Dawson

Jeri is vice president of employee benefit operations at InvesTrust. She has 18 years of administrative retirement plan experience. She previously worked for American Fidelity, where she administered the defined benefit and contribution plans.

From Cordell, Okla., Jeri attended Oklahoma State University and Southwestern Oklahoma State University. She is a Series 65 Registered Investment Advisor. Jeri also earned the designation of a Certified Retirement Services Professional from the Institute of Certified Bankers. She is a member of the Southwest Benefit Association. Jeri attends seminars and conferences to keep abreast of the constant changes in retirement plans.

She and her husband, Larry, have one daughter Brandi.

Education:

• Oklahoma State University
• Southwestern Oklahoma State University

Brandi Martinez

Brandi Martinez works for InvesTrust Retirement Plan Operations. She has worked for InvesTrust since 2000. Previously, Brandi worked for 10 years at American Fidelity in the Annuity Services Department. Brandi is our resident expert on our Retirement Plan software platform and she has attended numerous conferences and training sessions held by our software vendor.

Brandi grew up in Oklahoma City. She serves has the Secretary of the Basketball Booster Club at Western Heights High School.

She and her husband, Steve, have two children, Matthew and Alyssa.

Debbie Sinard

Debbie Sinard is a personal trust officer and compliance officer for InvesTrust, NA., and has more than 25 years of trust experience.

Prior to working at InvesTrust, Debbie was supervisor of trust securities movement at Bank of America. She is a graduate of Cannon Trust School.

Debbie and her husband, Jerry, are proud owners of two dogs.

Sonja Snider

Sonja became a part of the InvesTrust staff in 2000 as an administrative assistant. She has since moved into the operations department where she processes payments for our clients. Prior to joining InvesTrust, her career began in the banking industry in 1989 for Capital Hill Bank and Trust now known as First Fidelity Bank.

Sonja grew up in Moore OK, and now resides with her husband and two children in Choctaw OK.

Education:

• Oklahoma City Community College; Associate Degree in Business Finance

Donna Wheatley

She is the friendly face that greets all the visitors coming into InvesTrust. When Donna is not greeting visitors or answering the phone, she is scanning documents, putting together new employee packets and various other tasks.

Donna has been with InvesTrust since 2004. She has several years experience as an administrative assistant, executive secretary and office manager.

Donna was born in Canada, grew up in Southern California and moved to Oklahoma in 1994 to be closer to her daughter. She has one daughter, Teri and 4 grandsons, Justin, Derek, Cole, and Connor.

Education:

• Criss Business College
• Fullerton Community College
• Saddleback Community College
• Cameron University

Cathy Friday

Cathy has over 20 years of accounting/finance experience, including 5 years in public accounting, and 10 years in Personal Trust accounting. Cathy serves in the role of CFO for all ASC Holding, LLC entities. Cathy is a CPA and an active member with the AICPA, the OSCPA and the Oklahoma City Chapter of the OSCPA.

Education:

• Rose State College; A.A. Business Administration
• University of Oklahoma; B.S. Accounting

Peter Junkin

Peter joined InvesTrust in 2007. Prior to joining InvesTrust, he was an analyst in the construction industry where he developed and analyzed cost estimates for projects of all sizes and scope.

Education:

• Oklahoma State University; B.S. Finance

Matt Murphy

Matt began his career troubleshooting PC's and networks while attending school at the University of Oklahoma. In 2004 he came to work for InvesTrust as a member of the information technology department. Shortly there after, Matt started work on his Graduate degree. This combination of hands on experience and formal education provided a learning environment that allowed him to gain the skills needed to manage the InvesTrust Information Technology Department

Education:

• University of Oklahoma; B.B.A. Management Information Systems
• University of Phoenix; Master of Information Systems/Management

Jordan Young

Jordan Young started working for InvesTrust's Information Technology Department in 2006. His responsibilities range from providing desktop support to gathering systems requirements. Prior to working with the company, Jordan was an office administrator for three years.

Education:

• East Central University, B.S.

Stephanie Corder

Stephanie started working in the InvesTrust Retirement Specialists department in 2007. Before coming to InvesTrust, Stephanie worked for Midland Mortgage for nine years. She is currently enrolled in the Business Administration program at Southern Nazarene University. When she’s not working and going to school, Stephanie enjoys spending time with her daughter, Whitney.

Education:

• Southern Nazarene University

Misty Vestal

Misty started working at InvesTrust as a Retirement Specialist in 2007. Before coming to InvesTrust, Misty worked for Midland Mortgage for five years. Misty grew up in Little Axe and now resides in South Oklahoma City with husband Micah.

MaryBeth Case

MaryBeth started her career in the retirement planning and benefits administration field in 2002 working for various insurance companies. MaryBeth joined the operations department of InvesTrust in 2008.

Education:

• Drake University; B.A. Advertising

Alysa Newcomb

Alysa joined InvesTrust in 2008, with over 20 years experience in financial analysis and accounting in the healthcare and financial services industries. Previously, Alysa worked for the Oklahoma City Clinic, Foundation Surgery Affiliates, and First Capital Corporation. She is a graduate of the University of Oklahoma, a Certified Public Accountant, and a member of the Oklahoma Society of CPAs.

Alysa is an active volunteer in her church. She grew up in Oklahoma City, where she now resides with her husband, Charles.

Education:

• University of Oklahoma, BBA Finance