A.J. Whitman, JD, CTFA
Senior Trust Officer
A.J. Whitman, JD, CTFA
Senior trust officer
As a Senior Trust Officer, A.J. leverages nearly two decades of experience in private wealth management to serve ultra-high-net-worth clients. Her career, built across boutique trust firms and major financial institutions, is distinguished by her ability to navigate complex financial landscapes. A.J.’s deep understanding of business and fiduciary law was further developed through her experience as a university professor and her disciplined approach to detail was honed during her service in the U.S. Army Reserves as a Military Police Officer and Legal Specialist in the JAG Corps.
Education: A.J. earned her Bachelor of Science in Business Administration majoring in Sports Administration with a minor in Psychology from the University of Tulsa. She also received her Juris Doctor from the University of Tulsa with additional studies at Southwestern School of Law.
Yuko Brazil, CTFA
Senior Trust Officer
Yuko Brazil, CTFA
Senior trust officer
With over six years of experience in trust administration and holding the CTFA – Certified Trust and Fiduciary Advisor license, Yuko brings a deep understanding of fiduciary responsibilities and estate planning strategies.
Prior to joining Premier Trust, she spent more than a decade in the financial services industry at a major bank. During that time, Yuko supported clients in wealth management and investment planning, backed by Series 6 and 63 licenses. This diverse background reflects a strong commitment to client service, regulatory compliance, and financial stewardship.
Education: Graduated from University of Las Vegas, Nevada – Bachelor of Science, Mathematics
Taylor Williams
Business Development Officer
Taylor Williams
Business Development Officer
Taylor has spent her career focused on relationship management, client service, and sales in the financial and trust industry.
Education: Taylor earned a B.A. in Sociology with a minor in Anthropology from the University of Oregon
Ryan Dailey
Business Development Officer
Ryan Dailey
Business Development Officer
Ryan has 6 years of sales and relationship management experience in the financial and construction industries.
Education: Ryan has a B.S. in Mechanical Engineering from the University of Nevada, Reno
Stacy Libbey, CTFA
Senior Trust Officer
Stacy Libbey, CTFA
Senior trust officer
Stacy has over twenty years of experience in personal trust and trust operations.
Education: She received her Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers (ICB), a subsidiary of the American Bankers Association.
Cheree Boulding, CTFA
Senior Trust Officer
Cheree Boulding, CTFA
Senior Trust Officer
Cheree has 35 years of experience in Trust Relationship Management.
Education: Cheree has a B.A. in Business Administration.
Mary Tallent-Stewart
Vice President/Trust Officer
Mary Tallent-Stewart
vice President/Trust Officer
39 years combined experience in the personal and corporate trust industries, 5 years in commercial lines insurance.
Education: Attended University of Nevada Reno, Graduate of Cannon Financial Institute’s Personal and Corporate Trust Schools, American Institute of Banking Trust School.
Kathy Klein, CISP
Vice President/Trust Officer
Kathy Klein, CISP
VICE PRESIDENT/TRUST OFFICER
Kathy has over twenty years of experience in IRA operations, custodial and administrative services including working with those individuals who desire to Self-direct the investment of retirement funds into alternative assets. She is currently the head of the IRA department at Premier Trust.
Education: Kathy received her Certified IRA Services Professional Certification (CISP) designation from the Insitute of Certified Bankers (ICB), a subsidiary of the American Bankers Association.
Richard Smith
Vice President/Trust Officer
Richard Smith
Trust Officer
Richard started his career in the banking industry, on the Isle of Man. He transitioned to the Trust & Company Management industry in 2004. He has been with Premier Trust since 2020 after moving to the United States in 2019.
Education: Richard obtained his Certificate in International Trust Management through the Society of Trust & Estate Practitioners. He has also completed multiple anti-money laundering courses through the Financial Crime Unit, Isle of Man.
Christopher Hori
Vice President/Trust Officer
Christopher Hori
Trust Officer
Christopher has been in Trust Administration for two years, after spending nine years in the financial services industry both as a Financial Advisor and Analyst.
Education: University of Nevada Las Vegas, Journalism. Previously Held: Series 7 and 66 licenses.
Joseph Blaylock
Trust Officer
Joseph Blaylock
Trust Officer
Joseph has over twenty years of experience in the administration of personal and charitable trusts.
Education: Joseph received his B.S. from the University of Texas at Austin. He is currently working towards obtaining his CFTA designation from Cannon Financial Institute.
Paul Di Carlo
Trust Officer
Paul Di Carlo
Trust Officer
Paul has over 30 years of experience in Trust Administration and Wealth Management.
Education: Paul has a B.S. in Business Administration with concentration in International Business from University of the Pacific.
Karyn Smith
Trust Officer
Karyn Smith
Trust Officer
Karyn has over nine years of experience in Trust Relationship Management, with extensive knowledge of the technical aspects of onboarding and managing trust relationships. She has developed strong working relationships between Premier Trust, and the attorneys and financial advisors involved with each relationship, ensuring clear communication and a seamless experience throughout the process.
Education: Graduate of Cannon Financial Institute, Levels I & II. She is currently preparing for the Certified Trust and Financial Advisor (CTFA) designation to further expand her expertise in trust administration and relationship management.
Rachel Nicholas, CTFA
Trust Officer
Rachel Nicholas, CTFA
Trust Officer
Rachel is a trust professional with more than seven years of experience in trust administration, estate management, and fiduciary services. She is dedicated to helping individuals and families navigate the complexities of trust administration while delivering exceptional client service and personalized solutions.
Prior to joining Premier Trust, Rachel served as Trust Services Manager for a Nevada trust company, where she played an instrumental role in building and expanding trust operations from the ground up. In that role, she managed trust accounts of varying size and complexity, developed operational policies and procedures, coordinated regulatory examinations, and worked closely with attorneys, financial advisors, tax professionals, and co-trustees to support clients' estate and wealth preservation goals.
In her role as Trust Officer, Rachel works closely with clients, beneficiaries, and professional advisors to ensure trusts are administered efficiently, accurately, and in accordance with each client's unique objectives and legacy planning goals.
Education: Rachel holds a Master of Business Administration in Management and Strategy from Western Governors University and a Bachelor of Science in Business Administration from the University of Phoenix. She is a Certified Trust and Fiduciary Advisor (CTFA) through the American Bankers Association.
Keith Fleischer
President & CEO
Keith Fleischer
PRESIDENT & CEO
Keith is responsible for leading the firm’s strategic direction, operations, and growth. He works with Premier’s broad range of clients, including High-Net-Worth Individuals, attorneys, wealth management firms, and independent financial advisors to provide dependable, responsive, and tailored trust service solutions to meet their needs.
Prior to joining Premier Trust in June 2023, Keith served as Senior Vice President, Corporate Development at Premier’s parent company, Osaic, Inc. Previously, Keith was Managing Director for Eero Capital, LLC leading a Private Equity rollup strategy.
Education: Keith earned a Bachelor of Science degree in Mechanical Engineering at Valparaiso University, and a Master of Business Administration with a focus in Finance at the Olin School of Business at Washington University in St. Louis.
Scott Sacchi
Head of Trust Administration
Scott Sacchi
Head of Trust Administration
Scott has over 25 years of wealth management experience, mostly in trust services. Scott has administered a complex book of trust, retirement, and investment accounts, as well as managed other officers functioning in similar capacity. Scott is adept at trust, estate, tax and financial planning, as well as business development and community outreach. Scott is a true trusted advisor for high-net-worth clients seeking trust, estate, and asset protection solutions.
Scott has previously worked for several large financial institutions including Morgan Stanley, LPL, Key Bank, Fidelity Investments, PNC Bank, and most recently First American Trust. Scott has obtained his Certificated Trust & Financial Advisor (CTFA) and Trust & Estate Practitioner (TEP) designations. Scott formerly held various securities, insurance, and real estate licenses too.
Education: BA, Political Science from Fairfield University in Fairfield, CT, JD, Quinnipiac University School of Law in Hamden, CT, and LL.M., Boston University School of Law in Boston, MA
Eron Kennedy
Head of Client Relationships
Eron Kennedy
Head of Client Relationships
Eron has 15 years of experience in the financial services industry. Prior to joining Premier Trust, she owned and operated an independent RIA firm.
Education: Eron has a B.S. in Business Administration with a Major in Economics from the University of Nevada, Reno.
