Meet Our Team
Charter Trust is uniquely sized to provide the best of all worlds. We are large enough to have the depth of knowledge and experience clients' require. But small enough to provide the personal experience our clients want. Our old-world standards and values set us apart and are the reasons our loyal employees average 10 years with Charter Trust.
Leadership Team
Our Leadership Team guides the firm and sets our strategic agenda and priorities. Short lines of communication, streamlined processes, and clarity on how and who can make decisions is fundamental to the success of the firm.
Jason Edgar
President
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Lara K. Horner
SVP, Director of Trust Operations
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Our professional advisors help individuals and families structure accounts that will build, preserve, manage, and when the time comes, transfer their wealth. Financial Planning is an all-encompassing process of regularly assessing ones assets and resources and balancing them against estimated future financial needs. Our team provides advice and guidance on a wide range of topics to help clients create a comprehensive roadmap that will help them achieve their financial goals.
Deanna C. Wilson, CFP®, CTFA
SVP & Senior Wealth Manager
Investment Services
The Charter Trust investment process revolves around you, our client. It begins with a clear articulation of your objectives and goals. By understanding what you want to do with your money —generate income, protect it from taxes, grow it for the future — we can better understand what kind of return you require and how much safety you need. These two factors are the cornerstone of our investment process.
Marianne D. Loew, CFA
SVP & Senior Investment Officer
