Get to know the team behind Crews Bank & Trust.

Michael oversees the people and policies of the Trust and Investment Management Services Department and manages the individual investment holdings of clients. His clients include individuals, families, foundations, and institutions throughout the state of Florida.

• Bachelor of Arts in Economics, Harvard University, Cambridge, MA, 1982
• Investment Portfolio Manager and Research Analyst since 1983
• Graduate of the Florida Bankers Association Trust School, University of South Florida, Tampa, FL
• Series 65 - Registered Investment Advisor
• Series 52 - Municipal Securities Representative
• Member, Board of Directors, Charlotte State Bank & Trust, Englewood Bank & Trust, First State Bank of Arcadia, Wauchula State Bank
• Member, CFA Institute

Michael serves on the Tampa Bay Committee on Foreign Relations and is a member of the Board of Directors of the Florida Bankers Association and the Florida Bankers Educational Foundation. He is immediate past-chairman of the Board of Directors for the Historic Bok Tower Gardens in Lake Wales for which he now serves on the Investment Committee. He is a former president of both the Harvard Club of Central Florida and the Harvard Club of the West Coast of Florida. Michael is a 2005 Graduate of Leadership Tampa Bay.

Lory manages the daily operations of Trust and Investment Management Services division to help coordinate the diverse services provided. She has more than 25 years of banking and financial experience. Her knowledge of operations provides the resources necessary to lead a team of professionals to offer banking and trust products and services with a high degree of personal attention.
Lory is a graduate of:

• Florida Bankers Association’s Graduate School of Banking, University of Florida, Gainesville, FL
• Florida Bankers Association’s Trust School, University of South Florida, Tampa, FL
• Leadership Charlotte Class of 2003, sponsored by the Charlotte County Chamber Of Commerce

In addition, Lory has earned both the Florida Certification and National Certified Guardian designations
Lory serves on the Executive Committee for the Florida Bankers Association’s Trust and Wealth Management Division, volunteers with Tidewell Hospice and has served as a member of the Board of Directors of United Way of Charlotte County.

In her capacity as Trust Officer, Terri will administer accounts and act as an estate representative, trustee, guardian of property or investment management agent. She works with new and existing clients serving as a point of contact and ensuring that trust and investment management documents are properly administered with the goal that her clients' wishes are carried out.
Terri has an extensive background in trust services having held positions as Portfolio and Administrative Associate, Senior Trust Manager and Trust Portfolio Manager.
Terri's education and certifications include:

• Associate's Degree in Business Administration from Waynesburg College, PA
• National Commercial Finance Association Field Examiner School, NY
• William College Trust School of Banking, Arlington, MA
• Graduate, Realtor Institute
• Series 65, Registered Investment Advisor
• Graduate of Florida Bankers Association's Trust & Wealth Management School
• Certified Trust and Financial Advisor (CTFA) professional designation from the American Bankers Association

Cindee is experienced in all aspects of estate planning. An attorney, she has created estate plans and drafted wills, living trusts and powers of attorney. She has an extensive background in the areas of Wills, Trusts, Estates and Elder Law.
As a Trust Officer, Cindee administers accounts and acts as an estate representative, trustee or guardian of property. She works with new and existing clients to serve as a point of contact and ensure that trust and investment management documentation is properly administered and that her clients’ wishes are carried out.
Cindee’s education and experience includes:

• Bachelor of Science degree in Public Relations with a minor in Marketing from the University of Florida, Gainesville, FL
• Juris Doctorate from the University of Florida, Gainesville, FL
• Graduate of Leadership Charlotte, class of 1992 (class president)
• Member, the Florida Bar
• Twelve years’ experience with the Farr Law Firm in Charlotte County

Cindee and her husband Dennis operated Pies & Plates in Punta Gorda, growing the business into one of Punta Gorda’s most popular eateries and retail stores and winning many awards. Pies and Plates was named Business of the Year by both the Charlotte County and Punta Gorda Chambers of Commerce and Retailer of the Year for Leadership by the Florida Retail Federation.

In her capacity as Trust Officer, Patty administers accounts and acts as an estate representative, trustee, guardian of property or investment management agent. She works with new and existing clients, serving as a point of contact and ensuring that trust and investment management documentation is properly administered and that her clients’ wishes are carried out.
Patty has more than 30 years of banking experience. Her proficiencies include trust administration, retirement planning, investment management, developing asset protection strategies, addressing tax and estate planning issues, and implementing plans to reach clients’ goals. Patty’s educational background includes:

• Undergraduate studies in Finance, Wichita State University, Wichita, Kan.
• Bachelor of Science in Human Resource Management, Friends University, Wichita, Kan. (Graduated cum laude)
• Master of Science Degree in Personal Financial Planning, College of Financial Planning, Denver, Colo.

Certifications:

• Certified Financial Planner™
• Certified Trust and Financial Advisor
• Master Planner Advanced Studies

Rich uses his more than 30 years of experience in banking, finance, and investment management experience to help ensure his clients achieve their desired financial objectives for themselves and their heirs.
Education:

• Associate of Liberal Arts, Cuyahoga Community College, Cleveland, OH
• Bachelor of Arts in Communication, Cleveland State University, Cleveland, OH
• Master of Business Administration (MBA), Baldwin-Wallace College, Berea, OH
• CFP Professional Education Program, College for Financial Planning,
• Graduate School of Banking, Louisiana State University, Baton Rouge, LA
• Leadership Institute, Gulf Coast Community Foundation, Venice, FL
• Enrolled Agent, EA Certification Program
• Raymond James Advisor Mastery Program
• Certified Plan Fiduciary Advisor Program
• Leadership Englewood Class of 2008, founding chair, sponsored by the Englewood Chamber of Commerce
• Leadership Charlotte Class of 2001, sponsored by the Charlotte County Chamber of Commerce

In addition, Rich has held the following:

• Series 7- General Securities (stocks, bonds, mutual funds) Representative License
• Series 9 and 10 - General Securities Sales Supervisor License
• Series 66 - State and Federal Regulations Agent License

Rich is a past president of the Economic Development Council of Charlotte County, Port Charlotte Toastmasters, Charlotte County Habitat for Humanity and the Rotary Club of Murdock.

Samuel is the Portfolio Manager for Trust and Investment Management Services and manages the individual investment holdings of clients. His clients include individuals, families, foundations, and institutions throughout the state of Florida.
Samuel’s professional background includes:

• Bachelor of Science in Business Administration from the University of Florida, Gainesville, FL
• Degree in Finance
• Degree in Insurance
• Minor in Economics
• Master of Business Degree from Florida Gulf Coast University, Fort Myers, FL
• Concentration in Finance
• Graduated Cum Laude
• Held the following licenses;
• Series 7 – General Securities (stocks, bonds, mutual funds)
• Series 6 – Investment Company / Variable Contracts
• Life, Health, and Variable Annuity License in Florida

Samuel is a member of the Board of Directors for the Punta Gorda Police Officers’ Pension. He is an Eagle Scout and serves as Scoutmaster for Troop 95 for the Boy Scouts of America.
Samuel graduated from Charlotte High School and has experience working in private banking and wealth management. He has held the following non-profit positions:

• Board of Directors for Charlotte County YMCA
• Vice Chairman and Investment Committee Chairman for the Cape Coral Community Foundation
• Executive Board of Director and Finance Committee Chairman for the Lee County YMCA
• Board of Director for the Endowment Committee for the YMCA of the Palms
• Board of Director of the Naples Area Board of Realtors Commercial Committee
• Board of Directors of the Charlotte Community Foundation

As a Portfolio Manager for Trust and Investment Management Services, Greg manages the investment holdings of clients via their trust, IRA, or individually titled accounts. He also manages assets for private foundations and nonprofit organizations throughout the state of Florida. Greg graduated from Mercy College in New York with a bachelor’s degree in government in 1988. He began his career in computer and internet technology in New York City and operated his own consulting and support firm in the early 2000s. He entered financial management in 2009 and served as a financial manager before joining the bank. He is currently studying to become a Certified Financial Planner.

Greg’s professional background includes:

• Senior Financial Advisor
• Practice Management Development (PMD) Graduate
• Associate Team Leader, Whole Foods Market, Westport and Greenwich, CT
• Owner-operator, Westchester Computer Systems, Peekskill, NY

In addition, Greg has held the following licenses:

• Series 7 – General Securities (stocks, bonds, mutual funds)
• Series 66 – Uniform Combined State Law for securities agent and investment advisor

Life and Health Insurance sales in Florida and North Carolina Greg is an active parent volunteer in the Punta Gorda Little League and Cub Scout Pack 13.

Brittney has more than 10 years of banking and financial experience, having held a variety of positions including operational, investment, retail and customer service.

As an Investment Account Officer, Brittney assists in managing individual investment holdings of clients. She works with the Investment Management Team to monitor market conditions, identify objectives, preferences and circumstances to develop specific explicit investment policies for investors. Brittney provides oversight and monitors managed model portfolios to reflect significant change in any or all relevant variables as well as assisting in business development activities.

Brittney has an Associate Degree in Business from the University of Central Florida, specializing in Accounting and Finance. She is currently enrolled in the American Bankers Association Certificate in Trust program working towards achieving her Certified Trust Financial Advisor (CTFA) designation. Brittney is native to the Port Charlotte area and is actively involved in the local community through Autism Awareness associations and performing arts enrichment programs.

Susan puts her 35 years of banking, finance and customer service experience to use in her position as Trust Operations She has held positions as Personal Banker, eServices Supervisor, financial services supervisor and assistant branch manager. In her spare time, she enjoys crafting, crocheting and tending to her pets.

In her capacity as Trust Operations Specialist, Susan supports department operations such as daily balancing and settlement functions. She delivers and receives clients' assets and maintains a master security file as well as tax and probate information. She also assists clients with inquiries, requests and support.

Marianna, having been a teller and office manager, brings a wealth of cash handling and customer service experience to Trust and Investment Management Services. Mari is from the Charlotte County area and a graduate of Port Charlotte High School. She stays involved in the local community through performing arts and education. Mari supports department operations such as daily balancing and settlement functions. She delivers and receives clients' assets and maintains a master security file as well as tax and probate information. She also assists clients with inquiries, requests and support.

Angie has more than 10 years of banking and financial experience. She has worked in the real estate industry and has experience in retail and trust operations. She is pursuing a career in Trust Administration and is currently enrolled in the Florida Bank Association Trust School.

Angie works with new and existing clients, serving as a point of contact, ensuring that trust and investment management is properly administered to her client’s wishes. Her responsibilities include preparing new account documents and responding to client inquires and requests.

Angie volunteers on behalf of many organizations, including Give Kids the World through the Make a Wish Foundation.