We are actively monitoring the evolving COVID-19 situation. For more info visit: https://www.unifiedtrust.com/covid19

A Team You Can Trust

Unified Trust is proud to provide our clients with a team of industry leaders. From our administrative staff to our investment team, the Unified Trust culture embraces a spirit of support and a dedication to helping you achieve your goals.

Clear Filters

Gregory Kasten, MD, MBA, CFP®, CPC, AIFA®

Founder & CEO

Kevin Avent, CFP®, AIF®

Managing Director, Wealth Management

Angela Brown, SPHR, SHRM-SCP

Human Resource Manager and Controller

Christina Crawford, QPFC, AIFA®

Chief Operating Officer and Chief Risk Officer

Melissa Geertz, AIF®

Marketing Director

Marty Lautner

Chief Financial Officer

Justin Morgan, QPFC, QPA, QKA, AIFA®

Managing Director — Plan Administration and Service

Jennifer Redden

Director — Information Technology

Michael Samford, QPFC, AIF®

Digital Advice Manager

Contact Us Today

Whether you have a question you'd like us to answer or a brilliant idea you're ready to share, the team at Unified Trust is here to listen.

Get In Touch