Team

Laura is an Associate Trust Officer serving Greenville and eastern North Carolina. She is responsible for the day-to-day administration of trusts, estates, and retirement accounts, including cash management, asset tracking, and client service. Laura has over 16 years of experience in the banking industry. Prior to joining the Old North State Trust team, she worked for Yadkin Bank-AgCarolina Farm Credit. Laura graduated from East Carolina University with a Bachelor’s in Business Education.

Marshall serves as Associate Director of Trust Services and oversees various aspects of trust services for Old North State Trust. As Associate Director, he is responsible for upholding successful company operations by implementing business strategies and fostering client relationships with his team. In addition to his leadership role, Marshall assists and guides clients in developing their financial objectives through the administration of trust, investment management, and estate accounts. Marshall has over 13 years of experience dedicated to various roles within the Trust & Wealth Management industry. Before joining Old North State Trust, he founded and operated a regional insurance brokerage company. Marshall received his Bachelor of Business Administration with a concentration in Trust and Wealth Management and a minor in Financial Planning from Campbell University, and his Master of Business Administration from Palm Beach Atlantic University. In addition to his role at Old North State Trust, Marshall also serves on various local non-profit boards and committees and is active in his local church.

As the Director of Brand Strategy and Senior Wealth Advisor for Old North State Trust, Susan specializes in connecting financial expertise with strategic brand development, ensuring clients receive thoughtful and comprehensive wealth management services and legacy planning grounded in trust, expertise, and distinct brand identity. Susan has over 35 years of experience in the financial services industry, first with Bank of America Trust, then with Wachovia Bank, and Wells Fargo Wealth Management. Susan is a graduate of Mary Washington University with a B.S. in Business Administration. She holds her CTFA certification (Certified Trust and Fiduciary Advisor); and CRPC®, (Chartered Retirement Planning Counselor) designation. Susan enjoys giving back to her community. She is a member of the Financial Service Advisory Council, Greensboro, NC Chapter; a member of the Community Foundation of Greater Greensboro Professional Advisors Committee; the Greensboro Estate Planning Council; and a board member of Step-Up Greensboro, which provides free job training, active mentoring, and support to help individuals obtain employment and build stable lives.

Spence serves as the Director of Relationship Development and a Senior Trust Officer for Old North State Trust. He works throughout the ONST footprint with professional advisors as well as individuals, and families to help develop a customized approach to estate, trust and legacy plans. Prior to joining ONST, Spence served the Greenville, NC area with BB&T as a Private Wealth Advisor. He received his Bachelor of Business Administration with a concentration in Trust and Wealth Management and his Master of Business Administration from Campbell University. Spence serves on various non-profit boards and committees and is also an Assistant Chief for the Winterville Community Fire Department.

Regina serves as a Senior Trust Officer for the Triad area of North Carolina. She has extensive experience working with trust administration, estate settlement, taxation, asset allocation, and risk management. In addition, she also specializes in older adult issues, such as Medicare, social security, financial protection, and transitions. She spent 25 years in fiduciary administration with Wells Fargo and its predecessor, Wachovia. Prior to Old North State Trust, Regina served as a Financial Advisor at Midtown Financial Advisors holding Series 65, 63, and 6 licenses. Regina is a graduate of High Point University with a B.S. in Business Administration. She also received a post-baccalaureate degree in Gerontology from the University of North Carolina at Greensboro. Regina graduated from the Southeastern Trust School at Campbell University and completed Cannon Trust School. She holds the Certified Trust Financial Advisor (CTFA) designation from the Institute of Certified Bankers and the Certified Senior Advisor (CSA) designation from the Society of Certified Senior Advisors. She is an active volunteer with the Seniors’ Health Insurance Information Program (SHIIP).

Keith serves as a Senior Trust Officer for Eastern North Carolina through the Greenville office. He is responsible for the administration of trusts, investment management accounts, IRAs and estates. Keith earned a Bachelor of Business Administration degree with a concentration in Trust and Wealth Management, a Minor in Financial Planning, and a Master of Business Administration degree from Campbell University. Keith has over 14 years of experience dedicated to various roles within the Trust and Wealth Management industry. He is a Certified Financial Planner, Certified Trust and Fiduciary Advisor and an Accredited Trust and Fiduciary Advisor. Keith is active in volunteering in the community, and he also serves as a member of the Certified Trust and Fiduciary Advisor exam committee.

Jan serves as Senior Trust Officer assisting clients with developing and implementing their personal financial objectives through the administration of trusts, estates, IRAs, investment, and custodial accounts. Jan is a graduate of Elon College, with further graduate work at UNC Charlotte. A graduate of Cannon Financial Institute’s Personal Trust School, she is certified by the American Institute of Banking as a Certified Trust and Financial Advisor (CTFA). Jan has worked in trust services for over 25 years and previously in the financial and administrative areas of private business.

Robin serves as a Trust Officer for the Wilmington and Southeastern NC areas. She assists and guides clients in developing their financial objectives through the administration of trust. Robin has over 45 years of experience in the banking industry. Prior to joining Old North State Trust, she worked for Wachovia Wealth Management as a Trust Associate for 13 years. Throughout her career, Robin has held key positions, but her primary focus continues to be on meeting clients’ needs.

As Chief Investment Officer, Paul is responsible for implementing the overall investment strategy, overseeing asset allocation, as well as participating in other research and portfolio management duties. During his tenure, he has worked with many types of clients including business owners, public and private pension/profit sharing plans, municipalities, corporations, foundations, endowments, retirement/qualified plans, and numerous types of trust accounts. Over the years he has been a member of various capital market, trusts, and risk committees. Paul graduated from North Carolina State University with a Bachelor of Science in Business Administration. He also earned a Master’s degree in Business Administration from the University of North Carolina at Charlotte. 

Mark is a Portfolio Manager with over 20 years of experience managing fiduciary assets across a broad spectrum of accounts. He is responsible for monitoring asset allocations based on client objectives, risk tolerance, and market conditions. Additionally, he assists in conducting financial market research and overseeing investment compliance and risk management. Mark graduated from Clemson University with a Bachelor of Science in Financial Management and earned a Master’s degree in Business Administration from Winthrop University. He is also an active member of the Clemmons Civic Club, where he currently serves as Scholarship Chairman and a member of the Board.

Hannah serves as a Trust Officer for the Triad area of North Carolina through the Greensboro office. She oversees client relationships by administering trusts and managing investment accounts. Hannah has extensive experience in Special Needs Trust administration. Prior to joining the Old North State Trust team, she served as General Counsel to Corporation of Guardianship and taught Elder & Special Needs Law courses at Elon Law, UNCG and GTCC. Hannah graduated cum laude from Vanderbilt University in 2000, where she earned a B.S. degree in Psychology, and she earned her J.D. from the University of Alabama in 2005. She is certified by the National Elder Law Foundation as a Certified Elder Law Attorney (CELA). She is passionate about serving her community in various capacities.

Royce serves as a Senior Trust Officer in the Triad and Western North Carolina markets. He is responsible for the administration of trusts, investment management accounts, IRAs, and estates. Royce earned a Bachelor of Business Administration degree with a concentration in Trust and Wealth Management, a Minor in Financial Planning, and a Master of Business Administration degree from Campbell University. With over 17 years of experience, his extensive background in Trust Services and wealth management is a natural fit for the Old North State Trust team. Royce is active in volunteering in the community. He is also a member of the Greensboro and Asheville Estate Planning Counsels as well as a member of the SFSP group (Society of Financial Service Professionals) in both Greensboro and Asheville.

As Operating Officer, Iesha oversees and enhances the day-to-day operations ensuring efficiency and seamless processes. She contributes to innovative solutions to drive organizational growth and success. In addition to her role as Operating Officer, Iesha has been certified as an IRA Specialist II and serves as the Individual Retirement Account Specialist. She has completed specialized training to effectively manage and oversee all aspects of IRAs from research and correcting client IRS audits, verifying and processing IRS reporting, reviewing, and conducting internal IRA training for company staff. She also manages all Self-Directed IRA accounts. Prior to joining Old North State Trust, Iesha worked at Harborone Bank as an operations associate and IRA coordinator with over 15 years of experience.