President & CEO
Denise M. Penz is the President and CEO of The Preferred Legacy Trust Company. She began her banking career in 1996 after serving in the United States Navy. Until 2008, Denise led the regional Wealth Division for Belmont National Bank, Sky Bank, and Huntington Bank. Following this venture, she became a principal with a private equity group and raised capital to acquire a controlling interest in Ohio Legacy Corp and Ohio Legacy Bank. Denise previously served as Executive Vice President, Chief Operating Officer, and Wealth Manager of Premier Bank & Trust. Additionally, she is a member of the board of directors for the Bank and Ohio Legacy Corp. Denise has led all areas of wealth management, including trust, private banking, and brokerage. She also has led retail banking, mortgage lending, and all of the support areas of the bank. Denise received a Bachelor’s of Science in Accounting & Management from West Liberty State College, a Master’s of Business Administration from Wheeling Jesuit University, and a graduate level certificate from Cannon Trust Schools. She is very active in her community as a member of the board of trustees for A Special Wish Foundation, a member of The Women’s Giving Circle, a founding member of Women’s Impact, and president of the board for the YWCA-Wheeling.
Tiffany Rockstroh started her career in the financial industry in 1999, where she developed a knack as a branch turn around specialist, turning non-producing branches into profitable sales machines. Her nonstop attitude allowed her to break into various high net-worth client markets, which allowed her to easily step into her next role of Private Banker, in multiple markets in Northeast Ohio. In August of 2010, she eagerly accepted the position to lead and develop Private Banking for a small turn-around bank. During the seven years as Director of Private Banking, she grew her private banking department into a profitable center for the bank, adding more than $700K to the bottom line of the bank. Her most recent role as Executive Vice President for Preferred Legacy Trust Company has allowed her to focus on what she does best, servicing her clients. Her team works for clients as a conduit to their financial partners. Generally, they work with high net-worth clients to simplify their everyday life. They take into consideration the clients' full balance sheet while working to increase their wealth and helping them to mitigate their way through the red tape of banking. Her team places the focus on service, and their motto is: life is tough, finances shouldn't be.
Jeff is a Senior Trust Advisor with Preferred Legacy Trust. Before joining Preferred Legacy Trust, he spent time working for private law firms as well as national banks. In private practice at the law firms of AlerStallings LLC and DayKetterer Ltd., Jeff worked with clients and their families to create custom, highly detailed estate plans. These plans included traditional revocable trusts, irrevocable trusts, asset protection trusts, complex tax plans, and business succession plans. He also assisted with the creation of financial and health care directives. In addition to this work, Jeff has served as a Fiduciary Advisor at PNC Bank, N/A. During his time at the bank, Jeff served as trustee and agent on high net worth trust and investment management accounts. His unique experience working in both settings makes him an ideal fit to serve clients at Preferred Legacy Trust.