top of page

Meet Our Team at The Preferred Legacy National Trust Bank

penz-denise-website.jpeg
_edited.png

Denise Penz

Tiffany Rockstroh

Jeffrey Hall

President

Executive Vice President,
Chief Fiduciary Officer

CEO & Vice Chairman

Hall_David_Native_edited.png
Knight_Kristen_Native_edited.png

David Hall

Kristen Knight

Vice President, Investment Strategist 
& Banking Officer

Vice President,
Trust Officer

lily-phou_edited.jpg

Lily Phou

Vice President,
Senior Wealth Strategist

Melissa Updated Photo 2_edited.jpg
Shields_Pam_Edited_edited.png

Melissa Contarino Wenzel

Pam Shields

Vice President, Director of
Retirement Services

Vice President,
Family Office Specialist

Orofino-Salvador.jpg

Salvador C. Orofino

Vice President, Director of Global Family Stewardship

preferred-legacy-trust-logo-2c-rev.png

Contact

Privacy Notice

  • LinkedIn
  • Facebook
  • X

The Preferred Legacy National Trust Bank is a subsidiary of Preferred National, Inc., a subsidiary of CRI Advisors, LLC.

 

​© Preferred Legacy Trust 2026

bottom of page