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Meet Our Team at The Preferred Legacy National Trust Bank

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Denise Penz

Tiffany Rockstroh

Jeffrey Hall

President

Executive Vice President,
Chief Fiduciary Officer

CEO & Vice Chairman

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David Hall

Kristen Knight

Vice President, Investment Strategist 
& Banking Officer

Vice President,
Trust Officer

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Lily Phou

Vice President,
Senior Wealth Strategist

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Melissa Contarino Wenzel

Pam Shields

Vice President, Director of
Retirement Services

Vice President,
Family Office Specialist

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Salvador C. Orofino

Vice President,
Senior Wealth Strategist

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Contact

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The Preferred Legacy National Trust Bank, Inc. is a division of CRI Capital Group, LLC, a subsidiary of CRI Advisors, LLC. “CRI" is the brand name under which Carr, Riggs & Ingram, L.L.C. (“CPA Firm”) and CRI Advisors, LLC (“Advisors”) and its subsidiary entities provide professional services. CPA Firm and Advisors (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. CPA Firm is a licensed independent CPA firm that provides attest services to its clients, and Advisors and its subsidiary entities provide tax and business consulting services to their clients. Advisors and its subsidiary entities are not licensed CPA firms.

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© Preferred Legacy Trust 2025

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