 Thomas W. Coulter, CPA
President
Tom Coulter was one of the original founders of Meridian Trust & Investment Company and now serves as company president. For over 25 years, he has worked extensively in retirement planning, taxation, estate and financial planning and investment management. Tom serves on the board of Meridian and earned a degree in accounting from the University of Tennessee.
A Certified Public Accountant, he is a member of the American Institute of CPAs (AICPA), the Tennessee Society of CPAs (TSCPA) and the Knoxville Estate Planning Council.
Contact Tom:
865/342.4440 tcoulter@trustmeridian.com
 Susanne White, CPA
Vice President of Compliance
Susanne is responsible for the design of all retirement plans at Meridian. She maintains the retirement plan trust documents and consults on complex retirement plan issues for a variety of clients. She began her career with Meridian at its inception and has over 15 years experience in ERISA compliance issues.
Susanne is a summa cum laude graduate of Tennessee Technological University with a degree in accounting. A Certified Public Accountant (CPA) and Certified Employee Benefits Specialist (CEBS), Susanne is a member of the American Institute of Certified Public Accountants (AICPA) and the Tennessee Society of Certified Public Accountants (TSCPA).
Contact Susanne:
865/342.4441 swhite@trustmeridian.com
 David A. Zandstra, CFA
Chief Investment Officer
Dave joined Meridian in 2004 and has 15 years of trust and investment management experience. He oversees the investment process for all investment accounts and serves on Meridian’s Trust Committee.
Dave graduated from Calvin College with a degree in business administration and received his MBA from Heriot-Watt University. He has earned the Chartered Financial Analyst (CFA) designation and is a member of the Knoxville Estate Planning Council, the CFA Institute and is an officer of the Knoxville CFA Society.
Contact Dave:
865/342.4444 dzandstra@trustmeridian.com
 Janet Kannady
Vice President of Operations
Janet heads the operations department at Meridian. She is responsible for processing distributions to clients, setting up new client accounts, transferring assets, providing client service teams with internal reporting on account activity, performing internal reconciliation and monitoring activity to ensure the work we do for our clients runs properly each day. Janet also oversees Information Technology at Meridian.
Janet graduated from the University of Tennessee with honors and a degree in finance. She has been with Meridian since its inception and has earned the CSOP (Certified Securities Operations Professional) designation from the Institute of Certified Bankers..
Contact Janet:
865/342.4442 jkannady@trustmeridian.com
 Lisa M. Morgan, CEBS
Vice President of Compliance
Lisa is responsible for maintaining ERISA compliance at Meridian. She ensures the Meridian team keeps all retirement plans in compliance with the Internal Revenue Service and Department of Labor laws and regulations. Lisa is also responsible for converting new retirement plans to Meridian.
Lisa graduated from the University of Tennessee with a degree in business administration. She received her Certified Employee Benefit Specialist (CEBS) designation in 1996 and has over 20 years experience in retirement plan administration. Prior to joining Meridian, she worked as a Vice President in the Trust Division of a national bank and is a member and Past President of Tennessee Valley Employee Benefits Council.
Contact Lisa:
865/342.4451 lmorgan@trustmeridian.com
 Edward S. Peterson
Vice President and Trust Officer
Edward, who joined Meridian in 2007, has over 25 years experience in the financial services industry. He is experienced in accounting, investment management, taxation, financial planning, and trust administration. Edward is responsible for personal trusts and serves on Meridian’s Trust Committee.
Edward earned a degree in finance and accounting from Washington and Lee University and a masters degree in tax from Golden Gate University in San Francisco. Edward is a Certified Public Accountant (Inactive), and a member of the American Institute of Certified Accountants, the Louisiana State Board of CPAs, the Tennessee Society of Certified Public Accountants, and the Knoxville Estate Planning Council.
Contact Edward:
865/342-4471 epeterson@trustmeridian.com
 Barbara A. Parrish, CFP
Employee Benefits Manager
Barbara provides daily support to plan sponsors and participants to help maintain their retirement plans. She is also responsible for the enrollment of new retirement plan participants. She joined Meridian in 1998 and has 30 years of experience in taxation and retirement plan administration.
Barbara graduated cum laude from the University of Tennessee with a degree in accounting. She is a Certified Financial Planner ® (CFP) and Certified Retirement Services Professional ® (CRSP). Barbara is a member of the Financial Planning Association and the Financial Planning Association of East Tennessee.
Contact Barbara:
865/342.4452 bparrish@trustmeridian.com
 Jeffre K. Cagle, CFP
Vice President and Trust Officer
Jeff is responsible for personal trust accounts at Meridian. He manages retirement, trust and personal accounts. Jeff has worked at Meridian since 1999 and has years of experience in trust, investment management and financial planning. He serves on Meridian’s Trust Committee.
Jeff graduated with honors from the University of Tennessee with a degree in finance. He became a Certified Financial Planner® (CFP) in 1996 and is a member of the Financial Planning Association and the Knoxville Estate Planning Council. Prior to joining Meridian, Jeff worked for the U.S. Department of the Treasury and a local bank.
Contact Jeff:
865/342.4443 jcagle@trustmeridian.com
 Lisa S. Wade
Senior Plan Administrator
Lisa is responsible for the record keeping accounting system utilized to maintain participant and Plan Sponsor information. She assists clients in plan conversions, special reporting functions, and larger retirement plan reporting.
Lisa joined Meridian in 2001 and has nearly 20 years of retirement plan administration experience. She graduated with honors in finance from the University of Tennessee. She holds the RPA (Retirement Plans Associate) designation, a specialty designation focused on retirement plans from The International Foundation of Employee Benefit Plans (IFEBP).
Contact Lisa:
865/342.4448 lwade@trustmeridian.com
 Jenell Shaddix
Operations Supervisor
Jenell is responsible for all daily account activity. She joined Meridian in 2000 and has over 25 years of trust experience, mostly in operations. Jenell is a graduate of Southern Trust School and has completed several American Banking Association (ABA) courses relating to trusts and investments.
Contact Jenell:
865/342.4445 jshaddix@trustmeridian.com
 Angela Waggoner
Operations Specialist
Angie executes trades for all investment accounts. She is also responsible for opening new brokerage accounts and maintaining relationships with brokerage companies. Angie joined Meridian in 1998 and has over 22 years of operations experience, including 14 years with NASD brokerage firms. Angie holds an associate degree in business.
Contact Angie:
865/342.4460 awaggoner@trustmeridian.com
 Pamela S. Campbell
Retirement Plan Administrator
Pam is responsible for the daily administration of retirement plans. She processes contributions and distributions for a select group of Plan Sponsors. Pam is also responsible for preparing tax forms for the Plan and plan participants. She joined Meridian in 2000 and has over 25 years of related financial experience.
Contact Pam:
865/342.4450 pcampbell@trustmeridian.com
 Connie Miller
Retirement Plan Administrator
Connie has over 30 years of retirement plan experience. She is responsible for the daily administration of retirement plans. She processes contributions and distributions for a select group of Plan Sponsors. Connie is also responsible for preparing tax forms for the Plan and plan participants. Connie earned a degree from the Philippine Women’s University.
Contact Connie:
865/342.4459 cmiller@trustmeridian.com
 Ashley Thomas
Retirement Plan Officer
Ashley works in the Compliance Department of Meridian. She is responsible for the administration of retirement plans, including the accounting for plan transactions.
Ashley graduated from the University of Tennessee with a degree in finance. Ashley has worked in banking since her graduation, most recently as a branch manager at a local bank. Ashley is a member of the Junior League of Knoxville and volunteers for several local charities.
Contact Ashley:
865/342.4447 athomas@trustmeridian.com
 Julie
Bennett
Retirement Plan Administrator
Julie works in the Compliance Department of Meridian.
She processes contributions and distributions for a select
group of retirement plans. She also prepares tax forms and
year end reports for the plans.
Julie graduated from the University of Tennessee at
Martin with a degree in finance and joined Meridian in 2010.
Julie served as a TVA Intern and worked several jobs while
attending college.
Contact Julie:
865/342.4449
jbennett@trustmeridian.com
 Vickie Elam
Trust Assistant
Vickie is responsible for personal trust accounting and reporting. She provides operational support in many areas at Meridian. Vickie joined Meridian in 1999 and has 28 years experience in the Trust and Banking Services industry. She graduated from Knoxville Business College with an associates degree in business.
Contact Vickie:
865/342.4455 velam@trustmeridian.com
 Karan Wilson
Operations Specialist
Karan performs the daily accounting of investment records. She is responsible for all account reconciliation and has been with Meridian since its inception. She has worked in computer operations and office administration in the financial services industry for over 26 years. Karan graduated from Draughons Junior College with an A.B.S. in computer programming.
Contact Karan:
865/342.4446 kwilson@trustmeridian.com
 Richard Jenkins
Information Systems
Ric is the Manager of Information Systems/Network Administrator for Meridian. He has several years of experience in the information technology field and is responsible for the operation and upkeep of Meridian’s network infrastructure, consisting of several servers and desktop PCs, as well as various proprietary software packages. Ric earned his degree in information technology from Fountainhead College of Technology and holds Microsoft and multiple CompTIA industry certifications.
Contact Ric:
865/342.4458 rjenkins@trustmeridian.com
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