Meet Your Team

Mike founded FirsTrust in 1995 and leads the firm's trust and estate practice. A Certified Financial Planner® with a JurisMaster in Law and 40 years of experience.

Chris is a CFA charterholder with 33+ years of investment experience spanning institutional trading, arbitrage, and private client management. He co-hosts the Investors First Podcast.

Bill serves as President and Business Manager of FirsTrust, overseeing the firm's day-to-day operations. He is often the first voice to welcome prospective clients to the firm.

Brian is a Certified Financial Planner® and Chartered Financial Consultant with an MBA and 17 years of planning experience.

Elayne holds three degrees, four certifications (CFP®, CLU, ChFC, CDMM), a Master of Taxation, and 34 years of tax strategy experience.

In 1999, Shelly constructed the firm’s independent operations platform. Today, she leads the Advisory Committee that oversees best practices and quality control.

Dan is a lifelong Floridian with over 37 years of experience helping clients achieve their financial goals through disciplined investment management.

Susie, the firm’s first employee, now serves as Chief Administrative Officer, offering 40+ years of administrative expertise and a warm smile to visiting clients.

Kailey, our Operations Coordinator, keeps the engine running behind the scenes, managing investment data, consolidated reporting, and workflows across the firm.

Melody serves as Cybersecurity Officer, backed by two CS degrees, a CISM, and 38 years’ experience.