Our Team

Local people you know and trust.

The BankPlus Wealth Management Team offers a vast amount of experience and knowledge in investment management, financial planning, trust administration and retirement services.  We work with you as a team to deliver the financial tools and services your evolving life requires.

Investment Management

Tony Edwards - CFA, CPA

  • President
  • Wealth Management Group
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James Clark - CFA, CFP®

  • Senior Vice President
  • Wealth Strategies Manager
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Andrew Hoeniges - CFA

  • First Vice President
  • Wealth Strategist
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Spencer Pipitone, CFA

  • Vice President
  • Wealth Strategist
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Trust and Estate Administration

Jeffrey Lohmeier - CTFA

  • Senior Vice President
  • Wealth & Fiduciary Manager
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Patti Daly - CTFA

  • Senior Vice President
  • Wealth & Fiduciary Advisor
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Julia Ott

  • First Vice President
  • Wealth & Fiduciary Advisor
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Ed Egger

  • First Vice President
  • Wealth & Fiduciary Advisor
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Maeve Beard

  • First Vice President
  • Wealth and Fiduciary Advisor
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Nathan Lucas - JD, CTFA

  • Vice President
  • Wealth & Fiduciary Advisor
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Lee Laird - CTFA

  • Vice President
  • Wealth & Fiduciary Advisor
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Matthew West

  • Vice President
  • Wealth & Fiduciary Advisor
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Frank Smith - Fairhope, Al

  • Vice President
  • Wealth & Fiduciary Advisor
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Sam Bruner - New Orleans, LA

  • Vice President
  • Wealth & Fiduciary Advisor
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Matt LaRochelle

  • Assistant Vice President
  • Wealth & Fiduciary Advisor
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Jessica Horne

  • Wealth & Fiduciary Officer
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Sara Kate Rushing

  • Wealth & Fiduciary Associate
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Retirement Plan Consulting and Administration

Jason Chapman - AIF, QPFC, QPA, ERPA

  • Senior Vice President
  • Retirement Plan Wealth Manager
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Phyllis Saxton - CRSP

  • Assistant Vice President
  • Retirement Plan Wealth Advisor
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Trust Operations

Paula Spurgeon - CSOP

  • Senior Vice President
  • Director of Fiduciary Operations
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Michelle Jenkins

  • Vice President
  • Fiduciary Operations Manager
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Twiggy Hayes

  • Fiduciary Operations Officer
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Michaela Thames

  • Fiduciary Operations Associate
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Compliance | Quality Assurance

Patricia Martin - CFIRS®

  • Assistant Vice President
  • Wealth & Fiduciary Compliance Manager
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Patti Fanning

  • Assistant Vice President
  • Wealth & Fiduciary Quality Assurance Supervisor
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Investment Services Are: