First Covenant Trust and Advisors, LLC.

Description

Tommy Greer has more than twenty five years of experience providing accounting and consulting services to a wide variety of clients. Tommy serves as managing partner for Blackburn, Childers & Steagall, PLC.

David has several years’ experience in practice focusing on estate planning and administration for clients of all wealth levels. In addition, he also has tax preparation experience in public accounting, where he focused on individual and fiduciary tax compliance. David is experienced in fiduciary services as well. In his position as Trust Officer for Covenant Trust, he assists grantors and beneficiaries through the administration process, helping them achieve their goals.

During his years of experience, Tommy has served clients in such diverse areas as professional services, manufacturing, construction, wholesale/retail businesses, colleges, and nonprofit entities. He has experience providing the following services: audit and tax, management review and consulting to improve profitability, administrative systems, budgeting, financial long range planning, and organizational studies. He serves on the Board of Elders at his Church and also serves as the Chair of the Finance Committee.

First Covenant strives to achieve a comprehensive understanding of the role we are fulfilling, and the legal and fiduciary responsibilities of that role, whether it is as a Trustee, Executor, Planner, Consultant, or any other relationship. We understand that our role is as a part of a larger team, which, in addition to ourselves and the client, may be composed of investment managers, CPAs, legal counsel, insurance professionals, valuation consultants, bankers and other advisors.

We understand that clients often have long-standing relationships with various professionals such as bankers and financial advisors. As an independent trust company (not a division of a bank), we have chosen not to take an active role in investing assets. This helps us avoid conflicts, and puts us in a unique position to work together with our clients’ bankers, wealth managers and others as members of the client’s professional team.

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