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Executive Team

Matthew C. Jennings

Matthew C. Jennings - Co-Founder and CEO

Matt Jennings leads the executive team at Kingdom Trust. In 2009, Matt co-founded SBG 1320, LLC, the parent company of Kingdom Trust. A Certified General Real Estate Appraiser and licensed agent, Matt manages a multimillion-dollar real estate portfolio. Matt’s interest in investing in real estate and other alternative assets led him to co-found Kingdom Trust and ultimately to propel the company into the digital asset market as the first qualified custodian of cryptocurrencies.

Charles Ives

Charles Ives - President

Charles “Bo” Ives is President of Kingdom Trust and has been with the company since its inception. As the company’s first Chief Operating Officer, Bo was instrumental in starting the firm, building critical processes and procedures and putting the necessary systems in place to complete the day-to-day work for its clients. Bo has over 15 years of experience in the self-directed retirement industry. Before joining Kingdom Trust, Bo served as Assistant Vice-President of Sterling Trust Company in Waco, Texas. He currently serves on the Kingdom Trust Board of Directors.

Lisa Tabers

Lisa Tabers - Chief Operating Officer

Lisa Tabers is the Chief Operating Officer at Kingdom Trust. Before joining Kingdom Trust, Lisa spent over a decade in the inhalation pharmacy business, with over half that time spent as pharmacy manager. She has been with Kingdom Trust since its inception in 2010, starting out in client services and later managing billing and other operational processes. Knowing the key responsibilities and processes of each department, Lisa has played an integral role in the growth of Kingdom Trust.

Tim Kuhman

Tim Kuhman - Chief Compliance Officer

Tim Kuhman brings over 10 years of experience in the self-directed retirement industry. His career in the field began with a role as General Counsel for Equity Trust. Tim helps develop the policies and procedures necessary to keep Kingdom Trust compliant with rules governing a highly regulated industry. Others in the industry often seek his guidance and expertise on Self-Directed IRAs, and he is a frequent guest on webinars and national seminars where he speaks on the rules and regulations governing Self-Directed IRAs, prohibited transactions, and structuring deals that comply with those rules.

Luke Crawford

Luke Crawford - Chief Financial Officer

Luke Crawford joined Kingdom Trust with a background in financial and risk management across several industries. He is a certified public accountant (CPA) and started his career with the audit practice of Ernst & Young in Cleveland, Ohio. He also served in the Internal Audit and Operational Risk Management capacity for Third Federal Savings & Loan in Cleveland and as Director of Finance for the City of Murray, KY.

Scott Foster

Scott Foster - Senior Vice President, Institutional Custody

Scott Foster has spent over 30 years in financial services, with 25 years spent in the investment advisory business. His tenure includes time served as a registered representative to high net worth clients with several investment firms and the senior relationship person for many of the largest US institutional equity clients at ABN Amro, DLJ, Credit Suisse, and Susquehanna International Group in the capital markets division.

Tara Bogard

Tara Bogard - Senior Vice President, Business Development

Tara Bogard has over 15 years of experience in the customer service industry. Her passion for helping others is the driving force behind her hard work and dedication. At Kingdom Trust, Tara specializes in developing and implementing growth opportunities within and between organizations and new business strategy and solutions.

Jeremy Byars

Jeremy Byars - Senior Vice President, Communications & Education

Jeremy Byars has over 15 years of experience in communications, writing and education, having spent much of his career as a freelance writer, editor and consultant. After completing two graduate degrees and teaching at the university level, Jeremy spent six years in mid- and upper-level management roles with national textbook companies and now leads all internal and external communications and education, as well as special projects, for Kingdom Trust.

Summer Grogan

Summer Grogan - Senior Vice President, Operations

Summer Grogan has nearly 20 years of customer service experience. Summer spent almost 15 years in the home medical equipment industry, 11 of those managing two departments. Before joining Kingdom Trust, she worked for the City of Murray for two years as Planning Community Coordinator.

Daniel Haulk

Daniel Haulk - Senior Vice President

Daniel Haulk joined Kingdom Trust after nearly a decade of roles ranging from Restaurant Manager to a Senior Personal Loan Specialist. Prior to his current position with the firm, Daniel used his knowledge and experience in operations management, business development and client service as Operations Manager for Kingdom Trust.

Katelyn Henson

Katelyn Henson - Vice President, Marketing

Katelyn Henson began her career juggling college coursework with job responsibilities ranging from customer service to promotions and public relations. She joined Kingdom Trust as part of its Operations team and quickly rose through the ranks, joining the Communications & Education team as Associate Marketing Coordinator and later assuming the role of Vice President of Marketing, where she is responsible for the company’s social media, CRM and marketing materials and strategies.

Kelly Jennings

Kelly Jennings - Director of Personnel and Executive Affairs

Before joining Kingdom Trust, Kelly Jennings managed multiple rental properties and assisted in the design and interior decorating of many custom-built real estate properties. Kelly began her career with Kingdom Trust in the Transfer Department, assuming the role of Department Manager after a year with the firm. She has since assumed the role of Director of Personnel and Executive Affairs.

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