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Executive Team

Matthew C. Jennings

Matthew C. Jennings - Co-Founder and CEO

Matt Jennings is the CEO at Kingdom Trust, where he has propelled the company into the digital asset market as the first qualified custodian of cryptocurrencies. 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.

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.

Jason Anderson

Jason Anderson - President

Prior to joining Kingdom Trust, Jason had more than seventeen years of experience in accounting with his practice focused primarily on business consulting, corporate tax, business valuations, dispute resolution and white-collar crime. He has earned several certifications including certified public accountant (CPA), certified valuation analyst (CVA), certified fraud examiner (CFE), certified internal auditor (CIA) and chartered global management accountant (CGMA).

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 - General Counsel

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.

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 20 years of experience in the custody and financial services arena.  Tara was an early advocate for self-directed multi-asset retirement offerings, and the lead advocate for the creation of Kingdom’s strategy and implementation of crypto custody.  She is an active participant in the crypto ecosystem, speaking and writing on the topic at conferences, events, and in social media.  Her experience and expertise include institutional and retail products across the broad custody landscape, with particular focus on the regulatory and technological interface points which are key elements of the Kingdom ecosystem approach.  Tara is also adept at designing and implementing mutually advantageous strategic relationships.

Katelyn Henson

Katelyn Henson - Senior Vice President, Education & Development

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 and later assuming the role of Vice President of Marketing, where she was responsible for the company’s social media, CRM, branding and marketing strategies.

Daniel Haulk

Daniel Haulk - Senior Vice President, Operations

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.

Kelly Jennings

Kelly Jennings - Event Planner

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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