Gregory W. Kasten, M.D., has been Chairman, President and CEO of Unified Trust Company, National Association and its predecessor company since he founded it in1985. Following graduation from Southern Illinois University School of Medicine in 1980, he completed an internal medicine internship and anesthesiology residency at the University of Kentucky Medical Center and is a board certified anesthesiologist. He received a master of business administration degree with an emphasis on finance and investment management from the University of Kentucky. Dr. Kasten was awarded the Accredited Investment Fiduciary Analyst™ designation by the Center for Fiduciary Studies. The Denver College of Financial Planning awarded him the Certified Financial Planner™ designation. The American Society of Pension Actuaries awarded him the Certified Pension Consultant designation. He has published more than seventy-five papers on financial planning and investment-related topics in various financial and business journals; written two editions of the book Retirement Success; and in 2005 he co-authored the first place winning paper entitled: "Post Modern Portfolio Theory" and presented the paper at the Financial Planning Association national meeting. Dr. Kasten has given dozens of lectures on fiduciary best practices to pension professionals and Federal banking regulators. In 2007-2009, Medical Economics listed Dr. Kasten as one of "The 150 Best Financial Advisers for Doctors" in the country. In 2011 Dr. Kasten was inducted into the Advisor Hall of Fame by Research Magazine.
Christopher Anderson graduated from William Jewell College in 1975 with a degree in Business Administrations and Political Science. He went on to complete his master's degree in Accounting in 1979. Mr. Anderson joined the accounting firm of Barr, Anderson & Roberts, PSC (formerly known as 'Barr and Taylor') in 1977. His areas of practice focus primarily on taxation compliance and planning for businesses, fiduciaries and individuals. He also specializes in consulting, providing services such as forensic accounting, business valuations, merger and acquisitions, and estate and exit planning. Additionally, Mr. Anderson provides litigation support as well as expert testimony in Federal and Fayette Circuit Courts regarding commercial damages, contract disputes and marital dissolution. He is a Certified Public Accountant, Certified Valuation Analyst, Certified Business Appraiser, certified in Financial Forensics and accredited in Business Valuation.
Jack Brown has over 30 years' experience as a financial officer in financial institutions. After receiving his bachelor and master degrees in accounting from the University of Kentucky, he joined a Lexington, Kentucky bank rising to its chief financial officer. In 1988 Mr. Brown helped form Cardinal Bancshares, Inc., a $700 million multi-bank holding company located in Lexington, serving as its chief financial officer until 1998. In 1998 he helped form Unified Banking Company, a wholly-owned subsidiary of Unified Financial Services, Inc. and in 2002 he became the chief financial officer for Unified Trust Company. In 2011 Mr. Brown became the chief risk officer responsible for developing and maintaining a process for identifying, accessing, reducing, monitoring, controlling and reporting key business risks that might impair the achievement of the company's goals and objectives.
David R. DeMarcus, has served as a director since 2004. Mr. DeMarcus graduated from the University of Kentucky in 1966. After graduation, he immediately entered the U.S. Army, in which he served from 1966 to 1968, including one year of service in Vietnam. From 1968-1970, Mr. DeMarcus was employed by the Commonwealth of Kentucky, Department of Finance, as the Director of Data Processing for the entire state. From 1970-1997, he served as the President and Chief Executive Officer of Lexington Granite Co. Inc., a retail and wholesale distributor of memorials, with twenty-seven retail offices in Kentucky, manufacturing plants in Lexington, Kentucky and Georgia, and granite quarries in Georgia and North Carolina.
John Jenkins, M.D. graduated from the Massachusetts Institute of Technology in 1984 with a degree in Electrical Engineering and Computer Science. From there he entered Medical School at the University of Virginia. Following graduation in 1989 from UVA, he completed a residency in Anesthesiology at the University of Florida from 1989 to 1993. After completion of training, Dr. Jenkins moved to Lexington, Kentucky to practice anesthesia. He began his practice with Anesthesia Associates at Saint Joseph Hospital in Lexington. During his tenure there, he held several offices on the Board of Directors and served as President of the group from 2003 to 2008. He remains an actively practicing Board Certified Anesthesiologist. Currently, Dr. Jenkins serves as Vice President of Commonwealth Anesthesia, a medical group practicing in 11 hospitals in Kentucky including UK Good Samaritan in Lexington. He has been a customer of Unified Trust and a shareholder in Unified Financial Services since its beginning.