About TMN

The Leader in Trust Operations

Our goal is to change the way people think about outsourcing. By aligning your organization with best in class technology, services, and people, you can focus on what matters most – growing and serving your trust clients. We perform a comprehensive variety of trust operations from Securities, Disbursements, and Held Away Custody Processing, to asset Reconciliation, system training, and much more. We have partnered with multiple trust technology platforms and offer multiple servicing models – giving you the power to choose what works best.


We put people first


We act with integrity


We are accountable


We strive for excellence

Who We Serve

We serve a wide range of trust organizations nationwide. The following are some of the types of clients we partner with to help:

  • Independent Trust Companies
  • Trust Departments
  • Directed / Delegated Trust Companies
  • Start-Up Trust Companies (De-novo)
  • Family Offices
  • 40+

    Active Clients

  • 40B+

    Over 40 Billion
    Assets Serviced

  • 20k


  • 21

    States in the USA
    (in 4 time zones)


Our People

Edward (Eddie) Phillips


Ryan Phillips

Chief Executive Officer

Yavonda Schaefer

President & COO

Nicole Ramer

VP & Director of Production Services

Steve Fosmire

VP & Director of Information Technology

Shannon Lawrence

Manager of Client Services for InnoTrust and HWA

Lisa Wymer

Manager of Client Services for Charlotte

Tiffany Jeurissen

Shadow Processing Manager – InnoTrust

Kara Fitch

Shadow Processing Manager – Charlotte

April Williams

Securities Processing Manager

Amanda Ehr

Marketing and Employee Relations Manager

Our Partners

Alliances that drive success

Trust Management Network is exactly what our name implies – a network of industry-leading companies that have been carefully selected to amplify our offerings. With Trust Management Network as your outsourcing partner, you not only benefit from our extensive firsthand experience in the Trust arena – you also have access to the expertise and resources of well-respected professionals throughout the industry.

These strategic partnerships enable Trust Management Network to provide comprehensive, up-to-date Trust services for our clients, while maintaining the integrity of our company’s business strategy. Our key business partners include:

Technology Partners

Custody Providers