Theresa de Leon is the National Director of Sales. Theresa and the sales team are focused on deepening relationships with RIA firms, brokerage houses, centers of influence, and Kestra holdings-associated partners. Theresa received her Juris Doctor from NY Law School, her master’s in accounting from NYU, Stern School of Business Administration, and her Bachelor of Arts in Economics from Yale University. She joined Arden in 2022 and brings over 20 years of experience in trust services and wealth management.

John Rothchild is a sales executive at Arden Trust Company with 15+ years of experience in sales, management, and trust planning. Joining Arden in 2020, he previously worked at Securian Trust Company as Senior Wealth Management Counsel. John holds a JD from the University of Saint Thomas, an MBA from Metropolitan State University, and a BA from the University of North Dakota. He is a Minnesota State Bar member and adjunct faculty.

Jon Lucas is a sales executive with over 20 years of experience in Relationship Management, specializing in Trusts and Estates. He joined Arden Trust in 2024, where he focuses on developing partnerships with financial advisory firms to enhance their trust services. Previously, Jon was a Senior Relationship Manager at Huntington Private Bank and a Relationship Manager at JPMorgan. He holds a Juris Doctor from Capital University Law School and a Bachelor of Arts from the University of Vermont.

Tim Niemiec is a sales executive for Arden Trust Company.  His diverse background includes 25 years of experience in Wealth and Trust Management, Banking, Tax, and Investments. He provides solutions for clients facing complex planning situations. Tim currently holds the CTFA designation through the American Bankers Association and joined Arden Trust in 2022.

Josh Moore is a sales executive at Arden Trust. He focuses on developing new business relationships and networking with RIAs, financial advisors, CPAs, attorneys, and Kestra Holdings-associated partners to help them leverage our trust services. Josh graduated from Arizona State University with a Bachelor of Science in Business Administration and earned his Master’s in Financial Planning from the University of Georgia. Josh joined Arden in 2022 and, as a former advisor, brings more than 15 years of experience in financial services and wealth management.

Osvaldo is a Sales Associate at Arden Trust Company. He focuses on building trustworthy relationships with our new financial advisor partners nationwide. As one of the first engagement points for our new partners, Osvaldo facilitates the onboarding, documentation, and approval processes to help them hit the ground running. Osvaldo has experience in administrative management, bookkeeping, and accounting.