MEET OUR TEAM
Trustway's mission is to help provide our clients with complete financial peace of mind. Our philosophy focuses on relationships, respect, commitment, confidence and expertise. Our strategies focus on accumulation, distribution, protection and performance. We focus on the big picture for our clients by considering all aspects of legal documents, estate planning, taxes, investments, debt, savings, insurance and personal goals to ensure each client has a comprehensive and customized plan.
DAVID HALL, PRESIDENT
David Hall is President and Founder of Trustway in Hoover, AL. He is a well-known financial educator in central Alabama. His passion is to assist his clients in achieving the goals and objectives that are most important to them and their family by integrating all areas of planning, which consist of estate, financial, insurance, tax, income strategies and money coaching. Over the years, David has counseled thousands of clients to find ways to preserve their capital, increase their income and more profitably organize their lives.
David has been in the financial services business for over twelve years. He speaks to individuals and groups all over Alabama covering timely topics of concern. Additionally, David has trained over 950 advisors nationwide on the fundamentals of financial and insurance planning and wealth management strategies. David is active in the community as a Board of Trustees member of the Hoover Chamber of Commerce, a member of the Hoover Chamber Economic Development Committee, a Christian-based Financial Education Small Group Leader and a Pre-Marital Financial Counselor.
SAMANTHA HALL – DIRECTOR OF OPERATIONS AND CO-FOUNDER
Samantha Hall is Director of Operations of Trustway. Samantha brings Trustway the expertise and insight needed to successfully manage the firm's operations. Samantha is responsible for marketing, public relations, coordinating public and private speaking events as well as coordinating client events. In addition, her responsibilities include overseeing many of the firm's day to day operations.
Samantha is an active member of the community. She is an Ambassador for the Hoover Chamber of Commerce, a member of the Events Planning Team at Church of the Highlands and a regular contributor and speaker at St. Vincent's East Bariatric Support Group.
CHARLOTTE BOROP-TORRES
Charlotte Borop-Torres is Office Administrator for Trustway. She has been in the insurance and financial services industry for more than 25 years and specializes in life and health insurance, as well as, achieving the CSA and CLTC designations. Charlotte has extensive experience in insurance contracts both group and individual, and working with seniors. Her main responsibilities are overseeing day- to -day office affairs and working with clients on insurance needs. Over the years, she has been a trainer and Consultant for employees learning the insurance business and office routines. Charlotte believes in the importance of customer service and satisfaction and strives to make clients feel comfortable when they enter our office.
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