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Your Wealth Management Team

Personal Trust

Your experienced Wealth Management TEAM at Old Point Trust & Financial Services is dedicated to nuturing your individual financial goals.

C. Kay Alligood

C. Kay Alligood

Senior Vice-President & Chief Administrative Officer
Kay has over 34 years experience in the financial service industry, with 26 of those years in trust and wealth management sector. She manages the personal trust division and is a graduate of Cannon Trust School and Cannon Personal Trust Advanced Administration School. She is a member of the Peninsula Estate Planning Council. Kay resides in Carrollton with her husband.
 
Karen A. Compton, PFP

Karen A. Compton, PFP

Vice President & Trust Administrative Officer
Karen has over 30 years experience in trust and estate administration. She is a graduate of Cannon Financial Institute. She also attended Old Dominion University where she was certified as a Professional Financial Planner. Karen resides in Williamsburg.
 
S. Patricia Meir, CTFA

S. Patricia Meir, CTFA

Vice President & Trust Administrative Officer
Tricia has over 14 years of experience in the financial services industry, with 10 of those years in the wealth management arena. She graduated with honors from Cannon Trust School and has a B.S. in Finance and a CTFA. She is currently pursuing her certification in financial planning. Tricia is a member of the Peninsula Estate Planning Council. She resides in Newport News.
 
Robert T. Cowling, CLU

Robert T. Cowling, CLU

Vice President & Trust Administrative Officer
Rob has over 30 years experience in the financial services industry. He is a board member of the Peninsula Estate Planning Council and a member of a local Chartered Life Underwriter group. He resides in Newport News with his wife.
 
S. Patricia Meir, CTFA

Anna M. Phelps

Vice President & Trust Administrative Officer
Anna has over 20 years experience in the financial services industry, all of those served in various positions within the trust arena. She is a graduate of the Cannon Financial Institute’s Trust Program and the Southeastern Trust School of Campbell University. Anna is currently pursuing her CTFA designation and is a member of the Hampton Roads Estate Planning Council. She lives in Portsmouth with her husband and two sons.