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Denise M. Penz

Partner, Chief Executive Officer of The Preferred Legacy Trust Company

Direct: 740.962.7076
Mobile: 740.338.0611

Denise serves as the Chief Executive Officer of The Preferred Legacy Trust Company, the trust and estate administration wing belonging to the CRI Family of Companies. In addition to her time spent serving in the U.S. Navy, her tenured history of more than 25 years of experience in the trust and banking leadership arena, including wealth management, lending, mergers and acquisitions, private banking, and brokerage, make Denise the ideal figure to lead The Preferred Legacy Trust’s strategy and client service offerings.

Years of Experience



West Liberty University, Bachelor’s
Wheeling University, Master’s

Professional & Civic Leadership

A Special Wish, Ohio Valley Chapter
Capital Campaign Chairman, YWCA, Wheeling, WV
West Liberty University Foundation Board
Women’s Impact
Women’s Giving Circle

I am a doting grandmother.