Insights and Updates
Mitchell Peters Earns CTFA Designation
February update, 2023 (Appleton, Wisconsin) – Fiduciary Partners Trust Company today announced Mitchell Peters has earned the Certified Trust and Fiduciary Advisor (CTFA) designation from the Institute of Certified Bankers, a subsidiary of the American Bankers Association. Mitch has B.S. degrees in Finance & Accounting from UW-Oshkosh and is a valued Trust Officer within our…
Fiduciary Partners Announces Promotion
February update, 2023 (Brookfield, Wisconsin) – Fiduciary Partners Trust Company is pleased to announce that Andrew Klopfenstein has been promoted to Assistant Vice President – Estate and Trust Settlement. Andrew has over 10 years of legal experience with an emphasis in Estate Planning and Trust Administration. Andrew earned his bachelor’s degree in History & Criminal…
Shawn Bolender to Retire
April 25, 2022 (Appleton, Wisconsin) – Fiduciary Partners Trust Company announced today that Shawn Bolender will retire April 29, 2022. Shawn has dedicated his career to personal trust administration, and for more than 30 years has been helping clients achieve a wide range of goals. His thoughtful, gentle, and client-centered approach to decision making, combined…
Fiduciary Partners Announces Promotions
April 18, 2022 (Appleton, Wisconsin) – Fiduciary Partners Trust Company is pleased to announce that Jaci Kohlman has been promoted to Assistant Vice President – Personal Trust Administration and Kris Snyder has been promoted to Vice President – Estate and Trust Settlement. Jaci has over 17 years of experience in the financial services industry. She…
Fiduciary Partners Trust Company Announces Two New Shareholders
January 18, 2022 (Appleton, Wisconsin) – Fiduciary Partners Trust Company, the only privately owned trust services company of its kind in the state of Wisconsin, is pleased to announce that Tim Sugar, Vice President and Terry Bruhn, Risk and Compliance Manager have become shareholders of the firm. Tim was hired in 2021 to bring depth…
Kathy Perdzock to Retire
December 1, 2021 (Appleton, Wisconsin) – Fiduciary Partners Trust Company announced today that Kathy Perdzock will retire effective December 31, 2021. As one of the founders and original shareholders of Fiduciary Partners Trust Company, Kathy’s role within the organization always stretched far beyond her duties as leader of the Trust Operations team. Kathy’s career in…
Russell Wood Joins Fiduciary Partners Trust Company
September 20, 2021 (Appleton, Wisconsin) – Fiduciary Partners Trust Company, the only privately owned trust services company of its kind in the state of Wisconsin, is pleased to announce that Russell Wood has joined the firm as Vice President. Working from its Appleton, Wisconsin office, Russ will be responsible for expanding Fiduciary Partners’ personal trust…
Celebrating 20 Years
This week Fiduciary Partners Trust Company celebrates its 20th anniversary. What began as a unique idea between co-founders Kathy Perdzock and Pete Rogers has since bloomed into a successful firm comprised of 40 employees, 3 locations, and $1.5B in AUA. Throughout the decades, we have had the pleasure to work with thousands of clients, investment…
“I Need Help to Help My Mother”
The Problem: Cheryl Jones needs to simplify her life. Cheryl and Bob’s oldest child is now in college and the other two are in high school. Cheryl and Bob are grateful to have good jobs given the current economy – however, the last few years have been very demanding at work. Cheryl’s father is deceased…
Make a Will Month
August is “National Make a Will Month” We have recently discussed corporate fiduciaries, special needs trusts, and the differences and similarities between wills and revocable trusts. Although August is officially “National Make a Will Month,” we wanted to highlight the importance of estate plans – not just wills. For today’s post we have compiled a…