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Insights and Updates

“They’ll Help Me Settle Dad’s Estate”

The Problem: Jill was perplexed.  She had just gotten off the phone with Robert, her father’s attorney.  Her father had passed away a week before and Jill had just returned home from the funeral 200 miles away, not for a lack of things to do at her father’s home, but because her own business was…

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Nespodzany Retirement

October 30, 2020 (Appleton, Wisconsin) – Fiduciary Partners Trust Company announced today that Bev Nespodzany will retire effective October 30, 2020. Bev has served the banking and trust industry in Northeast Wisconsin for 53 years, working side-by-side with Steve Truchinski for over 35 years. As a Trust Administration Specialist, Bev built a special relationship with…

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Baumgartner Promotion

August 13, 2020 (Appleton, Wisconsin) – Fiduciary Partners Trust Company is pleased to announce that Amber Baumgartner has been promoted to Vice President of Operations. Amber has been a vital team member since joining the firm in 2008. As Vice President of Operations, she will be overseeing and leading members of our operations department. Her…

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New Shareholder Announcement

July 6, 2020 (Appleton, Wisconsin) – Fiduciary Partners Trust Company is pleased to announce Mike Sessa, Vice President and Market Manager has become a shareholder for the firm. Mike made an immediate impact on the team when joining in 2018, adding almost 20 years of experience in trust administration, financial services and estate planning for…

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Gamble Retirement

June 30, 2020 (Appleton, Wisconsin) – Fiduciary Partners Trust Company announced today that Dick Gamble will retire effective June 30, 2020. Dick’s career in trust department management, estate planning, and estate and trust settlement spans over 30 years, as a practicing attorney and as a trust company manager. In the last 13 years with Fiduciary Partners,…

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Stark Retirement

May 14, 2020 (Appleton, Wisconsin) – Fiduciary Partners Trust Company announced today that Ann Stark, Vice President, will retire effective May 27. Ann’s career in trust services started more than 25 years ago and she joined Fiduciary Partners in 2009. During her tenure, Ann implemented Fiduciary Partners’ trust and estate settlement services and served as…

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Kostka Retirement

April 23, 2020 (Appleton, Wisconsin) – Fiduciary Partners Trust Company today announced Nancy Kostka, Vice President, will retire at the end of April. Kostka joined Fiduciary Partners in 2015 as the second member of our Brookfield team and has been instrumental to our growth in Southern Wisconsin and Northern Illinois. During her tenure, the Brookfield…

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Haworth and Mislinski Promotion

March 31, 2020 (Appleton, Wisconsin) – Fiduciary Partners Trust Company today announced Brennan Haworth and Melissa Mislinski have been promoted to Vice President. Brennan is a Shareholder and Director with the firm and is responsible for the administration of personal trust account relationships. Prior to joining Fiduciary Partners, he gained broad experience as a practicing…

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“We’re Not Happy with our Current Trustee”

The Problem: Doug and Nancy Perkins recently went to see Greg Jones, their financial advisor, for their annual financial review.  Doug and Nancy have worked with Greg for three years and have been very pleased with his advice and investment approach.  Doug and Nancy look forward to these annual meetings as an opportunity to discuss…

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