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Insights and Updates

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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