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Team Members

Tim Sugar

Background & Role

Located in our Madison, Wisconsin office, Tim is responsible for the continued growth of Fiduciary Partners throughout the Madison area and Southwestern Wisconsin. With nearly 15 years of estate planning, trust administration, and financial services experience, Tim is well-qualified to assist our trust clients and professional advisors in developing and implementing solutions to a wide range of goals.

Tim’s education and experience as a practicing attorney and trust officer make him a valuable resource to advisor partners in working through legal and practical challenges while determining planning goals. Striving to build strong, personal relationships, Tim pays careful attention to detail and provides clear communication to trust clients and their advisors.

Memberships & Associations

• Member, State Bar of Wisconsin
• Member, Madison Estate Planning Council
• Member, University of Wisconsin Personal Finance Advisory Board
• Member, University of Wisconsin Personal Finance Alumni Network Board
• Volunteer, Ski Patrol
• Member, Mendota Yacht Club
• Member, 4 Lakes Ice Yacht Club

Education

• B.A., Consumer Science, University of Wisconsin – Madison
• J.D., Hamline University School of Law
• Cannon Financial Institute – Trust School Graduate
• Certified Trust and Fiduciary Advisor (CTFA) – Institute of Certified Bankers

Kristi Bartel

Background & Role

Kristi is the lead administrator in the funeral trust division of Fiduciary Partners. She is in regular communication with hundreds of funeral homes and coordinates the financial accounting and reporting for over 20,000 funeral trust accounts. Kristi provides professional and personal service while working diligently to ensure the funeral trusts we administer are operating in accordance with applicable state statutes, regulations, and governing documents. She is also our liaison with the regulators in the states we serve and oversees all account opening and claims processes.

Kristi’s 10+ years of investment industry experience gives her the expertise to provide flexible and innovative solutions to unique trusts. Kristi and her team work hard at producing responsive and high-quality service.

Education

  • B.S., Interpersonal and Organizational Communications, University
    of Wisconsin – Stevens Point

Andrew Klopfenstein

Background & Role

Andrew is responsible for estate and trust settlement in our Brookfield, Wisconsin office, working closely with families and their professional advisors. With a strong foundation in estate planning as well as probate and trust administration, Andrew has the knowledge and background to help our clients navigate all aspects of the settlement process.

His legal background in estate planning and experience with probate and Trust Administration provide Andrew has the knowledge to resolve complex issues that may arise in the settlement process. He provides individualized and compassionate service to our clients, their families, and beneficiaries.

Memberships & Associations

  • Member, State Bar of Wisconsin
  • Member, Greater Milwaukee Foundation Herbert J. Mueller Society
  • Member, Washington County Bar Association
  • Past Member, Greater Milwaukee Foundation Young Professional Advisors Counsel
  • Past Board of Directors – Big Brothers Big Sisters of Washington County
  • Past Board of Directors – West Bend Kiwanis Early Risers

Education

  • B.S., History & Criminal Justice, University of Wisconsin – Parkside
  • J.D., Thomas Jefferson School of Law

Joe Gardetto

Background & Role

Joe is responsible for the administration of personal trust accounts in our Brookfield, Wisconsin location. With nearly 10 years of experience as a tax accountant and in trust administration, Joe’s strong attention to detail and background as a CPA combine to serve our clients and their advisors in a highly responsive manner.

Joe shares our belief that the best trust services are personal, flexible and supported locally. His commitment to providing personal and professional service builds lasting relationships. Joe’s collaborative approach ensures clients realize their legacy goals and maintain relationships with trusted advisors.

Memberships & Associations

  • Wisconsin Institute of Certified Public Accountants (WICPA)

Education

  • B.S., Accounting, Butler University
  • Certified Public Accountant, Wisconsin Board of Accountancy

Adrianna Christopher

Background & Role

Adrianna is responsible for the administration of personal trust accounts in our Brookfield, Wisconsin location. With her legal education, estate planning experience, and commitment to providing exceptional service, Adrianna partners with financial and legal advisors to foster strong client relationships.

Adrianna’s attention to detail and responsiveness give her the tools needed to serve her clients, their families, and beneficiaries thoughtfully and compassionately. She understands each individual and family has unique concerns and provides flexible and innovative solutions for their peace of mind.

Memberships & Associations

  • Member, State Bar of Wisconsin

Education

  • B.A., Political Science and  English Literature, Elmhurst College
  • J.D., Marquette University

Jan Grant

Background & Role

Jan is responsible for the overall development and delivery of services for estate and trust settlement and is a member of our senior management team. She is based in our Brookfield, Wisconsin location and has over 20 years of experience in settlement services and trust administration. Her expertise with complex estates and trusts combined with her attention to detail and responsiveness make her a valued resource for our advisor partners.

With her legal education and extensive background, Jan provides thoughtful and compassionate service to our clients, their families and beneficiaries. Her knowledgeable approach to settlement services allows her to form a highly effective team with investment managers, attorneys and other professional advisors.

Memberships & Associations

  • Member, State Bar of Wisconsin
  • Member, Association for Women Lawyers

Education

  • B.A., Management and Communication, Concordia University
  • Master of Business Administration, Concordia University
  • J.D., Marquette University
  • Certified Trust and Fiduciary Advisor (CTFA) – Institute of Certified Bankers

Ray Moulis

Background & Role

Ray is responsible for leading the company’s continued growth throughout the Southern Wisconsin and Northern Illinois markets and is based in our Brookfield, Wisconsin location. He is well known in the trust industry for his integrity and dedication to helping clients find practical solutions to their planning goals.

With over 30 years of wide-ranging trust and financial experience, including experience in trust administration, business development and trust operations management Ray is well-suited to assist clients and their professional advisors achieve their goals. His legal education combined with his years as a trust officer makes him a valuable resource for our advisor partners.

Memberships & Associations

  • Member, Missouri Bar Association
  • Member, Waukesha County Estate Planning Council
  • Board Member, Birch Creek Music Performance Camp
  • Member, Village of Nashotah, Wisconsin Planning Commission

Education

  • B.A., Political Science and Sociology, University of Kansas
  • J.D., Saint Louis University

Mary Lokensgard

Background & Role

Mary is primarily responsible for the administration of personal trust accounts in our Appleton, Wisconsin location. Before joining Fiduciary Partners, she practiced law for more than fifteen years, working closely with individuals to achieve the best possible outcome for each of them within the legal system. Most recently, she advised and represented clients with a range of estate planning and elder law needs, including planning for individuals with disabilities. Outside of law practice, she worked extensively with non-profit organizations to obtain funding for critical social service programs.

With her broad experience, Mary excels at working with clients and their advisors to manage complex trust relationships. Her unique perspective allows her to help clients find solutions that meet their planning goals. She builds strong relationships with clients and their professional advisors through her compassionate approach, focus on good communication, attention to detail, and timeliness.

Memberships & Associations

  • Member, State Bar of Wisconsin

Education

  • B.A., Government, Smith College
  • J.D., University of Wisconsin

Shawn Bolender

Background & Role

Shawn is primarily responsible for the administration of personal trust relationships in our Brookfield, Wisconsin office. He has over 30 years of experience managing complex trusts and estates throughout the Midwest. His client centered approach, high level of organization and professional service help clients develop practical solutions for a wide range of goals.

With his legal education and background in trust administration, Shawn partners with clients and their investment managers, attorneys and other advisors forming a highly effective team to provide personal and timely service.

Memberships & Associations

  • Member, Milwaukee Estate Planning Forum
  • Member, State Bar of Wisconsin

Education

  • B.B.A., Business Pre-Law and Management, Ohio University
  • J.D., Marquette University Law School
  • Certified Financial Planner™

Kris Snyder

Background & Role

Kris is responsible for trust and estate settlement and works closely with family members and beneficiaries to provide compassionate and timely service. With more than 28 years of experience in trust administration and settlement services she partners with legal advisors, investment professionals, accountants and other interested parties to guide families through a difficult time in their lives.

Kris brings a strong background in trust and estate settlement and the recognition of the uniqueness of each family situation to Fiduciary Partners. Her commitment to providing personal and professional service fosters strong relationships with our clients and their advisors.

Education

  • Associate Degree, Business, Fox Valley Technical College
  • Cannon Financial Institute – Continuing Education Programs