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Member Type: Our Officers

Forrest Fuller

Forrest Fuller

Background & Role Forrest is responsible for administering a wide range of personal trust relationships in our Madison, Wisconsin office. He provides compassionate, thoughtful trust services to our clients and creates strong partnerships with their trusted advisors. Prior to joining Fiduciary Partners, Forrest worked as a paralegal, legal manager, and IT specialist at two law…

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Tori Simon

Tori Simon

Background & Role Tori is responsible for administering a number of personal trust relationships in our Appleton, Wisconsin office, including a number of irrevocable life insurance trusts. She brings a welcoming presence when establishing relationships with new clients, and applies a compassionate, client-focused approach to her account administration. With over 12 years of administrative support…

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Jorge Aguilar Segura

Jorge Aguilar Segura

Background & Role Jorge is responsible for the administration of personal trust accounts in our Brookfield, Wisconsin location. Jorge has spent over 13 years in the trust administration field, with a particular emphasis on special needs trust planning. His wealth of experience is ideally suited to working alongside our organization’s clients and their professional advisors….

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Mitch Peters

Mitchell Peters

Background & Role Mitch works in our Appleton location and is responsible for guiding family members and beneficiaries through the complex process of trust and estate settlement. Mitch works closely with attorneys, investment advisors, accountants, and other professionals to simplify the intricate settlement process. Prior to joining Fiduciary Partners, Mitch spent over four years handling…

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Russ Wood

Russell Wood

Background & Role Russ is responsible for the overall development and growth of Fiduciary Partners’ services in Northern Wisconsin and the surrounding region.  His extensive experience throughout multiple jurisdictions and within multiple roles in the trust industry makes Russ well suited for this role. With over 30 years of experience in administering trusts, complex estate…

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Tim

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. Tim has over 17 years of estate planning, trust administration, and financial services experience. He uses his expertise to assist our trust clients and professional advisors in developing and…

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Kristi

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…

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Andrew Klopfenstein

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.  Andrew’s legal…

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Joe Gardetto

Joe Gardetto

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

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Adrianna Christopher

Background & Role Adrianna is responsible for the administration of personal trust accounts in our Brookfield, Wisconsin location. She brings a legal education, estate planning experience, and commitment to providing exceptional service to our organization. Adrianna partners with financial and legal advisors to foster strong client relationships.  Adrianna’s attention to detail and responsiveness give her…

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