Member Type: Our Officers
Nina Fillis
Background & Role Nina is responsible for administering a variety of complex trusts in our Brookfield office. Her expertise encompasses over 20 years within the financial services industry, including more than 12 years specializing in trust administration. Prior to joining Fiduciary Partners, Nina served as Director of Trust Services at an out-of-state trust company, where…
Brandon Seifert
Background & Role Located in our Brookfield, Wisconsin office, Brandon is responsible for the administration of a variety of personal trust accounts. Prior to joining Fiduciary Partners, Brandon spent several years with a large trust company serving high net worth clients in Arizona. Brandon’s experience in estate settlement and trust administration allows him to provide…
Sara Tubbs
Background & Role Sara is located in our Madison, Wisconsin office. She is responsible for guiding beneficiaries and family members through the trust and estate settlement process with compassion and skill. Sara strives to provide excellent service as she works closely with investment advisors, attorneys, accountants, and other professionals to ensure compliance with legal and…
Hannah Frontier
Background & Role Located in our Brookfield, Wisconsin office, Hannah is responsible for the administration of personal trust accounts. Hannah’s legal education and background in estate planning coupled with her thoughtful approach enables her to provide exceptional service to our clients and their families. Hannah is dedicated to working with clients, financial advisors, and legal…
Toni Schmidt
Background & Role Toni is responsible for the administration of 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. Working in the financial planning…
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…
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…
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…
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…
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…