Celebrating 25 years of trusted service. Read More >
Member Type: Our Officers
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…
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…
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…
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 achieve their goals. Ray brings over 30…
Kris Snyder
Background & Role Kris is responsible for estate and trust settlement and works closely with family members and beneficiaries to provide compassionate and timely service. She has over 28 years of experience in trust administration and estate settlement services. By partnering with legal advisors, investment professionals, accountants, and other interested parties, Kris assists in guiding families through difficult times…
Jacqueline Kohlman
Background & Role Jaci administrates multiple personal trust relationships in our Appleton location. She welcomes and establishes relationships with many of our new clients who appreciate her thoughtful and compassionate approach. With over 13 years of experience in the financial services industry, Jaci has a broad background well suited to trust administration. Jaci’s focus on…
Terry Bruhn
Background & Role Terry leads the internal processes for the firm’s management of risk and compliance relating to legal, administrative, regulatory, and information security matters. He works closely with senior management on our continued adherence to the highest standards of safety and compliance with legal and regulatory requirements. Terry’s legal background and experience as a…
Michael Sessa
Background & Role Mike manages our Brookfield location as well as the Southern Wisconsin and Northern Illinois markets. In addition, he is responsible for the administration of several personal trust relationships and is a member of our senior management team. Mike has over 20 years of experience which include; trust administration and management, financial services, estate planning…
Jan Breitbach
Background & Role Jan is responsible for overseeing various business-related functions for Fiduciary Partners in our Appleton, Brookfield, and Madison locations. She is a member of our senior leadership team and works closely with the President in administering daily business operations within our offices, which includes finance, facilities, and human resources. She also provides leadership…
J. Robert Ellis
Background & Role Bob is responsible for the overall development and delivery of personal trust services and manages our personal trust administration team. He has over 25 years of experience in the administration of complex trusts and estates for individuals, and related offerings for institutional clients. Bob calls on a background that includes bank trust…