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Jacob Droeszler
Trust Officer - Personal Trust Administration
Background & Role
Located in our Madison, Wisconsin office, Jake brings a strong legal foundation and a client-focused approach to his work administering personal trust accounts. He began his career as a paralegal at two estate planning law firms in the Madison area, where he guided individuals and families through estate planning, estate settlement, and ongoing trust administration.
Jake’s experience allows him to anticipate client needs and navigate complex details with care and precision. He is committed to providing thoughtful, responsive service and works closely with clients, advisors, and colleagues to ensure each matter is handled efficiently and with compassion. His professionalism and attention to detail help create clarity and confidence during every stage of the trust administration process.
Education
- B.S., Psychology and Legal Studies, UW-Madison
- Post-Baccalaureate Paralegal, Madison Area Technical College
Contact
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