Jacqueline Kohlman
Trust Officer - Personal Trust Administration
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 client service, attention to detail, and financial services background give her the tools and commitment needed to serve her clients and their other professional advisors in a responsive manner.
Memberships & Associations
- Member, Fox Valley Flute Choir
- Den Leader, Treasurer, and Chartered Organization Representative for Greenville Cub Scout Pack 3177
Education
- B.S., Personal Finance, University of Wisconsin – Madison
- Cannon Financial Institute – Trust School (Honor Graduate)
- Certified Trust and Fiduciary Advisor (CTFA) – Institute of Certified Bankers
Contact
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