Skip to main content

Jacqueline Kohlman

Trust Officer

Background & Role

Jaci is the administrator for several personal trust relationships. She welcomes and establishes effective service with many of our new clients who appreciate her thoughtful and compassionate approach. Over 13 years of experience in financial service leadership positions and client services give her a broad background well suited to trust administration.

Jaci’s client service focus, 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.

Education

  • B.S., Personal Finance, University of Wisconsin

Contact

Information sent via this contact form is not confidential. Please do not use this form to send sensitive or confidential information.
  • This field is for validation purposes and should be left unchanged.