Jacqueline Kohlman
Trust Officer - Personal Trust Administration
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.
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
- Cannon Financial Institute – Trust School Graduate
- Certified Trust and Fiduciary Advisor (CTFA) – Institute of Certified Bankers