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Jorge Aguilar Segura

Assistant Vice President - Personal Trust Administration

Background & Role

Jorge is responsible for the administration of personal trust accounts in our Brookfield, Wisconsin location. Jorge has spent over 13 years in the trust administration field, with a particular emphasis on special needs trust planning. His wealth of experience is ideally suited to working alongside our organization’s clients and their professional advisors.

Jorge appreciates the importance of building strong, collaborative relationships with trusted advisors. His trust education along with his tenured experience as a trust officer have provided him with the tools needed to act as a valuable resource for our clients and their advisors as they develop and implement a wide range of goals.

Memberships & Associations

  • Member, Cub Scout Pack 180, Pack Leader
  • Member, Broadscope Disability Services, Advocate & Volunteer

Education

  • B.A., Political Science, Cardinal Stritch Univsersity
  • Paralegal Certificate, Milwaukee Area Technical College
  • Cannon Financial Institute – Trust School Graduate

Contact

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