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Kristi Bartel

Trust Officer

Background & Role

Kristi is the lead administrator in the funeral trust division of Fiduciary Partners. She is in regular communication with hundreds of funeral homes and coordinates the financial accounting and reporting for over 20,000 funeral trust accounts. Kristi provides professional and personal service while working diligently to ensure the funeral trusts we administer are operating in accordance with applicable state statutes, regulations, and governing documents. She is also our liaison with the regulators in the states we serve and oversees all account opening and claims processes.

Kristi’s 10+ years of investment industry experience gives her the expertise to provide flexible and innovative solutions to unique trusts. Kristi and her team work hard at producing responsive and high-quality service.

Education

  • B.S., Interpersonal and Organizational Communications, University
    of Wisconsin – Stevens Point

Contact

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