Mary Lokensgard
Assistant Vice President - Personal Trust Administration
Background & Role
Mary is primarily responsible for the administration of personal trust accounts in our Appleton, Wisconsin location. Before joining Fiduciary Partners, she practiced law for more than 15 years, working closely with individuals to achieve the best possible outcomes within the legal system. Most recently, Mary advised and represented clients with a range of estate planning and elder law needs, including planning for individuals with disabilities. She has also worked extensively with non-profit organizations to obtain funding for critical social service programs.
With her broad experience, Mary excels at working with clients and their advisors to manage complex trust relationships. Her unique perspective allows her to help clients find solutions that meet their planning goals. She builds strong relationships with clients and their professional advisors through her compassionate approach, focus on good communication, attention to detail, and timeliness.
Memberships & Associations
- Member, State Bar of Wisconsin
Education
- B.A., Government, Smith College
- J.D., University of Wisconsin