Mitchell Peters
Assistant Vice President - Estate and Trust Settlement
Background & Role
Mitch works in our Appleton location and is responsible for guiding family members and beneficiaries through the complex process of trust and estate settlement. Mitch works closely with attorneys, investment advisors, accountants, and other professionals to simplify the intricate settlement process.
Prior to joining Fiduciary Partners, Mitch spent over four years handling personal trust and estate administration matters for a nearby Fox Valley area bank. With a customer focus, Mitch was able to provide excellent service while handling complex family matters.
Education
- B.S., Finance & Accounting, University of Wisconsin-Oshkosh
- Cannon Financial Institute – Trust School Graduate
- Certified Trust and Fiduciary Advisor (CTFA) – Institute of Certified Bankers
Memberships & Associations
- Member, Fox Valley Estate Planning Council
Contact
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