Shawn Bolender
Vice President
Background & Role
Shawn is primarily responsible for the administration of personal trust relationships in our Brookfield, Wisconsin office. He has almost 30 years of experience managing complex trusts and estates throughout the Midwest. His client centered approach, high level of organization and professional service help clients develop practical solutions for a wide range of goals.
With his legal education and background in trust administration, Shawn partners with clients and their investment managers, attorneys and other advisors forming a highly effective team to provide personal and timely service.
Memberships & Associations
- Member, Milwaukee Estate Planning Forum
- Member, State Bar of Wisconsin
Education
- B.B.A., Business Pre-Law and Management, Ohio University
- J.D., Marquette University Law School
- Certified Financial Planner™