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Tori Simon

Personal Trust Administrator

Tori Simon

Background & Role

Tori is responsible for administering a number of personal trust relationships in our Appleton, Wisconsin office, including a number of irrevocable life insurance trusts. She brings a welcoming presence when establishing relationships with new clients, and applies a compassionate, client-focused approach to her account administration. With over 12 years of administrative support and trust experience, Tori has a comprehensive background well suited to relationship management and trust administration.  

Tori’s strong attention to detail, dedication to client service, and thoughtful manner compliment her commitment to providing exceptional service to her clients and their advisors.


  • Associates Degree, Arts & Sciences, University of Wisconsin-Waukesha



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