Celebrating 20 Years
Celebrating 20 Years
This week Fiduciary Partners Trust Company celebrates its 20th anniversary. What began as a unique idea between co-founders Kathy Perdzock and Pete Rogers has since bloomed into a successful firm comprised of 40 employees, 3 locations, and $1.5B in AUA. Throughout the decades, we have had the pleasure to work with thousands of clients, investment advisors, attorneys, and accountants to build successful relationships.
Kathy Perdzock, Senior Vice President and Co-Founder said, “The past 20 years has been an experience that is hard to express in words. We started FPTC with the simple objective of providing superior trust services with integrity and compassion. Over the years, we have hired people with the same values, and I couldn’t be more proud of what we have accomplished together.”
“Our founders set out to provide personal trust services differently. Our clients are better served and feel more confident when they are allowed to continue to work with their team of trusted advisors. This combining of forces—the partnership that is formed—is the vision our founders had 20 years ago, and we are proud of the efforts taken today by our wonderful team to continue to build upon this foundation,” states Ryan Valentine, President and Shareholder.
To all of our partners and clients, thank you. Thank you for your continued trust in Fiduciary Partners, you have played an essential role in our success and we look forward to seeing what the future holds.
Tuesday, August 31, 2021
Categories: Updates