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Member Type: Our Officers

Russell Wood

Background & Role Responsible for the overall development and growth of Fiduciary Partners’ services in Northern Wisconsin and the surrounding region, Russ works primarily from our Appleton, Wisconsin office. His extensive experience throughout multiple jurisdictions and within multiple roles in the trust industry makes Russ well suited for this role. With over 30 years of…

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Tim Sugar

Background & Role Located in our Madison, Wisconsin office, Tim is responsible for the continued growth of Fiduciary Partners throughout the Madison area and Southwestern Wisconsin. Tim has nearly 15 years of estate planning, trust administration, and financial services experience. He uses his expertise to assist our trust clients and professional advisors in developing and implementing solutions to a…

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Kristi Bartel

Background & Role Kristi is the lead administrator in the funeral trust division of Fiduciary Partners. She is in regular communication with hundreds of funeral homes and coordinates the financial accounting and reporting for over 20,000 funeral trust accounts. Kristi provides professional and personal service while working diligently to ensure the funeral trusts we administer…

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Andrew Klopfenstein

Background & Role Andrew is responsible for estate and trust settlement in our Brookfield, Wisconsin office, working closely with families and their professional advisors. With a strong foundation in estate planning as well as probate and trust administration, Andrew has the knowledge and background to help our clients navigate all aspects of the settlement process.  Andrew’s legal…

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Joe Gardetto

Background & Role Joe is responsible for the administration of personal trust accounts in our Brookfield, Wisconsin location. Joe has nearly 10 years of experience as a tax accountant and trust administrator. His strong attention to detail and background as a CPA combine to serve our clients and their advisors in a highly responsive manner….

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Adrianna Christopher

Background & Role Adrianna is responsible for the administration of personal trust accounts in our Brookfield, Wisconsin location. She brings a legal education, estate planning experience, and commitment to providing exceptional service to our organization. Adrianna partners with financial and legal advisors to foster strong client relationships.  Adrianna’s attention to detail and responsiveness give her…

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Jan Grant

Background & Role Jan is responsible for the overall development and delivery of estate and trust settlement services and manages our estate and trust settlement team. As a member of our senior management team, Jan brings over 20 years of experience in settlement services and trust administration. Her expertise with complex estates and trusts combined…

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Ray Moulis

Background & Role Ray is responsible for leading the company’s continued growth throughout the Southern Wisconsin and Northern Illinois markets and is based in our Brookfield, Wisconsin location. He is well known in the trust industry for his integrity and dedication to helping clients find practical solutions to achieve their goals. Ray brings over 30…

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Mary Lokensgard

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…

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Shawn Bolender

Background & Role Shawn is primarily responsible for the administration of personal trust relationships in our Brookfield, Wisconsin office. He has over 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…

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