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Member Type: Our Officers

Jan_Grant

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 25 years of experience in settlement services and trust administration. Her expertise with complex estates and trusts combined…

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Ray_Moulis

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

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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Snyder, Kris

Kris Snyder

Background & Role Kris is responsible for estate and trust settlement and works closely with family members and beneficiaries to provide compassionate and timely service. She has over 28 years of experience in trust administration and estate settlement services. By partnering with legal advisors, investment professionals, accountants, and other interested parties, Kris assists in guiding families through difficult times…

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Kohlman, Jaci

Jacqueline Kohlman

Background & Role Jaci administrates multiple personal trust relationships in our Appleton location. She welcomes and establishes relationships with many of our new clients who appreciate her thoughtful and compassionate approach. With over 13 years of experience in the financial services industry, Jaci has a broad background well suited to trust administration. Jaci’s focus on…

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Terry_Bruhn_023

Terry Bruhn

Background & Role Terry leads the internal processes for the firm’s management of risk and compliance relating to legal, administrative, regulatory, and information security matters. He works closely with senior management on our continued adherence to the highest standards of safety and compliance with legal and regulatory requirements. Terry’s legal background and experience as a…

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Sessa, Mike

Michael Sessa

Background & Role Mike manages our Brookfield location as well as the Southern Wisconsin and Northern Illinois markets. In addition, he is responsible for the administration of several personal trust relationships and is a member of our senior management team. Mike has over 20 years of experience which include; trust administration and management, financial services, estate planning…

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Breitbach, Jan

Jan Breitbach

Background & Role Jan is responsible for overseeing various business-related functions for Fiduciary Partners in both our Appleton and Brookfield locations. She is a member of our senior management team and works closely with the CFO in administering daily business operations within our offices, which includes finance, facilities, and human resources. She also provides leadership…

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Bob Ellis

J. Robert Ellis

Background & Role Bob is responsible for the overall development and delivery of personal trust services and manages our personal trust administration team. He has over 25 years of experience in the administration of complex trusts and estates for individuals, and related offerings for institutional clients. Bob calls on a background that includes bank trust…

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Brennan-new

Brennan Haworth

Background & Role Brennan is primarily responsible for administration of personal trust accounts and trust and estate settlement. Brennan brings a wealth of experience as a practicing attorney along with practical experience in government regulatory compliance. His areas of expertise include probate, real estate, and business law. Brennan’s experience gives Fiduciary Partners depth in handling…

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