Fiduciary Partners is a trusted name in Wisconsin for comprehensive trust and estate administration. Our team of experienced professionals provides personalized fiduciary services, guiding individuals and families through complex financial matters with expertise and care. Learn more about the dedicated fiduciary partners who make up our team.
Experienced Fiduciary Partners Leading the Way
Our leadership team comprises seasoned professionals with deep expertise in trust administration, estate settlement, and financial planning. These fiduciary partners are committed to upholding the highest standards of ethical conduct and client service.
Personal Trust Administration Experts
- Jorge Aguilar Segura, Assistant Vice President: Based in Brookfield, Jorge provides expert guidance in personal trust administration.
Jorge Aguilar Segura, Assistant Vice President at Fiduciary Partners - Kristi Bartel, Trust Officer: Located in Appleton, Kristi diligently manages trust accounts and ensures client needs are met.
Kristi Bartel, Trust Officer at Fiduciary Partners - Adrianna Christopher, Assistant Vice President: Adrianna brings her expertise in personal trust administration to clients in Brookfield.
Adrianna Christopher, Assistant Vice President at Fiduciary Partners - J. Robert Ellis, Senior Vice President: With extensive experience, Bob leads the personal trust administration team in Appleton.
J. Robert Ellis, Senior Vice President at Fiduciary Partners - Forrest Fuller, Trust Officer: Serving clients in Madison, Forrest focuses on providing personalized trust administration solutions.
Forrest Fuller, Trust Officer at Fiduciary Partners - Brennan Haworth, Vice President: Brennan provides expert personal trust administration services to clients in Appleton.
Brennan Haworth, Vice President at Fiduciary Partners - Jacqueline Kohlman, Assistant Vice President: Based in Appleton, Jacqueline offers dedicated support in personal trust administration.
Jacqueline Kohlman, Assistant Vice President at Fiduciary Partners - Mary Lokensgard, Assistant Vice President: Mary provides reliable personal trust administration services in Appleton.
Mary Lokensgard, Assistant Vice President at Fiduciary Partners - Melissa Mislinski, Vice President: Melissa’s leadership in personal trust administration benefits clients in Appleton.
Melissa Mislinski, Vice President at Fiduciary Partners - Tim Sugar, Senior Vice President: Located in Madison, Tim offers extensive experience in personal trust administration.
Tim Sugar, Senior Vice President at Fiduciary Partners - Russell Wood, Vice President: Russ provides trusted personal trust administration services to clients in Appleton.
Russell Wood, Vice President at Fiduciary Partners
Estate and Trust Settlement Professionals
- Jan Grant, Senior Vice President: Jan leads the estate and trust settlement team in Brookfield.
Jan Grant, Senior Vice President at Fiduciary Partners - Andrew Klopfenstein, Assistant Vice President: Andrew provides support in estate and trust settlement in Brookfield.
Andrew Klopfenstein, Assistant Vice President at Fiduciary Partners - Mitchell Peters, Assistant Vice President: Based in Appleton, Mitch assists clients with efficient estate and trust settlement.
Mitchell Peters, Assistant Vice President at Fiduciary Partners - Kris Snyder, Vice President: Kris oversees estate and trust settlement operations in Appleton.
Kris Snyder, Vice President at Fiduciary Partners
Operations and Business Development Leaders
- Amber Baumgartner, Vice President: Amber manages operations in Appleton, ensuring efficient and seamless service delivery.
Amber Baumgartner, Vice President at Fiduciary Partners - Jan Breitbach, Business Manager: Jan provides essential business support in Appleton.
Jan Breitbach, Business Manager at Fiduciary Partners - Terry Bruhn, Risk and Compliance Manager: Terry ensures adherence to regulatory requirements and manages risk in Appleton.
Terry Bruhn, Risk and Compliance Manager at Fiduciary Partners - Ray Moulis, Vice President: Ray leads business development efforts in Brookfield.
Ray Moulis, Vice President at Fiduciary Partners - Michael Sessa, Senior Vice President: Michael serves as Market Manager in Brookfield.
Michael Sessa, Senior Vice President at Fiduciary Partners - Ryan Valentine, President: Ryan leads Fiduciary Partners, guiding the firm’s strategic vision and overall operations in Appleton.
Ryan Valentine, President at Fiduciary Partners
Dedicated Support Staff
Our dedicated administrative team provides essential support to our fiduciary partners, ensuring efficient operations and exceptional client service. They play a vital role in delivering a seamless and personalized experience for every client.
