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    Let’s talk about building a plan for retirement that gives you confidence. Here’s how we’ll help…

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    Your Matched Team Members

    Kadie Truitt, CTFA, CFIRS, CISP

    Vice President & Trust Officer

    Certified Trust & Fiduciary Advisor

    Certified Fiduciary & Investment Risk Specialist

    Certified IRA Services Professional

    Paul Aftanas, CFP®

    Trust Officer

    CERTIFIED FINANCIAL PLANNER™

    Wealth is Personal. That’s Why We Start with You.

    We listen to you.

    Every conversation starts with you, your thoughts, your feelings, your goals. Every detail matters and the team at The Stephenson National Bank and Trust are all ears.

    We strategize with you. 

    With each piece of information you share, our wealth advisors build comprehensive and flexible strategies to help you reach your goals securely and efficiently.

    We’ll be by your side for generations to come.

    With our team by your side, you and your loved ones will have access to our expertise and services for life. We are here to build consistent, multi-generational relationships that your family can turn to at each stage of life and retain access to important assets.

    Centuries of experience to set 
success into motion.

    20+

    Organizations Supported

    200+

    Years combined expereince

    12

    service in 12 u.s. states

    Aron McDonald, CFP®, CTFA, AEP®

    Senior Vice President & Head of Wealth Management

    CERTIFIED FINANCIAL PLANNER™

    Certified Trust & Fiduciary Advisor

    Accredited Estate Planner®

    Pam Allen, CTFA, CISP

    Assistant Vice President & Trust Officer

    Certified Trust & Fiduciary Advisor

    Certified IRA Services Professional

    Kadie Truitt, CTFA, CFIRS, CISP

    Vice President & Trust Officer

    Certified Trust & Fiduciary Advisor

    Certified Fiduciary & Investment Risk Specialist

    Certified IRA Services Professional

    David McNurlen, ChFC®, CLU®, CASL®, RICP®, LTCP

    Trust Officer

    Chartered Financial Consultant®

    Chartered Life Underwriter®

    Chartered Advisor in Senior Living®

    Retirement Income Certified Professional®

    Long-Term Care Professional

    Joshua Nerat, CTFA

    Trust Officer

    Certified Trust & Fiduciary Advisor

    Jeff Bauman, AIF®

    Chief Investment Officer

    Paul Aftanas, CFP®

    Trust Officer

    CERTIFIED FINANCIAL PLANNER™

    Mike Kolasa, J.D., LL.M., CFP®, CTFA, CAP

    Vice President & Trust Officer

    CERTIFIED FINANCIAL PLANNER™

    Certified Trust & Fiduciary Advisor

    Marquette Trust & Investment Services

    Sam Hofer, CFP®, CLU®

    Vice President & Trust Officer

    CERTIFIED FINANCIAL PLANNER™
    CHARTERED LIFE UNDERWRITER®

    Hunter Mans

    Trust Officer

    Your Journey With Us

    We’ll start by listening to your story, collecting valuable information, and finding out your goals. A solid foundation helps us build an unshakeable plan for you. 

    Our experts understand which investment products are most appropriate for your unique goals. 

    Your unique goals require a unique strategy. Our team has the expertise to advise and access to an array of different products to help move you toward your goals safely and efficiently. Never cookie-cutter.

    The Stephenson National Bank and Trust is you and your loved one’s partner for life. We work hard to create trustworthy relationships with everyone in your financial plans so you can rest easy knowing your whole family will always have someone to turn to.  



    When you’re ready to start planning for a bright future for you and everyone who comes after you, we’ll be here to guide you through it all.