Enroll, the ROLL with eStatements that go with you anywhere! A safe, simple, secure option for viewing and storing your loan and account statements.
Protect your business from check fraud, improve efficiency, and increase peace of mind. You'll be happy you did.
Wealth ManagementWe’re here to be your partner in building a bright future no matter where you are on your journey.
Stephenson Financial ServicesA short financial services description would go here.
We strive for excellence, which means having a team with the most experience and education.
Enroll, then ROLL with eStatements that go with you anywhere! A safe, simple, secure option for viewing and storing your loan and account statements.
Enroll, the ROLL with eStatements that go with you anywhere! A safe, simple, secure option for viewing and storing your loan and account statements.
Protect your business from check fraud, improve efficiency, and increase peace of mind. You'll be happy you did.
Wealth ManagementWe’re here to be your partner in building a bright future no matter where you are on your journey.
Stephenson Financial ServicesA short financial services description would go here.
We strive for excellence, which means having a team with the most experience and education.
Enroll, then ROLL with eStatements that go with you anywhere! A safe, simple, secure option for viewing and storing your loan and account statements.
We’re here to be your partner in building a bright future no matter where you are on your journey. Whether you’re looking at investing, saving for college, planning for retirement, or ensuring your assets go to the right place after you’re gone, we are here for you. Our experts are here to listen, educate, and make a plan that works for you.
Answer the questions below and we’ll find your perfect place to start.
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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
Vice President & Trust Officer
Certified Trust & Fiduciary Advisor
Certified Fiduciary & Investment Risk Specialist
Certified IRA Services Professional
Trust Officer
CERTIFIED FINANCIAL PLANNER™
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.
20+
Organizations Supported
200+
Years combined expereince
12
service in 12 u.s. states
Senior Vice President & Head of Wealth Management
Assistant Vice President & Trust Officer
Certified Trust & Fiduciary Advisor
Certified IRA Services Professional
Vice President & Trust Officer
Certified Trust & Fiduciary Advisor
Certified Fiduciary & Investment Risk Specialist
Certified IRA Services Professional
Trust Officer
Chartered Financial Consultant®
Chartered Life Underwriter®
Chartered Advisor in Senior Living®
Retirement Income Certified Professional®
Long-Term Care Professional
Trust Officer
Certified Trust & Fiduciary Advisor
Chief Investment Officer
Trust Officer
CERTIFIED FINANCIAL PLANNER™
Vice President & Trust Officer
CERTIFIED FINANCIAL PLANNER™
Certified Trust & Fiduciary Advisor
Marquette Trust & Investment Services
Vice President & Trust Officer
CERTIFIED FINANCIAL PLANNER™
CHARTERED LIFE UNDERWRITER®
Trust Officer
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.
SNBT Customers Say It Best
Becky Wiegman
"I recommend SNBT all the time because they are good people. They are proactive, they follow-up, and I trust them. It’s good to have people you can connect with who have your best interest at heart." - Becky Wiegman, Oconto Metal Finishing Owner
Jessie Chernetski
"We have great working relationships with not only our business banker, but when we walk through the door, I feel that sense of community. They know who you are and it's a great overall feeling." - Jessie Chernetski, Mikutowski Woodworking Owner
Chuck Klatkiewicz
"With SNBT, there is a level of professionalism that other banks just don’t offer. From the top all the way down, every SNBT banker is always willing to help in any way they can. It gives us a great feeling knowing they care about our success as much as we do and are willing to go the extra mile.” - Chuck Klatkiewicz, S&C Machine Owner
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.
