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FDIC-Insured - Backed by the full faith and credit of the U.S. Government

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FDIC-Insured - Backed by the full faith and credit of the U.S. Government

Turn to The Retirement Experts©

We strive for excellence, which means having a team with the most experience and education.

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    eStatements

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    • Your Trust & Estate Experts

    Why us, you ask? Not only do we have the knowledge and expertise to help you with estate planning, but we care deeply and want to take the burden off of your loved ones.

    Aron McDonald, CFP®, CTFA, AEP®

    Senior Vice President & Head of Wealth Management

    CERTIFIED FINANCIAL PLANNER™

    Certified Trust & Fiduciary Advisor

    Accredited Estate Planner®

    715-504-2654 Email Me

    View Bio

    Pam Allen, CTFA, CISP

    Assistant Vice President & Trust Officer

    Certified Trust & Fiduciary Advisor

    Certified IRA Services Professional

    715-735-2364 Email Me

    View Bio

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

    Vice President & Trust Officer

    CERTIFIED FINANCIAL PLANNER™

    Certified Trust & Fiduciary Advisor

    Marquette Trust & Investment Services

    906-273-1501 Email Me

    View Bio

    Jeannie Vernetti, CTFA, FPQP®

    Trust Officer

    Certified Trust & Fiduciary Advisor

    Financial Paraplanner Qualified ProfessionalTM

    715-504-2653 Email Me

    View Bio

    Joshua Nerat, CTFA

    Trust Officer

    Certified Trust & Fiduciary Advisor

    715-735-2374 Email Me

    View Bio

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