Your Investment Experts
You've poured everything into building a successful life - we are here to help you add to the list of achievements for years to come.
Aron McDonald, CFP®, CTFA, AEP®
Senior Vice President & Head of Wealth Management
CERTIFIED FINANCIAL PLANNER™
Certified Trust & Fiduciary Advisor
Accredited Estate 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
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®
