Wealth Management
Stephenson Financial Services
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MEET YOUR BUSINESS TEAM
We're ready to work with your business like we work for your business, adding our banking expertise to your company team.
Tifanie Tremble
Treasury Management
Tifanie Tremble, MBA, CTP, AAP, works with the bank's commercial and municipal clients to assist with maximizing cash flow and ensuring the safety of their funds. She will work alongside you to learn how your business functions and determine how to make your money work as hard for you as you worked to earn it.
Contact Tifanie:
tifanie.tremble@snbt.com
715-923-8640
Kendra Anderson
Business Lending
Kendra Anderson assists businesses with their lending needs from start to finish, using her many years of expertise to make the process as smooth as possible. Whether you're ready for new equipment or looking to build your next location, she'll work with you through the details to help you reach your goals.
Contact Kendra:
kendra.anderson@snbt.com
920-606-8032
Kadie Truitt
401(k) Plan Management
Kadie Truitt, CTFA, CFIRS, CISP, provides retirement and financial solutions to business owners and their employees. She specializes in the administration and sales of company-sponsored retirement plans including 401(k) and Profit-Sharing Plans and Defined Benefit Pension Plans.
Contact Kadie:
kadie.truitt@snbt.com
715-735-2362
Mike Kolasa
Wealth Management
Mike Kolasa, J.D., LL.M., CFP®, CTFA, CAP, helps individual business owners with their wealth management needs, primarily focusing on financial, tax, and estate planning, and account investment management. When you have a complex business need and want the guidance of someone who has seen it all, Mike is your go-to. With his robust professional background and many years of experience, there's a high probability he has worked through a similar situation before.
Contact Mike:
michael.kolasa@snbt.com
906-273-1501