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Karen
Fehrenbach
Trust Administrator |
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Karen is responsible for assisting with the entire investment
process, specifically meeting with clients, processing new accounts,
and servicing the ongoing client relationship. She has a wealth of
knowledge and experience along with the character and integrity that
is an asset to our clients and their investments. |
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She has almost 20 years in financial services, most recently with
Wells Fargo Advisors. She graduated from numerous, intensive
American Bankers Association (ABA) courses covering estate planning,
trust administration, taxation, and investments. |
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CREDENTIALS: |
- ABA Principals of Banking graduate
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- ABA Trust Fundamentals graduate
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- ABA Trust Operations graduate
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- ABA Personal Trust School graduate
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