|
| |
|
|
|
Karen
Kolstad, CTFA
Trust Officer |
|
|
|
 |
Karen joined the Trust Department in 1999. As Trust Officer, she
is responsible for a number of Trust Department client
relationships. In addition, Karen coordinates tax preparation for
all fiduciary accounts. |
|
|
Karen is a graduate of the Cannon Financial Institute Personal Trust
School. This is a three year intensive training program in the areas
of estate planning, trust administration, taxation, and investments. |
|
|
|
CREDENTIALS: |
- Certified Trust and Financial
Advisor (CTFA)
|
- Bachelor’s degree from Carthage
College, Kenosha
|
|
|
|
|
|
|
|
|
|
|
|
