Bankers’ Bank of Madison, Wis. recently named Stephenson Financial Services, the investment arm located at The Stephenson National Bank & Trust (SNB&T), as its top producing bank retail investment program for 2006.  Stephenson Financial Services is part of a group of 29 bank retail investment programs across the state which utilizes this program offered through Bankers’ Bank Financial Services Network (BFSN). 

Mike Sbonik of Stephenson Financial Services was named Banker’s Bank’s “Representative of the Year” for finishing number one in overall production for the third year in a row.  Moreover, Sbonik was also honored as a Patriot’s Club Member at Linsco/Private Ledger’s recent Masters Club Conference.  This recognition is reserved for the top 6 percent of all Linsco/Private Ledger advisors nationwide.

This prestigious conference featured three speakers who are national renowned experts in their respective fields: Carly Fiorina, former CEO of Hewlett-Packard; Mitch Anthony, founder and president of Advisor Insights, Inc.; and Terry Bradshaw, NFL legend and co-host of Fox NFL Sunday.  The speakers shared valuable insights on building client relationships amid increased competition in the industry, leadership, and maintaining a balanced life while building a high-level practice.  Mike joined close to 650 of the over 7,200 LPL Financial Advisors from around the United States to network, share ideas and receive his award. 

“We are glad to celebrate this recognition of Mike as an example of our commitment to our client service focus and exceptional performance,” said Greg Salmen, Senior VP and Trust Manager at SNB&T.  “Our vision is to provide clients in our community with the best and most comprehensive non-proprietary investment and insurance products and services available.”

Mike joined the bank investment team at Stephenson Financial Services in May 2003 and he holds the Certified Financial Planner ™, Graduate Estate Planning Consultant ®, and Chartered Life Underwriter™ advanced designations.

Stephenson Financial Services offers clients objective advice and expertise in retirement investment management, college funding, REIT’s and life insurance planning.  Personal appointments with Mike can be arranged by calling SNB&T at (715) 732-1732.

Mike is a registered representative with and offers securities and insurance products through Linsco/Private Ledger.  Member FINRA/SIPC.  Not FDIC insured; No bank guarantee; May lose value; Not a bank deposit; Not insured by any Federal Government Agency.

Mike Sbonik is pictured at the Masters Conference.