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.
Greg Salmen, CFA, CTFA
Executive Vice President & Trust Manager
Chartered Financial Analyst
Certified Trust & Fiduciary Advisor
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
Jeanie Danielak, CTFA
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
Heather Addison, J.D., CTFA
Trust Officer
Certified Trust & Fiduciary Advisor
Marquette Trust & Investment Services
Sam Hofer, CFP®, CLU®
Vice President & Trust Officer
CERTIFIED FINANCIAL PLANNER™
CHARTERED LIFE UNDERWRITER®
