Danielle Moon Earns CTFA Designation and Promoted to Trust Officer

November 25, 2025

We're proud to announce that Danielle Moon has earned the prestigious Certified Trust and Fiduciary Advisor (CTFA) designation through the American Bankers Association (ABA). In recognition of her expertise and dedication, she has been promoted to Trust Officer.

Moon joined SNBT in 2022 as a Trust Administrator and quickly became a trusted partner to clients in the Wealth Management department. Over the past three years, she has guided many clients and families through probate and handled the administration of the trust and estate process. In her new role as Trust Officer, she’ll continue to bring her expertise and personal touch to every relationship, ensuring clients feel supported and confident in planning for the future.

To achieve the CTFA designation, Moon completed the rigorous three-year program at Cannon Financial Institute Trust School, culminating in July 2025, and successfully met all requirements for the ABA designation in August 2025. This achievement not only demonstrates her advanced knowledge in trust administration, estate and financial planning, and fiduciary responsibilities, but also her commitment to growth and lifelong learning. She becomes the 8th holder of the CTFA designation among our highly credentialed wealth management team.

Moon holds a bachelor’s degree in Business Administration with an emphasis in Human Resources from UW-Green Bay and an associate degree from UW-Marinette. Prior to joining SNBT, she worked as a Licensed Insurance Agent for nearly two decades, maintaining her property and casualty insurance license through continuing education.

Beyond her professional achievements, Moon is actively involved in the local community. She serves on the Faith Lutheran Preschool Board of Education, volunteers as a musician for local churches, and contributes her time to organizations such as Bayshore Arts and the Salvation Army Advisory Board, where she currently holds the position of Secretary.

“Danielle has worked hard to achieve this milestone, and we couldn’t be more proud of her,” said Aron McDonald, SVP – Trust Manager. “Her dedication to our clients and her commitment to professional excellence have been evident since day one. This achievement reflects her passion for learning and her drive to provide the highest level of service.”