Certified IRA Services Professionals (CISP)

Ten SNBT employees hold the prestigious CISP designation. This allows us to stand apart from other financial institutions in our region by having the largest group of highly trained employees

Turn to The Retirement Experts®


What can a CISP do for you?

Provide extensive knowledge:

  • Possesses knowledge that goes beyond the generic ‘retirement planner’ title.
  • Participates in stringent training and must pass rigorous certification testing.

Explain details in plain language:

  • Understands complex retirement regulations and breaks down the information you need into understandable terms.
  • Committed to helping you achieving your retirement goals.

Offer credible advice:

  • Handles your distributions from leaving employment, changing jobs, or retiring.
  • Uncovers your specific needs and gives credible advice to maximize your retirement savings.

    Meet Our Team of Certified IRA Services Professionals (CISP)


    Front Row Left to Right: Pam Allen, Karen Wipfli, Beth Larson
    Middle Row: Dave Denby, Maria Berlin, Diane Gromoske, Paul Aftanas
    Back Row: Lisa Beattie, Julie Nygren, Kadie Truitt