Experience + Education = Expertise
Investing and wealth management may seem overwhelming enough - without worrying whether your financial advisor has the credentials to manage your retirement portfolio.
At The Stephenson National Bank & Trust (SNBT), our Investment Management & Trust Services team collectively has almost 250 years of banking experience. In addition, they have worked incredibly hard to complete additional schooling and licensing to earn advanced professional designations.
Turn to The Retirement Experts®
It may seem like alphabet soup, but SNBT can boast the area’s most comprehensive set of credentials, including:
- 9 Certified IRA Services Professionals (CISP)
- 7 Certified Trust & Financial Advisors (CTFA)
- 3 CERTIFIED FINANCIAL PLANNER™ Professionals
Paul Aftanas, CFP® • Sam Hofer, CFP® • Michael J. Kolasa CFP®
- 1 Chartered Life Underwriter® (CLU®) Professional
- 1 Accredited Investment Fiduciary®
- 1 Attorney
- 1 CFA Charterholder (Chartered Financial Analyst)
- 1 Chartered Advisor of Philanthropy (CAP)
This number of credentialed financial advisors is unmatched in our region, setting SNBT apart for delivering world-class investment solutions.
Why place such emphasis on credentials?
For starters, most investment planners are merely required to be licensed. However, those committed to investment knowledge go beyond the generic "financial advisor" title. These individuals voluntarily submit to a rigorous certification process that includes demanding education, examination, experience, and ethical requirements.
For SNBT, higher education expands our primary goal of having the most qualified professional team focused on your interests. These designations are solely for your benefit, to provide you with superior advice and personalized service. It’s all about putting your interests first!
By choosing SNBT, you are selecting an accredited financial advisor who you can depend upon for credible advice and financial guidance to help meet your life goals.
Our commitment is to be the premier provider of trusted financial solutions, and that requires advanced knowledge in all areas of retirement and financial planning.