Investment Management

Why SNBT Investment Management?

We have a 21-member team of highly-credentialed and experienced professionals dedicated to serving your Investment needs. We are focused on providing personalized high-touch service. We provide the ideal combination of first-rate investments, local experience, and a focus on long-term relationships.

SNBT certification from the Centre for Fiduciary Excellence (CEFEX) defines SNBT as a certified Investment Advisor for 401(k), 401(a) and Defined Benefit Pension Plans for Fiduciary Excellence.

Who are you going to use to manage your money?

How does SNBT manage your money?

What would you invest in, if you were in my shoes?

Our Foundational Values


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The Stephenson National Bank & Trust's Retirement Experts.

Trust and Investment Department
Second Row: Sherry Rebbie, Theresa O'BrienPaul Aftanas, Jodi Swiatnicki, Sam HoferDave Denby, Margie Veriha
Third Row: Jerie Glass, Jeanie DanielakKadie Truitt, Dina Loomis, Cari McPheeters-Brown, Karen Fehrenbach, Kelly Rusch