Kadie L. Truitt, CTFA, CISP
Certified Trust & Financial Advisor
Certified IRA Services Professional
Assistant Vice President & Trust Officer
1820 Hall Avenue
Marinette, WI 54143
“I provide financial and retirement strategies to business owners and their employees.”
Kadie specializes in the administration and sales of company-sponsored retirement plans including 401(k), Profit Sharing Plans, and Defined Benefit Pension Plans. Kadie provides financial and retirement education to plan employees. Our state-of-the-art retirement plan system provides companies and their employees daily access to world-class investment managers through award-winning websites or voice-response units.
Kadie is also responsible for management of the trust operations and trust accounting area of the department. She oversees the processing and reconciliation of trust account activity including securities processing and cash management.
- Certified Trust and Financial Advisor (CTFA)
- Certified IRA Services Professional (CISP)
- B.S. degree in Accounting from the University of Wisconsin-Green Bay
- Graduate of Cannon Financial Institute’s Retirement Plan Services Sales School