Karen H. Kolstad, CTFA
Certified Trust & Financial Advisor
1820 Hall Avenue
Marinette, WI 54143
“I work with individuals and families to preserve, protect, and pass on their wealth.”
Karen joined the Trust Department in 1999. As Trust Officer, she is responsible for a number of Trust Department client relationships. Karen specializes in estate and trust administration as well as assisting clients in estate planning. In addition, Karen coordinates tax preparation for all fiduciary accounts.
Karen is a graduate of the Cannon Financial Institute Personal Trust School. This is a three year intensive training program in the areas of estate planning, trust administration, taxation, and investments.
- Certified Trust and Financial Advisor (CTFA)
- Bachelor’s degree from Carthage College, Kenosha
- Graduate of Cannon Financial Institute Personal Trust School I, II, and III