Support your business' unique goals.

  • World-class investment options
  • Superior investment results and competitive fees
  • Local customer service with dedicated plan experts, based right here
  • Specifically trained personnel, dedicated to offering comprehensive services
  • Periodic reporting and ongoing investment management
  • Area’s largest team of Retirement Experts certified to help with retirement planning
  • CEFEX-certified as an Investment Advisor
  • SNBT longevity and strength, backed by excellent local client references
  • Seamless transition and prompt responsiveness
  • Employee education in investments and retirement planning

Customized Approach

  • Identify the plan goals of your business and your employees to provide the best options to reach those objectives
  • Ask detailed questions to determine the right plan to maximize the value for both the employer and employee
  • Consider your employee demographics, business philosophy, and available resources


We work hard to earn a trusted reputation and maintain our certification with CEFEX, the Centre for Fiduciary Excellence, LLC. This means we understand the importance of having a documented investment process to give you confidence that our investment strategies are being prudently organized, formalized, implemented and monitored.

CEFEX Investment Advisor Certified

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Meet your 401(k) Plan Administrator

Kadie Truitt, CTFA, CFIRS, CISP

Vice President & Trust Officer

Certified Trust & Fiduciary Advisor

Certified Fiduciary & Investment Risk Specialist

Certified IRA Services Professional

715-735-2362 Email Me

View Bio

CEFEX Certified

Dedicated to maintaining a quality standard of care for your financial investments.

All our investment advisors are certified by CEFEX, Centre for Fiduciary Excellence, LLC. This certification affirms that our advisors follow industry best practices and maintain a commitment to continual growth and improvement.