Three new vice presidents are joining the ranks at Stephenson National Bank and Trust
Dave Denby, Sam Hofer, and Kadie Truitt, all previously trust officers of the bank, now will step up to VP roles.
Denby joined the bank in 2010 and brings more than 20 years of experience in banking and financial services to his new position. He'll be responsible for serving clients with investment management, estate planning, trust and IRA services. Denby has a MBA from the University of Colorado and bachelor's degree from Washington & Lee University. He's also certified as an IRA services professional and a trust and financial advisor.
Hofer manages the financial advisory services team at Stephenson National Bank and Trust, and has more than 30 years of experience in financial planning and advising. He works with clients to provide solutions in personal estate, retirement and financial planning. Hofer has a bachelor's degree in insurance and management from Ferris State University, and is a licensed investment and insurance agent, a certified financial planner, and a chartered life underwriter.
Truitt has been with SNBT since 2000 and has 15 years of experience in banking and administration. She specializes in company retirement plans, 401(k), profit sharing and defined benefit pension plans, and is responsible for audit, compliance and risk management oversight for the bank's trust department. She also has implemented an effective employee education program to help local workers with retirement planning. Truitt has a bachelor's degree in accounting from the University of Wisconsin--Green Bay and has also trained in employer-sponsored retirement plans. She is a certified IRA services professional and trust and financial advisor.
"These individuals have demonstrated expertise and sound leadership within our trust and investment management department," says Greg Salmen, executive VP and trust
Manager for the bank.
Writer: Kim Eggleston
Source: Stephenson National Bank and Trust