Senior Vice President – Trust

First State Bank and Trust

 

Kathy has been with the Trust Department of First State Bank and Trust since 1998, and has over thirty years of experience. She enjoys working on all aspects of the client relationship, including trust administration, investments and tax planning, and has been known to embrace change for the opportunities they present.
 
Kathy is a graduate of the University of Minnesota with a Bachelor of Applied Science Degree (B.A.Sc) in Mathematics.
 
Her professional designations include Accredited Asset Management Specialist (AAMS®) issued by the College for Financial Planning, Accredited Tax Preparer (ATP®) from the Accreditation Council for Accountancy and Taxation, Certified Financial Planner (CFP®) issued by the Certified Financial Planner Board of Standards, Inc., Certified Trust and Fiduciary Advisor (CTFA) issued by the ABA Institute of Certified Bankers, and Accredited Fiduciary Investment Manager (AFIM®) and the Accredited Investment Fiduciary (AIF®) issued by the Center for Fiduciary Standards.
 
Kathy is an active member of the Stillwater Noon Rotary. She lives near Hudson, WI with her husband and has two grown children.

PACK THE CONTAINER

JUNE 13th

Sign up genius or contact Lonny Stormo

 

Sunrise Rotary is looking for volunteers to help pack the container for shipment to Africa. Please contact Lonny Stormo at lonnyrotary@gmail.com if you can help!

https://www.signupgenius.com/go/10C0E49A5AA2CA1FCCF8-56887054-rain   

STEP Youth Exchange Lunch at Pioneer Park July 15^th at noon.