Fiduciary Partners Announces Promotion
Fiduciary Partners Announces Promotion
February update, 2023 (Brookfield, Wisconsin) – Fiduciary Partners Trust Company is pleased to announce that Andrew Klopfenstein has been promoted to Assistant Vice President – Estate and Trust Settlement.
Andrew has over 10 years of legal experience with an emphasis in Estate Planning and Trust Administration. Andrew earned his bachelor’s degree in History & Criminal Justice from Parkside University and then went on to Thomas Jefferson School of Law where he attained his Juris Doctorate. Andrew works closely with clients and assists families with compassion and empathy during very difficult times.
“Skilled and dedicated professionals like Andrew provide our clients with thoughtful, personal attention. His friendly yet professional approach has allowed him to develop strong working relationships with our business partners as well. Andrew’s talents and determination to provide excellent settlement administration are evident, and we are happy to recognize his success,” said Jan Grant, Senior Vice President – Estate and Trust Settlement
Ryan Valentine, President and Shareholder said, “We are proud of Andrew’s development and accomplishments. He continues to provide superior guidance to family members who are dealing with difficult life events. Andrew works hard and epitomizes the customer service focus we strive for.”
To learn more about Andrew, please click here for a link to his professional biography.
About Fiduciary Partners
Fiduciary Partners Trust Company provides trust services to individuals, families, and charities. Founded in 2001, with offices in Appleton, Brookfield, and Madison Wisconsin, it is a privately owned and independent trust company with assets under administration of nearly $2 billion. Fiduciary Partners does not manage money and truly partners with financial and legal advisors to collectively care for shared clients. For more information about Fiduciary Partners Trust Company please visit our website at www.fiduciarypartners.com.
Wednesday, February 15, 2023
Categories: Updates