FDIC-Insured - Backed by the full faith and credit of the U.S. Government
Wealth Management & Trust
Your Team
We are a team of highly principled, experienced financial professionals who are uniquely equipped to guide you and your successors through your financial, estate, and succession-planning processes.
We understand the nuances of managing wealth utilizing trusts and other planning tools.
We work alongside your existing legal and tax advisors.
We are not commission-based, so our highest priority will always be to carry out the priorities you set for us.
Our financial professionals are available to meet with you at any Frandsen Bank & Trust office, your home, or preferred location.
Susan Albrecht
President, Trust and Relationship Manager
Not FDIC InsuredMay Lose ValueNo Bank Guarantee
Matt Peterson
Senior Vice President, Senior Portfolio Manager
Not FDIC InsuredMay Lose ValueNo Bank Guarantee
Patti Skogstad
Vice President, Trust Officer
Not FDIC InsuredMay Lose ValueNo Bank Guarantee
Mark Hibbard
Wealth Management Advisor
Not FDIC InsuredMay Lose ValueNo Bank Guarantee
Jack Robertson
Wealth Management & Trust Relationship Manager
Not FDIC InsuredMay Lose ValueNo Bank GuaranteeEstablished in 1969
Our Wealth Management Team has operated since 1969 and currently assists 900 individuals and business clients with more than $465 million in assets under management.
We Can Also Help With
From everyday decisions to long-term milestones, our wealth-management services are designed to keep your financial life connected, clear, and on course.
Estate Planning
Your legacy is personal, so your plan should be too. We’ll help you create an estate strategy that reflects your values and provides confidence for you and your family.
Trust Services
From managing assets to supporting beneficiaries, our trust services are designed to make complex responsibilities simple and seamless. You can count on our team for steady guidance and sound stewardship.
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