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Head of Private Banking
The team of trust professionals at First Option Bank has over a century of in-depth experience and the expertise to support all facets of trust services and administration. We will work with your legal and tax advisors as we strive to find just the right options to manage, grow, and protect your assets for the future.
Carolyn Jacobs, Trust Officer
Kathy Lovig, Senior Trust Officer
Chris Toman, Private Banking Officer
Betty Hewitt, Trust Officer
Keri Peterson, Administrative Assistant
With First Option Bank’s Trust Services you can enjoy a full menu of financial planning programs including:
- Professional assistance in managing your financial affairs
- Family assets are kept intact for future generations
- Reduce exposure to estate and inheritance taxes
- Pass assets to your family or to charities of your choice
- Professional assistance in managing and protecting your property
- Minimize the impact of estate and inheritance taxes
- Resource for retirement income
Agency and Custody Agreements
- Asset management and record keeping with your own designated investment advisor
- Full-service operation for corporations, companies and foundations seeking assistance in safekeeping, keeping records, corporate actions and posting of assets, interest, dividends and maturities
Whatever your needs may be, the Trust Professionals at First Option Bank welcome the opportunity to be of service to you. Call 913-294-3811 or e-mail firstname.lastname@example.org to set up a free consultation today.