Trust Solutions for Wealth Distribution

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We provide peace of mind through trust services focused on your needs.

You want to be sure your children and grandchildren are always taken care of financially. Acting as your Corporate Trustee, Alpine Trust & Investment Group provides the highest standard of financial care focused solely on your needs.

There are numerous benefits to naming us as your Corporate Trustee

  • Continuity through generations
  • Immortality- an individual trustee may pass away or become incompetent
  • Impartial implementation of your wishes as carefully laid out in your trust document
  • Safety- a corporate trustee is subject to strict state and federal regulation and oversight
  • Expert, prudent investment management, meeting the needs of grantors and beneficiaries
  • Thorough recordkeeping and reporting
  • Local, committee-based and unbiased efforts in discretionary decision making
  • Trust services administered locally, but are flexible enough to move with you during your different phases of life
  • Payment of bills and expenses, as outlined in your document, freeing your time

Benefit from our experienced and credentialed trust staff

Our Trust Administration staff members are experts in listening and identifying your goals and providing the best trust solution to fit your needs.

  • Carol Moll
    Carol E. Moll, CTFA

    Senior Vice President
    Senior Wealth Advisor & Trust Officer
    University of Wisconsin – River Falls, B.M.E.
    Certified Trust & Financial Advisor
    Graduate of Cannon Financial Institute
    31 years experience
  • Nicole Fasano
    Nicole E. Fasano, J.D., CTFA,  CSSCS

    Vice President
    Wealth Advisor & Trust Officer
    Marquette University, B.A.
    History, Criminology & Law
    Valparaiso School of Law, J.D.
    Certified Trust & Financial Advisor
    Certified in Social Security Claiming Strategies
    10 years experience
  • Marifran Georgis
    Marifran Georgis, J.D.

    Assistant Vice President
    Wealth Advisor & Trust Officer
    University of Notre Dame, B.A. Anthropology
    St. Louis University, J.D.
    12 years experience
  • Ronald A. Glenn
    Ronald A. Glenn

    Vice President
    Wealth Advisor & Trust Officer
    Indiana University, B.A. Economics 
    Graduate of American Banker’s Association 
    Trust School and Graduate School
    21 years experience
  • Ann L. Anderson
    Ann L. Anderson

    Assistant Vice President
    Wealth Advisor & Trust Officer
    Austin College, B.A. Business Administration
    Graduate of Cannon Financial Institute
    13 years experience
  • Robin Chambers
    Robin Chambers, CTFA, CSSCS

    Wealth Advisor & Trust Officer
    University of Wisconsin - Whitewater
    Certified Trust & Financial Advisor
    Certified in Social Security Claiming Strategies
    10  years experience

Contact us at 815-231-2710 to learn more about our trust services and how we can put them in place for you.

 

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