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Vice President and Wealth Planning Officer(515) firstname.lastname@example.org 7th StreetDes Moines, IA 50309
Scott joined the Bankers Trust Private Client Group in 2003. Private Client Services delivers a comprehensive array of personal trust, investment management, and financial planning services to individuals and families. He has nearly two decades of experience in personal trust and investments with major financial services firms in Iowa, Michigan, and Wisconsin. Scott holds a BA from University of Northern Iowa and earned a law degree from Drake University. He is a Certified Financial Planner™ practitioner and holds the NASD Series 7 & 63 securities licenses, is a registered representative with Securities America, Inc., and also holds the Iowa Life and Health Insurance licenses.
Trust Officer(605) email@example.com S. Bur Oak Place, Suite 131ASioux Falls, SD 57108
Sarah Keenan is currently a Trust Officer at BTC Trust Company of SD, responsible for trust administration. Sarah joined Bankers Trust in 2008. Prior to joining, Sarah spent time in the financial services industry having attained her NASD Series 7 securities license. She has recently completed the American Bankers Association Graduate Trust School. Sarah has an Associate’s Degree in Accounting from Colorado Technical University. She is a member of the Sioux Falls Estate Planning Council.
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