Legacy Private Trust Company recently hired Kathleen Brost as a trust and financial advisor within Legacy’s trust administration department.
Ms. Brost brings more than 30 years of financial services and legal compliance experience to Legacy. In her new role, she helps clients and their families manage the complex financial strategies associated with growing and preserving wealth while developing appropriate tactics to transfer assets to the next generation.
Ms. Brost holds a BBA in Human Resources from Lakeland College, a JD from University of Wisconsin Law School, and is a Certified Financial Planner™ and a Chartered Life Underwriter®.
Throughout her career and as an active committee member of the State Bar of Wisconsin, Ms. Brost has worked as a consultant to a number of small independent businesses, as well as larger fraternal and non-profit organizations. “Her entrepreneurial skills are a real asset to Legacy’s corporate clients,” said Legacy President Michael B. Mahlik. “Kathy’s financial industry background includes insurance and financial planning, a valuable combination for helping clients develop a comprehensive plan for managing their wealth, investments and risks.”
About Legacy Private Trust Company
Legacy Private Trust Company, headquartered in Neenah, Wisconsin, is an independent, closely-held trust and investment company with assets under management approaching $1 billion. The team of 28 highly credentialed and experienced professionals includes Certified Financial PlannersTM, attorneys, and tax experts who offer personalized trust and investment services to individuals, families, businesses and non-profit organizations. Legacy specializes in intergenerational wealth transfer, investment planning and management, financial stewardship, and trust administration for clients across east central Wisconsin including the Fox Valley, Oshkosh, Green Bay, Door County and Madison, the Lakeshore region, and throughout the United States. For more information, please visit www.lptrust.com.