Legacy Private Trust Company
Laurene Brooks is an experienced professional in the fiduciary and trust sectors, currently serving as Vice President and Chief Fiduciary Officer at Legacy Private Trust Company since July 2004, with previous roles including Vice President and Senior Trust & Financial Advisor. Prior to this role, Laurene held positions at Associated Trust Company and First Bank, N.A., showcasing a solid background in trust management and estate planning. Laurene began their career at Quarles & Brady as an associate, specializing in probate and estate planning as well as tax-exempt organizations. Academically, Laurene earned a Doctor of Law (J.D.) degree, summa cum laude, from Marquette University Law School and a Bachelor of Arts in Journalism and Spanish, magna cum laude, from Marquette University.
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Legacy Private Trust Company
Legacy Private Trust Company is among the region's preferred wealth advisory firms, with assets under management and advisement exceeding 2 billion dollars. We are also one of the few independent and closely held trust investment advisory firms in the state. As fiduciaries, we provide our clients with a totally objective, unbiased perspective in our delivery of investment and financial planning solutions. Based in Neenah, WI., we have offices in Oconomowoc, Madison & Wausau and are approaching 50 employees. Our team of experienced professionals is drawn from all relevant wealth management disciplines, including investments, trust administration, financial and retirement planning, tax and estate planning, and wealth transfer. The Legacy team brings decades of experience, creativity and expertise when managing your investments. We tailor our innovative wealth management strategies to suit your individual circumstances to effectively preserve and grow your wealth. The breadth of our sophisticated services, including financial planning and portfolio management, retirement planning, tax planning, estate planning and trust services, are based on thorough research, a disciplined investment process and structured risk management techniques. We also work closely with your other trusted advisors to make sure your goals are aligned with the services they provide you. In today's fast-paced global economy, the need for sophisticated, innovative and pro-active professional wealth management services is essential. Our client relationship managers specialize in wealth management services for: individuals and families, family-owned and managed businesses, foundations and endowments and retirement plans. Learn more about how we can help you build your Legacy: https://www.lptrust.com/ Hear more about our story here: https://www.lptrust.com/our-story/ What our clients are saying: https://www.lptrust.com/testimonials/ Legacy career page: https://www.lptrust.com/careers/