Lake Elmo Bank’s Trust Department is pleased to announce that Rita Shepard recently received the Certified Trust & Financial Advisor (CFTA) designation upon completing the Cannon Trust School III at Pepperdine University. This designation recognizes an individual’s technical competencies and skills required to perform complex trust administration responsibilities.
Rita is currently Assistant Vice President in Lake Elmo Bank’s Trust & Estate Services Group.
Lake Elmo Bank’s Trust & Estate Services is committed to providing personal service to customers. Trust services are available at all three bank locations. Products and services offered through the Trust Department of Lake Elmo Bank are not FDIC insured; not insured by any government agency, not a deposit or other obligation of Lake Elmo Bank, not guaranteed by Lake Elmo Bank, and are subject to investment risk, including the possible loss of the principal invested.