Legacy Private Trust Company
Kathy Brost is a highly experienced financial and legal professional, currently serving as a Financial Planning Officer and Trust and Financial Advisor at Legacy Private Trust Company since January 2016. As the Owner and Attorney at Brost Law Offices LLC, established in September 2004, Kathy provides legal services to fraternal benefit societies, focusing on tax and insurance law. Additionally, Kathy has been the Broker/Owner of Landmark Homes Realty since January 1981 and previously worked as Counsel at Thrivent Financial for Lutherans and Aid Association for Lutherans from 2001 to 2001 and 1993 to 2001, respectively. Kathy holds a Juris Doctor with honors from the University of Wisconsin Law School (1990-1992) and a BBA in Management from Lakeland University.
This person is not in any teams
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/