ABOUT CAPITAL FIRST
EXECUTIVE TEAM
SOUTH DAKOTA ADVANTAGE
ADVISOR DIRECTED TRUST
SETTLEMENT PRESERVATION TRUST
SPECIAL NEEDS TRUST
MEDICAL REVERSIONARY TRUST
ASSET PROTECTION TRUST
CASE MANAGEMENT
TRUST ADMINISTRATION
VENDORS
CONCIERGE
CAREERS
EMPLOYEE BENEFITS
info@capitalfirsttrust.com
P: 800.521.2359
F: 1.800.494.2429
700 W Virginia St, Suite 500 Milwaukee, WI 53204
Kristin Beres
Chief Financial Officer
Dan Ehrmentraut
Senior VP Business Development
James Creel
Daniel Naylor
Business Development Officer
Adam Stern
Sr Vice President and Trust Officer
Dave Armstrong
Vice President of Trust Operations
Erica Lythjohan
Director of Personal Trust Services
Beth Lauck
Matt Weith
Maisee Xong
Joseph Krapf
Senior Trust Officer
Erica Dresdow
Senior Trust Case Manager
Stacy Scrip
Sr. Trust Case Manager
Richard Comp
Matthew Albers
Sr. Trust Officer
Johanna Baker
Trust Officer
Jill Gevaart
Trust Administrator
Nate Bloom
Trust Operations Specialist
Levi Dax
Marketing Officer
Kira Renkas
Jodi Wilde
Trust Case Administrative Assistant
Alyssa Limmer
Office Management
Lisa Oas
Tiffany Roberts
Case Manager
Nalenie Kumar
Receptionist
Tammie Flanders
Tera Johnson
Lisa Kelly
Assistant Trust Officer
Aimee Villegas
Emily Ockenga
Human Resources Manager
Eliezer Rodriguez
Juan Sanchez
Arjun Sawhney
David Steed
Rachel Zilker
Peter Winarski