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Trust & Asset Management

We provide a broad range of financial planning, investment management, and trust administrative services for individuals, families, businesses, not-for-profit organizations, and charitable organizations, regardless of the size of the estate or investment portfolio.  Our staff consists of highly qualified and seasoned professionals with significant investment management and trust experience.  All management, administration, operational, and portfolio management decisions are made locally.  We take a team approach when working with our clients to enable us to respond more quickly to their needs.  We are free to work collaboratively with a broad range of professionals to help our clients achieve their financial goals.         

Our Services

  • Asset Management
  • Investment Advisory
  • Trust Administration
  • Estate Settlement
  • Financial Planning
  • Business Succession Planning
  • Retirement Planning
  • Retirement Income Planning
  • Planned Giving
  • College Education Planning
  • Consulting Services
  • Educational Seminars & Workshops

Our commitment to you is to provide the highest level of service and to fulfill your expectations for quality and professional service so that we can earn our place as your trusted advisor of choice. 

Investment products are NOT FDIC INSURED, and are NOT obligations of or guaranteed by Progressive Bank or its affiliates.  Investments are subject to market risk, including the possible loss of principal.

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To arrange for a confidential appointment, simply give us a call or e-mail.

For your protection, please do not include any sensitive information such as account numbers or service requests on e-mail. This e-mail should only be used for general questions or comments.


Trust Online

Trust Online gives you access to your portfolio information any time – day or night.  If you have questions, need Login Information, or need assistance logging in, feel free to call or e-mail any member of the Trust and Asset Management team.