Van Pelt Promoted and Designated Certified Trust & Financial Advisor
Tim Van Pelt has been promoted to Senior Vice President in the Trust Department of National Exchange Bank & Trust and was also recently awarded the Certified Trust & Financial Advisor (CFTA) designation from the Institute of Certified Bankers (ICB), a subsidiary of the American Bankers Association.
With a background in law and business, Van Pelt joined the bank last March and specializes in managing investment portfolios and creating estate planning strategies that efficiently manage taxes and protect and grow wealth. He provides full-service financial management for the bank’s trust customers.
Van Pelt grew up in Ogden, Iowa and attended Iowa State University, where he received a Bachelor’s Degree in Engineering. He continued his education at the University of Iowa to earn his law degree.
Today, Van Pelt and his family live just outside of Fond du Lac, Wisc. He has been active in the community by providing financial education seminars on trust and estate planning and being a guest speaker in local college finance classes.
The CTFA designation is awarded to individuals who demonstrate excellence in the field of wealth management and trust. To qualify for the CTFA certification, individuals must have certain levels of experience and education in the trust profession, pass an exam, and agree to abide by a code of ethics. The CTFA exam covers many areas including fiduciary and trust activities, financial planning, tax law and planning, investment management and ethics.
As a subsidiary of the American Bankers Association, ICB promotes the highest standards of performance in the financial services industry by validating individuals’ knowledge and expertise.