Lisa Kelly

Assistant Trust Officer at Capital First Trust Company - Sioux Falls, SD, US

Lisa Kelly's Colleagues at Capital First Trust Company
Pete Fletcher

Director, Personal Trust Services

Contact Pete Fletcher

Dave Armstrong

Vice President of Trust Operations

Contact Dave Armstrong

Matthew Albers

Trust Officer

Contact Matthew Albers

Dan Ehrmentraut

Sr. Vice President of Business Development

Contact Dan Ehrmentraut

Joe Krapf

Director of Personal Trust Services

Contact Joe Krapf

Chris Foregger

President

Contact Chris Foregger

Shelly Adomaitis

Trust Officer

Contact Shelly Adomaitis

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Lisa Kelly's Contact Details
Email (Verified)
***@capitalfirsttrust.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
800-521-2359
Location
Milwaukee, Wisconsin, United States
Company
Capital First Trust Company
Lisa Kelly's Company Details
Capital First Trust Company logo, Capital First Trust Company contact details

Capital First Trust Company

Sioux Falls, SD, US • 50 - 99 Employees
Financial Services

Capital First Trust Company is an independent South Dakota chartered trust company. We serve as trustee and trust administrator for Settlement Trusts and Advisor Directed Trusts. Capital First administers over 1,450 trusts, including over 250 Special Needs Trusts, throughout the country. Our mission is to provide our beneficiaries with exceptional trust administration and customer service.The hallmark of Capital First's approach to superior customer service is the assignment of a dedicated Trust Officer to each beneficiary. Each beneficiary develops a personal relationship with their Trust Officer and as a result the Trust Officer can better serve that client in a more personalized fashion.

Trust Administration Services Wealth Mangement Services Investments Administration Advisor Directed Trust Administration Corporate Trustee Financial Services Financial Advisory Services
Details about Capital First Trust Company
Frequently Asked Questions about Lisa Kelly
Lisa Kelly currently works for Capital First Trust Company.
Lisa Kelly's role at Capital First Trust Company is Assistant Trust Officer.
Lisa Kelly's email address is ***@capitalfirsttrust.com. To view Lisa Kelly's full email address, please signup to ConnectPlex.
Lisa Kelly works in the Financial Services industry.
Lisa Kelly's colleagues at Capital First Trust Company are Pete Fletcher, Dave Armstrong, Matthew Albers, Dan Ehrmentraut, Joe Krapf, Chris Foregger, Shelly Adomaitis and others.
Lisa Kelly's phone number is 800-521-2359
See more information about Lisa Kelly