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Personal Trust Services

Our Trust Department is here to provide complete estate, trust, and investment services for you and your family. Our services range from bill paying to estate planning to trust and IRA administration to professional investment management. We will work with you and your advisors to develop the best plan for you, your family, and/or your business. We strive to provide the personal, responsive service that you expect from a community bank.

We differentiate ourselves from our competition by providing highly personalized trust and investment management services on a local, face-to-face basis.


Alan Konetzki
Senior Vice President
Trust Services
Alan Konetzki brings nearly 30 years of trust, investment and wealth management experience. He graduated from the University of Illinois with his BSEE, received his Masters from UW-Milwaukee and his Chartered Life Underwriter and Chartered Financial Consultant designations from American College.

Joanne M. Wood
AVP Trust Administration
Joanne M. Wood, AVP Trust Administration Officer, has over 20 years of trust administration experience at a local trust department and brokerage firm. She earned her associates degree in accounting from Lakeshore Technical College.

James E. Bailey
Investment Executive
James E. Bailey, Investment Executive, has 19 years of investment, insurance and banking experience. He has worked as a Financial Consultant throughout his career.

Marc Wojcik
Vice President
Trust & Investment Management
Prior to joining Community Bank & Trust, Marc was a Partner at Capital Investment Services of America, Inc. in Milwaukee, Wisconsin which was a $1 Billion private asset manager. He was a member of the investment committee, portfolio manager and responsible for client development through partners in the Chicago land area and worked for the company for more than nine years.

Sandy Mahlich
Trust Administration Assistant
Sandy Mahlich, Trust Administration Assistant, is a graduate of Lakeland College having received her B.A. in Accounting and Business Administration.

For more information on our Trust Services, call 1-888-582-4440 or 1-920-459-4444.


© 2008 Community Bank & Trust