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Trust Team

 

Back row: Kathy, Bob, Chad, Brad & Brenda

Front row: Debbie, Sue, Mary Jo & Barb

 

 

Chad A. Fett, CFP® - Senior Vice President – Trust



Chad has been with First State Bank and Trust since 1987.  In 2001, he joined the Trust Team and is responsible for the day to day management of the department.  He enjoys working with clients on investment options, retirement planning, and trust administration.  Chad graduated from Concordia College and from the Graduate School of Banking in Boulder, Colorado.  Chad has earned the designations Certified Trust and Financial Advisor (CTFA), Chartered Mutual Fund Counselor, Chartered Retirement Planning Counselor and has earned his designation as a Certified Financial Planner®.  Chad lives in Hudson with his wife Heidi and their three children.  He serves on the Board of Directors of the St. Croix Valley Chapter of the American Red Cross and is an active member of the Hudson Daybreak Rotary Club.


Phone: 651.351.3761

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Kathleen M. Elbert, CFP® - Vice President – Trust



Kathy is involved with all aspects of trust administration, including investments and income tax. Kathy joined the Trust Services Department in 1998, bringing with her over 10 years of previous trust experience. Her professional designations include Certified Financial Planner, Accredited Tax Preparer, and Accredited Asset Management Specialist. She also holds a Bachelor of Applied Science Degree in Mathematics from the University of Minnesota.

Phone: 651.351.3762

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Robert M. Gray, CTFA, CRPC® - Vice President – Trust

Bob is responsible for assisting clients with financial planning, portfolio management, investment analysis, estate planning and trust administration.  In addition, his duties include marketing and new business development.  Bob joined the Trust Services Department in 2010 and brings with him over 25 years' experience in the financial industry.  He is a graduate of the University of Iowa with a degree in Business and Public Relations and holds Series 6 and 63 Securities licenses.  He has also earned the professional designations of Certified Trust and Financial Advisor (CTFA) and Chartered Retirement Planning Counselor (CRPC®).   Bob is an active participant and supporter of St. Croix area community, philanthropic and professional organizations.  He is a member of the Stillwater Sunrise Rotary Club, President of the Ponies Touchdown Club, Past President of the St. Croix Valley Athletic Association, involved in numerous school district committees, and has been a volunteer coach for numerous youth football, basketball, and baseball teams.  He resides in Stillwater with his wife and two sons.

Phone: 651.351.3740

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Brad Hallett, ChFC® - Trust Officer

As a Chartered Financial Consultant (ChFC®), Brad has over eighteen years of financial services experience.  He is a graduate of the University of St. Thomas (UST) and earned an M.B.A. from the Opus College of Business at UST.  He assists clients with financial planning, portfolio management, investment analysis, estate planning, and trust administration.  He also has responsibility for client relationship management, marketing, and new business development.  Brad lives in Bayport with his wife.  He serves as Treasurer on the Board of Directors of The Foundation for Bayport Public Library, is a member of the Hudson Noon Rotary Club and is a member of the Stillwater Lion's Club Board of Directors.  Brad is an avid cyclist and can regularly be found riding the scenic roads within Washington County and St. Croix County with Chilkoot Velo or Big Ring Flyers cycling club.

 

Phone: 651.351.3767

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Supporting Staff

Vital client services and account maintenance activities are handled by our knowledgeable Trust Services Department staff members: Barb Monteith, Head of Trust Operations, Mary Jo DiIoia, Debbie Main and Sue Lee. Among them, they have over sixty-one years of experience in Trust Services.

Contact our Trust Services Department: 651.351.3760

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Products and services offered through the Trust Services Department of First State Bank and Trust:

not FDIC insured - no bank guarantee - may lose value - not insured by any government agency - not a deposit or other form of obligation of the bank