Horicon Bank announced the addition of Lori Ewan to the Trust Administration Services division of the bank. Ewan is a certified financial planner with over 25 years of wealth management and banking experience. She has experience as a financial advisor, financial associate, and trust officer.
Ewan says this experience brings a higher level of service to her clients.
“My experience and knowledge in financial planning, wealth management, and banking allow me to help educate and assist clients,” said Ewan.
Horicon Bank’s trust administration team offers traditional trust administration, trust and estate settlement, financial power of attorney, and bill paying services as part of its trust administration offerings.
At Horicon Bank, Ewan will assist with the administration of accounts that reflect the services provided by Horicon Bank’s trust division.
“Everyone deserves to be heard,” said Ewan. “Each client is different. Their needs are different. But what is most rewarding is when we can build relationships with clients because we helped meet their goals.”