Connie J Bontz

Connie Bontz

Trust Officer

Connie has provided assistance and knowledge in trust services administration and the banking industry, including managing revocable and irrevocable personal trust accounts, estates and investment advisory agency accounts, client financial planning, investment decisions and tax concerns for over 20 years. She will continue assisting clients in developing plans for managing and transferring their accumulated wealth to their children, charities or other designated beneficiaries in the most economical and tax efficient manner. Her duties include client consultation and coordination of a variety of tax and financial planning issues. As part of the planning role, Connie works directly with client attorneys, accountants or other advisors. Her education consists of a Certified Trust and Financial Advisor (CTFA) and a Bachelor's Degree in Business Administration from Western Illinois University.