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Trust & Investments Team

Our trust and investment professionals have the knowledge, experience, and skill to develop a plan specifically designed to achieve your goals. They serve as dedicated stewards of your funds, with your priorities and your future always top of mind.

Our Commitment:

At Security National Bank, we’re committed to understanding the unique needs and financial goals of those we serve. We continually strive to provide each and every client with the highest level of personal trust and investment services. You’ll find our Trust & Investment professionals to be friendly, knowledgeable, and always available. We welcome the opportunity to serve you and invite you to call on us.

terri-belliveau
Terri Belliveau Trust Officer 937-324-6950 email
rachel-brewer
Rachel Brewer Assistant Vice President, Retirement Services 937-324-6915 email
peg-foley
Peg Foley Vice President, Trust Officer 937-324-6905 email
missy-hallmark
Missy Hallmark Assistant Portfolio Manager 937-324-6812 email
cathy-hill
Cathy Hill Assistant Vice President, Trust Officer 937-324-6912 email
amanda-knott
Amanda Knott Trust Junior Administrator 937-324-6938 email
james-kreckman
James Kreckman Vice President, Trust Officer 937-324-6888 email