Trust Services

  • Wealth
  • Trust Services

Trust Services

Whether you’re planning for the future, navigating complex financial responsibilities, or seeking long-term support for a nonprofit or loved one, we provide experienced, compassionate, and legally sound guidance every step of the way.

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Fiduciary Services

We manage trusts and estates with objectivity, transparency, and care—always acting in your best interest.

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Guardianship Services

As guardian of the estate, we handle finances for individuals unable to do so themselves, ensuring their assets are protected and responsibly managed.

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Personal Custody Services

Maintain control of your investments while we handle safekeeping, transaction processing, and reporting.

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Foundations and Endowments

We support nonprofit missions with tailored investment strategies, fiduciary oversight, and clear reporting.

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Ready To Start the Conversation? 

 Let’s talk about how we can support your goals with personalized, professional guidance.

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Meet Our Team

Peter W. Gruben

CFA | Chief Investment Officer

Norma Bellcoff

Vice President & Senior Trust Officer | Director of Wealth Management

Amy Warren

Vice President & Trust Officer

Victor Henson

MBA, CTFA | Trust & Business Development Officer

Michael Oeser

Business Development Officer

Marian Toth

Trust Administrator

Becca Johnson

CTFA | Trust Officer

Additional Resources

Wealth & Estate Services Glossary

Visit our Wealth & Estate Services Glossary for clear definitions and helpful explanations that are designed to help you make confident, informed decisions.

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Frequently Asked Questions

Explore our Frequently Asked Questions to learn more about our Wealth Management services, what to expect, and how we can help you reach your goals.

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Please Select Your Local Branch

Branches
  • Alton
  • Brighton
  • Carlinville
  • Carrollton
  • Chapin
  • Clayton, MO
  • Edwardsville / Glen Carbon
  • Hillsboro
  • Jacksonville
  • Jerseyville
  • Litchfield
  • Oak Forest
  • Palos Heights
  • Pittsfield
  • Taylorville
  • Tinley Park
  • Virden
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