Security National Promotes Two Wealth Management Advisors
February 10, 2020
SIOUX CITY, Iowa — D. Douglas Rice, Chairman, President and CEO of Security National Bank, is proud to announce the following promotions:
Jessica Muñoz and Kasey Sandman have been promoted to the position of Wealth Management Advisor within the Bank's Employee Benefits division. In their roles, they will advise individual employees who are enrolled in company retirement plans offered through Security National Wealth Management.
Muñoz joined SNB four years ago as an administrative assistant and was promoted to Employee Benefits Administrator in 2017. A graduate of South Dakota State University, she earned her Qualified 401(k) Administrator (QKA) credential in August from the American Society of Pension Professionals & Actuaries.
Sandman has served at SNB for five years, beginning as an administrative assistant in the Human Resources Department. She joined Trust Operations, then became an Employee Benefits Relationship Manager and earned her QKA designation in January. Sandman holds a bachelor's degree in counseling from the University of South Dakota.
ABOUT SECURITY NATIONAL BANK
Security National Bank is a full-service financial institution with branch offices serving customers in Sioux City, Akron, Mapleton, Moville, Lawton and Climbing Hill. Since its founding in 1884, Security National Bank has set the standard for integrity, honor, open-mindedness, excellent service, efficiency, good humor, respect, duty and human connection in the banking industry. Today, SNB is the largest locally owned bank in Sioux City. Security National Bank is Member FDIC and Equal Housing Lender.
For more information about advancing your career with Security National Bank, visit our job opportunities page.
ABOUT SECURITY NATIONAL WEALTH MANAGEMENT
Security National Corporation is proud to offer a 60-person Wealth Management Division, where more than 2,800 clients have entrusted $3 billion in assets to meet their unique investment and trust needs.