Security National Wealth Management Announces Promotions in Retirement Plan Services Division
June 16, 2025
SIOUX CITY, Iowa — Jeremy Craighead, President of Security National Bank, is pleased to announce strategic changes within the Retirement Plan Services Division:
Anthony Mazzella brings extensive financial expertise to his new role as Vice President of Retirement Plan Services. With over 29 years of experience, Anthony has held leadership positions at Mutual of America (as Assistant Manager), Transamerica Retirement Services (as both Senior Manager and Manager), and Aegon Asset Management (as Head of Client Service). Anthony's first day at the bank was Monday, June 16.
Additionally, Security National Bank congratulates the following individuals on their well-deserved promotions:
Kasey Sandman has been promoted to Retirement Plan Services Officer and Director. Sandman, who has served at SNB for ten years, will lead the RPS advisory team, continuing to provide expert guidance to business owners, employers, plan sponsors, and individuals on retirement plans.
Brad Brouillette advances to the role of Director of Retirement Plan Services Recordkeeping where he will lead that team. Since joining SNB in 2007, Brouillette has demonstrated exceptional dedication and expertise in recordkeeping operations.
"These changes position our Wealth Management RPS division for continued success and growth," said Jeremy Craighead, President of Security National Bank. "We are excited to congratulate Kasey Sandman and Brad Brouillette on their new roles. Their leadership will play a crucial role in driving our commitment to delivering superior retirement planning solutions."
###
ABOUT SECURITY NATIONAL WEALTH MANAGEMENT'S RETIREMENT PLAN SERVICES
Security National Wealth Management's Retirement Plan Services (RPS) division offers a variety of tailored retirement plans aimed at bolstering employee retention and attracting top talent. RPS is dedicated to empowering businesses with comprehensive retirement solutions, including 401(k), profit sharing, and customized options. Our experienced team provides robust support in plan design, administration, and participant education, ensuring financial security for employees and fostering sustained business growth.