Two Security National Bank Employees Attend Trust Management Institute

August 22, 2017
Lynda Cruickshank
Tyler Zellmer

SIOUX CITY, Iowa — Two Security National Bank Wealth Management employees have recently completed curriculum work at the Cannon Financial Institute for trust management professionals in Boston, Mass.

Wealth management advisor Lynda Cruickshank successfully completed the “Cannon Trust II” course of study; while Tyler Zellmer, a personal trust relationship manager, successfully completed the “Cannon Trust I” course of study.

Both courses are part of a three-part curriculum preparing an individual for eligibility to sit for the Certified Trust Financial Advisor (CTFA) examination, offered by the Institute of Certified Bankers. CTFA designees have a stellar reputation within the industry as being the best positioned to implement a prudent process in a fiduciary and/or an advisory capacity.

Cruickshank and Zellmer belong to a 60-person Wealth Management Division at Security National Bank, which services the investment and trust needs of 2,600 clients that have entrusted SNB with more than $2.4 billion in assets.