TRUST PROFILE
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The Trust and Investment Management Group at Century Bank and Trust provides trust, investment and estate planning services from CERTIFIED FINANCIAL PLANNER™ professionals and Certified Trust and Financial Advisors.

The Trust and Investment Management Group currently manages over $275 million in assets with over 100 years of combined experience. The staff of the Trust and Investment Management Group has the expertise necessary, through CERTIFIED FINANCIAL PLANNER™ (CFP) professionals and Certified Trust and Financial Advisors (CTFA) to assist you with all of your investment and trust management needs. All trust officers are trained in financial, estate, tax and retirement planning as well as investments and insurance. In addition, all officers attend annual seminars and educational events to remain current on these disciplines.

 

Dylan Foster

Dylan M. Foster, Senior Vice President and Trust Investment Officer, is a graduate of both Western Michigan University and the Cannon Financial Institute.  Dylan holds certification as a Certified Trust and Financial Advisor (CTFA). With over ten years of financial  planning experience, Dylan handles portfolio and asset management along with employee benefit plans. 

 Julie A. Andrews

Julie A. Andrews, Vice President and Senior Trust Officer at Century Bank and Trust.  She is a graduate of the Cannon Trust School and has over 30 years of trust experience.  Julie handles personal trusts and estate administration for St. Joseph County.

 Alicia K. Cole

Alicia K. Cole, Assistant Vice President and Trust Officer, is a graduate of Western Michigan University, the Cannon Financial Institute and the College for Financial Planning.  Alicia holds certification as a Certified Trust and Financial Advisor (CTFA) and a CERTIFIED FINANCIAL PLANNER™. With over 15 years of experience, Alicia handles both personal trusts and estate administration.

 Jared E. Hoffmaster

Jared E. Hoffmaster, Investment Officer, is a graduate of Grand Valley State University with a double major of marketing and finance. Jared also holds Series 6, Series 7 and Series 66 licenses as well as carrying life, accident and health insurance licenses. Jared assists with estate, financial and retirement planning.

 Erik L. Schaeffer

Erik L. Schaeffer, Trust Assistant, is a graduate of Indiana University-Purdue University of Fort Wayne with a major in Finance as well as a graduate of the Cannon Financial Institute.  Erik holds certification as a Certified Trust and Financial Advisor (CTFA) and assists with portfolio and asset management along with personal trust and estate administration.

 Tracy Richer

Tracy A. Richer, Assistant Vice President, is a graduate of Kellogg Community College.  Tracy holds Series 7 and Series 66 licenses as well as carrying life, accident and health insurance licenses. Tracy assists with portfolio and asset management, personal trust and estate administration as well as financial and retirement planning.