• First Business Trust & Investments


Your Personal Investments Get Our Personal Attention

The key to our success is providing you with the personal service you deserve. Our experienced team of advisors live in our communities, which means we are local, accessible, and ready to meet for a cup of coffee to discuss your personal wealth management goals. At a time when other institutions are outsourcing or downsizing, First Business Trust & Investments is right here to better serve your needs.

First Business Trust & Investments is a division of First Business Bank. Our clients benefit from access to experienced and locally based specialists, along with direct access to senior decision makers. Our approach has helped our trust and investment business achieve record success over the past decade. In 2016, First Business Bank was awarded #1 Preferred Wealth Management Firm by InBusiness Magazine

Our Products & Services

Financial Planning
We offer financial planning services that focus on helping you preserve, protect and pass on your wealth by providing thoughtful and unbiased advice.
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Investment Management
We offer independent and objective investment management services, free from proprietary investment product ties.
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Trust & Estate Administration
First Business offers charitable trust, estate settlement, and personal trust services, as well as trust services for businesses.
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Retirement Plan Services
First Business helps businesses identify and implement retirement plans that help attract and retain employees.
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Give Us a Call

At First Business, your advisor is always close by and ready to help. Contact us to set up a face-to-face no obligation meeting to discuss how we can help you.

Our People

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Joan Burke

Joan Burke

President -Trust & Investments
First Business Trust & Investments
Bio & contact info

Gary Fossum

Gary Fossum

Senior Vice President
First Business Trust & Investments
Bio & contact info

Greg Hansen

Greg Hansen

Vice President - Senior Portfolio Manager
First Business Trust & Investments
Bio & contact info

Kevin Pomarnke, CTFA, MBA

Kevin Pomarnke, CTFA, MBA

Vice President - Trust & Investments
First Business Trust & Investments
Bio & contact info

David Shaw

David Shaw

Vice President - Trust & Investments
First Business Trust & Investments
Bio & contact info

Richard Thompson, CFA, CFP

Richard Thompson, CFA, CFP

Vice President -Trust & Investments
First Business Trust & Investments
Bio & contact info

Cymbre Van Fossen, JD

Cymbre Van Fossen, JD

Vice President - Trust & Investments
First Business Trust & Investments
Bio & contact info

Marcy Gudgel

Marcy Gudgel

Assistant Vice President - Trust Operations
First Business Trust & Investments
Bio & contact info

Pauline Hittesdorf

Pauline Hittesdorf

Trust Officer
First Business Trust & Investments
Bio & contact info

Aaron Osten

Aaron Osten

Trust & Investment Officer
First Business Trust & Investments
Bio & contact info

Rachel Ripp, QKA

Rachel Ripp, QKA

Retirement Plan Relationship Officer
First Business Trust & Investments
Bio & contact info

Bryan Minogue, CFA

Bryan Minogue, CFA

Senior Investment Analyst
First Business Trust & Investments
Bio & contact info

Entela Gaxha

Entela Gaxha

Trust Associate - Administration
First Business Trust & Investments
Bio & contact info

Tony Nichols

Tony Nichols

Investment Officer
First Business Trust & Investments
Bio & contact info

Nate Dosch

Nate Dosch

Vice President - Market Leader
First Business Trust & Investments
Bio & contact info

Nancy Johnsoy

Nancy Johnsoy

Vice President
First Business Trust & Investments
Bio & contact info

Taylor Pomije

Taylor Pomije

Trust Operations Associate, Administration
First Business Trust & Investments
Bio & contact info

Nolan Bower

Nolan Bower

Trust Administrative Associate
First Business Trust & Investments
Bio & contact info

Chris DiModugno

Chris DiModugno

Senior Trust Operations Specialist
First Business Trust & Investments
Bio & contact info

Jim Myers

Jim Myers

Retirement & Investment Services Officer
First Business Trust & Investments
Bio & contact info

Monica Schlicht

Monica Schlicht

Vice President I - Private Wealth Mgmt, Business Development
First Business Trust & Investments
Bio & contact info





First Business is committed to helping our customers achieve their goals. Find out how we can help you succeed.
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