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The First Federal Savings Bank Wealth Management Team
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Founded in 1935, First Federal Savings Bank is the largest hometown bank in Sheridan, Wyoming. As an independent mutual bank, owned by our depositors, we serve just one group: the clients of our community.
We take pride in our reputation of strong community support, sound growth strategies and conservative financial culture. By choice, we're a local community bank. Just like you we want to do things for the right reasons.
On this foundation our people have built a company with over $200 million in assets by using their values, vision and expertise to provide an elite level of financial services. Most recently, we have grown to accommodate the needs of our clients by providing trust, fiduciary and investment services. |
In line with this philosophy, we have partnered with SEI Investments; becoming part of a select group of financial advisors to bring sophisticated investment resources and world class asset management capabilities to the Sheridan, Wyoming area.
SEI is a leading global provider of asset management and investment processing who maintains significant relationships with approximately 140 banks and trust institutions, including 8 of the 15 largest North American banks. SEI also works closely with some 350 institutional retirement plan sponsors and over 165 investment management companies worldwide. As of September 30, 2007, through its subsidiaries and partnerships, SEI administers $423 billion in mutual funds and pooled assets and manages $202 billion in assets.
Kevin S. Bailey, JD, MBA
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Senior Vice President, Department Manager
Kevin has extensive experience in the estate planning and wealth management profession. He was an estate planning and business attorney for nine years and has been in the wealth management business for approximately five years. Kevin received his Business Management degree from Montana State University in 1987, his law degree from the University of Wyoming in 1993, and his MBA from Rollins College in Orlando, Florida, in 2003. Kevin grew up in Sidney, Montana.
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Stephanie Aggers
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Client Service and Operations
Stephanie is a Sheridan native and 2002 graduate of Sheridan High School. She earned an associates degree in Social Science from Sheridan College and is currently pursuing a bachelor degree in finance from the University of Wyoming. Stephanie has worked at First Federal since 2005 in retail banking and was recently promoted to Wealth Management as a Client Service and Operations Specialist. She has received extensive technical and computer training with SEI Investments to complement her strong customer service skills. |
Karen Miller, CTFA
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Vice President and Trust Officer, Trust and Fiduciary Services
Specialist Karen graduated from Arizona State University with a degree in General Business Administration. She started in the financial services industry in 1989 with the Equitable Financial Company. Karen has worked as a trust officer and manager of trust and wealth management departments since 1993. Karen is a graduate of the American Banker Association (ABA) Trust School and Graduate Trust School, and she is a Certified Trust and Financial Advisor (CTFA). Karen is originally from Douglas, Wyoming. |
Our Goal
Is to help you create and manage your wealth, while providing you with an elite level of local customer service and easy everyday access to world class asset management. We look forward to serving you.
CONTACT US FOR A FREE FINANCIAL CONSULTATION
MAY LOSE VALUE, NO BANK GUARANTEE, NOT FDIC INSURED
Non deposit investments available through First Federal Savings Bank are not FDIC insured, are not guaranteed by First Federal Savings Bank or any other institution and are subject to investment risk, including market risk, and may result in the loss of principal.
If you have not viewed your WM accounts online you must first contact Stephanie Aggers at 673-2949 or sdiaz@efirstfederal.com for user ID and password information.
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