Private

Inspired by the entrepreneurial philosophy that is the heart of Settlers bank, Anne Fink and Ken Pesik left an established bank to join Sb, and build something better for their clients. They created Private Banking services around a comprehensive approach that engages the client and their financial partners. Whether these partners are CPAs, Investment Advisors, Estate Planners or Risk Managers Anne and Ken, as two of the market’s longest-serving Private Bankers, have the expertise and credibility to develop immediate trust-based rapport. This collaboration ensures that our Private Bankers craft a loan structure that aligns perfectly with one’s overall financial planning strategy.

Anne Fink leads our Private Banking team and is so committed to this holistic approach that she has achieved Certified Financial Planner^® designation. As a CFP^® Anne adheres to the highest fiduciary standard and continuously expands her financial knowledge. Anne, and the entire Private Banking team, are dedicated to provide these unparalleled consultative services without ever collecting a fee from anyone – client or referral source.