Bank First National forms Wealth Management group

Bank First National announced effective January 1, 2010, their Financial Services team will blend with the George V. Reis Investment Group, Inc. to form Bank First National Wealth Management. With this change, Reis employees Steve Ferris and Nikki Sundsmo will join the rest of the Wealth Management team at the Bank’s headquarters located 402 N. 8th Street, Manitowoc. Ferris, the successor to George V. Reis, will continue to provide portfolio management services to customers. Ferris has over 15 years of investment experience and has been with the George V. Reis Investment Group, Inc., since September of 2008. Prior to that, Ferris served as Chief Equity Strategist and Senior Portfolio Manager at Primerock Capital Advisors. Prior to working at Primerock, he was with M&I Wealth Management and Wachovia Securities. Ferris is a graduate of Marian College and holds a Master of Business Administration from Cardinal Stritch University in Milwaukee. “We are very excited to have Steve and Nikki join us at our main office, and we look forward to working closely with them,” stated David J. Diedrich, President at Bank First National. “By combining our operations, we will be able to more effectively assess the needs of our clients and serve them better.” The Wealth Management group will include trust, investments and other financial services.