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Michael-Anne Peck has over twenty years of experience as an attorney and fiduciary advisor specializing in the administration of trusts and estates. She holds a Juris Doctor degree from Valparaiso University School of Law, a Bachelor of Arts in Political Science from Augustana College, and earned her accreditation as a Certified Trust and Fiduciary Advisor (CTFA) from the American Bankers Association. Michael-Anne serves on the Advisory Council on Gift Planning for Northwest Community Hospital, is a past president of the Estate Planning and Probate Section of the DuPage County Bar Association, and is an active member of the DuPage County Estate Planning Council. If you have a question or need help with a will, trust, or power of attorney, call Michael-Anne at 630-773-0350 Ext. 231
Jamie Shimer has over fifteen years of experience as an attorney in private practice where she was an experienced litigator and elder law advocate and, most recently, as a fiduciary advisor specializing in the administration of trusts and estates for the elderly, minors, and disabled individuals. She holds a Juris Doctor degree from the Southern Illinois University School of Law, Carbondale, Illinois, and a Bachelor of Science degree in Journalism from the University of Illinois. Jamie serves as a board member of the Boys & Girls Club of Joliet. She is also an active participant in Aging Care Solutions, a professional group dedicated to offering consumers educational programs regarding all aspects of aging. If you have a question or need help with a will, trust, or power of attorney, call Jamie at 630-773-0350 Ext. 253
Elizabeth Romano earned her Juris Doctor from Chicago-Kent College of Law and graduated from Elmhurst University, Elmhurst, Illinois. She is a former criminal prosecutor who prosecuted felonies, including cases involving complex financial crimes. Prior to joining Itasca Bank & Trust Co., Elizabeth practiced estate and trust litigation and administration at a highly regarded law firm. Elizabeth leverages her extensive legal background to support the Trust Department in delivering expert service to clients and enhancing the Bank’s capabilities in managing trusts and estates. Her experience in litigation, legal strategy, and advocacy adds a valuable dimension to the Bank’s offerings for trust and estate administration.
If you have a question or need help with a will, trust, or power of attorney, call Elizabeth at 630-773-0350 Ext. 249
Roger handles trust, agency, IRA accounts, and estate settlement duties and gives a global and precise perspective to each customer situation. He has over 30 years of experience in the financial services industry specializing in all aspects of financial management and completed Cannon Financial Institute’s Trust School at the University of Notre Dame. Roger has been with Itasca Bank & Trust Co. since 2017, where he previously worked in Customer Service as a Relationship Banker. Call Roger at 630-773-0350 Ext. 235
Lena runs the day-to-day operations in the Trust department and has over 15 years of Wealth Management Operations experience. She has a Bachelor of Arts degree in Business Administration and Management from Illinois Wesleyan University and a master’s degree in Business Administration from the University of Pittsburgh Katz Graduate School of Business. She is licensed as an accredited Trust Operations Professional. Call Lena at 630-773-0350 Ext. 258
Iwona has over two decades of experience in the financial services industry working in various roles including customer facing roles, and operations. She began her career with Itasca Bank & Trust Co. in 2009 in the Operations Department and then served as the Compliance Assistant for 10 years. Call Iwona at 630-773-0350 Ext. 235
Rafaela has been with Itasca Bank since 2007, starting as a teller while in high school, then moving to Customer Service as a Relationship Banker. As the Trust Operations Specialist, Rafaela provides support to both Land Trust and Personal Trust customers. Call Rafaela at 630-773-0350 Ext. 236
Theresa supports the Trust Administrators and Officers in the Trust Department, performing a variety of administrative functions. She has over 17 years of Trust Operations Specialist experience, and over 35 years of experience in the financial services industry. Call Theresa at 630-773-0350 Ext. 227
