About Us Locations Wealth Management

As individuals build their wealth, their financial management needs grow accordingly. It's not uncommon to engage half a dozen advisors - attorneys, accountants, insurance agents, money managers and brokers to assist in managing their wealth. Without a unified, comprehensive approach across all financial areas, it becomes increasingly difficult to manage. Even more critical, lack of a big-picture view may increase risk or make it difficult to identify areas of opportunity.

ANB Bank's Wealth Management Group takes a comprehensive approach to wealth management. Clients work with a Wealth Advisory Team, comprised of a trust administrator, investment manager, private banker and wealth strategist. When needed, the team collaborates with clients' attorneys or CPAs to ensure a holistic approach to wealth management.

Locations in Wyoming and Colorado

Northern Colorado
1-303-394-5100


Southern Colorado
1-719-473-0111


Wyoming
1-307-778-5307


Other Locations

Tim Stack Tim Stack Executive Vice President, Wealth Management
Michael Carroll Michael Carroll Senior Wealth Management Advisor and Northern Regional Manager
Dan Korleski Dan Korleski Senior Vice President, Chief Investment Officer & Southern Regional Manager
Marlene Seward Marlene Seward Senior Vice President, Private Banking
Patricia Graham Patricia Graham Senior Vice President, Trust
William Welch William Welch Senior Vice President and Chief Fiduciary Officer
Jocelyn Colvin Wall Jocelyn Colvin Wall Senior Vice President, Private Banking

Simplifying wealth management, clients maintain one primary point of contact at ANB Bank, through a relationship manager either in the Wealth Management Group or elsewhere in the bank.

With an integrated approach, the team looks at the client's wealth management plan comprehensively - based on each client's values, goals and objectives. Seasoned, local financial professionals across the team then help guide clients in a way that takes the entire wealth plan into consideration.

Ultimately, this team approach simplifies and improves wealth management process for ANB clients.

Learn more about the Sturm Financial Group

Trust and Investment Services are not FDIC insured, not a deposit or other obligation of, nor guaranteed by the depository institution, and they are subject to investment risks including possible loss of the principal amount invested.

We want to hear from you. Contact us at info@anbbank.com.