Meet Our Wealth Team

The Wealth Management team at Lake Ridge Bank specializes in developing personalized wealth-building and wealth-protection strategies, leveraging its market acumen, breadth of expertise, and depth of experience in service of our customers. From creating succession plans and administering trusts, to constructing investment portfolios and managing retirement plans, our wealth professionals have earned a first-class reputation through their proven track record of consistently delivering results.

Let us help you get to where you want to go faster by contacting any of the members listed below today. 

Beth Jacobsen

Jul 27, 2021, 11:05 AM
Unique Identifier : Beth Jacobsen
First name : Beth
Last name : Jacobsen
Team member title : Assistant Vice President – Trust Officer
LinkedIn : https://www.linkedin.com/in/beth-jacobsen-2048966/
Phone : (608) 826-3503
Email address : bjacobsen@lakeridge.bank
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Link ada title : Click here to learn more about Beth Jacobsen
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