The Trust Department officers and employees are experienced in providing financial services to our clients. The Bank is progressive in bringing new technologies and services to its customers. We look forward to the opportunity of serving you as our client.
The local Trust Officers and personnel are available during regular business hours for assistance, information, and consultation as needed. The Trust Officers are as follows:
Joe has managed the Trust Department since 2001 when he moved back to San Angelo. He has been in San Angelo Banking and Trust Services since 1986. Joe received his Bachelor’s Degree from Angelo State University and also has earned the designation of Certified Trust and Financial Advisor from the American Bankers Association.
Luke began his financial services career in 1993. Raised in Eldorado, Luke earned his Bachelor’s Degree at Southwest Texas State University and his Master’s Degree at St. Edward’s University. Prior to returning to San Angelo in 2005, he spent several years living and working in various parts of Mexico and Chicago as a director of language centers. Luke has also earned the designation of Certified Trust & Financial Advisor from the American Bankers Association.
A Llano native, Katherine relocated to San Angelo shortly after high school to attend Angelo State University on a golf scholarship. In 2019, she received her Bachelor’s Degree in Business Management and in 2021 received her Master’s Degree in Business Administration from ASU. She started as a Teller at Texas Bank in 2020, and that’s where her banking career began. In 2021 and the majority of 2022, she served the Trust Department as a Trust Operation Clerk and by the end of 2022 she was a Trust Administrator. Katherine completed the Texas Trust School training in 2023, which ultimately led to her promotion in the Trust Department as the Assistant Vice President of Trust beginning in 2024.
Administration and Location of Operations
With an experienced staff, the Trust Operations area is responsible for the daily transaction posting to accounts and other trust operations functions. All account administration and operations are conducted locally at the Trust offices on the 2nd floor of the Bank at 2201 Sherwood Way
You may contact our Trust Staff by telephone: (325) 944-7528 or fax: (325) 949-0480.
Non-Deposit Investments offered are:
•not FDIC Insured •not guaranteed by the Bank •may be subject to loss in value
