Trust Department News: Announcing New Staff and Retirements

By Greg Evans, President/Chief Banking Officer

I am pleased to share some important news regarding the staffing in our Trust Department.

Retirement Announcements

After more than 20 years of dedication and providing excellent service, long-time trust officers Sara Brandon and Terry Hawkings, have announced their retirements. We greatly appreciate their contributions to Merchants, our clients and our community.

LovewellMonika

Monika Lovewell

Terry’s retirement was celebrated with our Trust team the week of October 10 and her last day with Merchants was Friday, October 14. Sara will continue in her current Trust Officer role until year-end. All of us at Merchants wish them well during this exciting transition and especially thank them for their dedicated years of service to their clients.

Introducing New Trust Experts

In preparing for these retirements, we have been recruiting new talent and expertise for our Trust Department. To that end, I am excited to introduce Monika Lovewell, our new Trust Department Manager, and Martin Oines, our new Trust Officer. Monika is an estate planning attorney, a Certified Trust and Financial Advisor, and former Senior Trust Officer with another firm.

oinesmartin

Martin Oines

Martin is a Certified Trust and Financial Advisor, a CERTIFIED FINANCIAL PLANNERpractitioner, and also has experience as a Senior Trust Administrator. Both bring considerable expertise and experience in trust administration and financial planning to Merchants. I couldn’t be more pleased about the experience and expertise we have been able to attract to our Trust team to continue serving you.

Monika and Martin look forward to continuing to provide the specialized trust services and expertise you have come to expect from our Trust team.

Greg Evans
Chief Banking Officer/President

Martin Oines Joins the Merchants Bank as Trust Officer

oinesmartin

Martin Oines

Martin Oines has joined the Merchants Bank Trust Department as a Vice President and Trust Officer, according to Greg Evans, Merchants Bank’s President and Chief Banking Officer.

Oines brings more than 20 years of experience in investment management and trust administration to the position, most recently as a Senior Trust Administrator with Wells Fargo in Minneapolis.

“Wealth management is a growing and important area for us at Merchants. To help provide our current and future customers with the best possible guidance, we have been fortunate enough to recruit some exceptional professionals to our organization,” Evans said. “Martin’s knowledge of investments and dedication to customer outcomes will be a benefit to the people he serves.”

Oines joins Monika Lovewell, who was named Trust Department Manager earlier this year. Evans said their combination of experience and ability should provide Merchants Bank Trust Department customers with an exceptional opportunity to build, manage, preserve and transition their wealth.

“Martin is a Certified Financial Planner, and his depth of knowledge in investment management complements Monika’s expertise in estate planning and the legal aspects of trust work,” Evans said.

Lovewell, who holds a law degree from George Washington University and is a Certified Trust and Financial Advisor, said she is looking forward to working with Oines.

“Certainly, I think it will be great for us at Merchants, but the real winners will be our customers,” Lovewell said. “I invite the public to give Martin a call.”

The Merchants Bank Trust Department helps individuals and families establish comprehensive wealth plans that identify their needs, goals and resources for retirement. Trust services may include portfolio management and estate planning, as well as acting as an agent under power of attorney or as personal representative for estates.

Merchants Bank has 21 locations, including Minnesota locations in Winona, St. Charles, Goodview, Rochester, Rushford, Lanesboro, Caledonia, La Crescent, Spring Grove, Cannon Falls, Red Wing, Hampton, and the southern Twin Cities metropolitan suburbs of Apple Valley, Cottage Grove, Hastings, Lakeville and Rosemount. Merchants has Wisconsin locations in Eau Claire and Onalaska. Twin Cities-based Merchants Bank Equipment Finance, a division of Merchants Bank, N.A.

Monika Lovewell to Lead Merchants Bank Trust Department

LovewellMonika

Monika Lovewell, Trust Department Manager/SVP

Monika Lovewell has joined Merchants Bank as a Senior Vice President and will lead Merchants Bank’s Trust Department, according to Greg Evans, President and Chief Banking Officer.

“Monika brings a great deal of integrity and enthusiasm to this position,” Evans said. “I know people will enjoy meeting her, building a relationship with her, and they will find value in the guidance she will provide them.”

Lovewell has considerable experience in the trust field, including nearly 20 years in her own trust and estate planning law firm in Green Bay and northern Wisconsin. She was also a Vice President and Senior Trust Officer for Wells Fargo in California and taught legal studies and estate planning courses for colleges in Wisconsin and New York. Lovewell earned her law degree from George Washington University in Washington, D.C., and has an undergraduate degree from the University of California, Berkeley. She is also a Certified Trust and Financial Advisor.

The Merchants Bank Trust Department helps individuals and families establish comprehensive wealth plans that identify their needs, goals and resources for retirement. Trust services may include portfolio management and estate planning, as well as acting as an agent under power of attorney or as personal representative for estates.

“I’ve spent most of my career helping people attain their goals and avoid unintended consequences from poor estate planning. It’s a valuable service to them and meaningful work for me,” Lovewell said. “I look forward to helping more individuals and families prepare well for their futures.”

Merchants Bank has 21 locations, including Minnesota locations in Winona, St. Charles, Goodview, Rochester, Rushford, Lanesboro, Caledonia, La Crescent, Spring Grove, Cannon Falls, Red Wing, Hampton, and the southern Twin Cities metropolitan suburbs of Apple Valley, Cottage Grove, Hastings, Lakeville and Rosemount. Merchants has Wisconsin locations in Eau Claire and Onalaska. Twin Cities-based Merchants Bank Equipment Finance, a division of Merchants Bank, N.A.

Nate Birkholz Will Lead the Merchants Bank Trust Department

BirkholzNate

Nate Birkholz has joined Merchants Bank as Trust Department Manager/SVP.

Nate Birkholz has joined Merchants Bank as Senior Vice President and Trust Department Manager, according to Greg Evans, President and Chief Banking Officer.

“Nate is a valuable addition to our current team of Trust experts. He is an attorney with nine years of estate planning, tax and business experience. He brings significant knowledge of wealth management to this role, as well as a passion for building relationships,” said Evans.

Birkholz was the Trust Department Manager at Eastwood Bank in Rochester for the past two years and was also previously a Trust Officer for Wells Fargo. Before his time with Wells Fargo, Birkholz practiced law for seven years for two firms, including Wendland Utz of Rochester. He spent much of his childhood growing up in Winona and is looking forward to relocating to the area with his wife, son and daughter.

“I have fond memories of Winona and am excited to build relationships with community members and businesses in all the markets Merchants services,” Birkholz said. “I look forward to sharing the Merchants Bank story and the services the Trust Department offers.”

Birkholz is a graduate of the University of Nebraska College of Law. He received his undergraduate degrees from Minnesota State University in Mankato and Bethany Lutheran College in Mankato.