FDIC-Insured - Backed by the full faith and credit of the U.S. Government
Taylor Kleinschmit, CTFA
Taylor is a Trust Administrator for the Trust Services group at FNBO Wealth. She is responsible for administration of revocable and irrevocable trusts, estates, agencies, IRAs and investment management accounts. She gives clients expert guidance and advice through the administrative process.
Credentials
Taylor joined FNBO in 2015, working as a Fraud Specialist before joining Trust Services.
Taylor earned her bachelor’s degree in Sociology and History from Wayne State College. She also completed courses through Cannon Financial Institute and holds a Certified Trust & Fiduciary Advisor (CTFA) certification.
Passions
Taylor enjoys problem solving and staying organized at work and in her personal life. She loves reading, gardening and the small-town atmosphere. Her favorite food is all things surf and turf and hopes to one day snorkel the Great Barrier Reef in Australia.
Taylor’s daughter keeps her busy with activities and drives her to be the best she can be. She strives to be the best influence in her life, showing her she can grow up to be a strong, independent woman.
“FNBO Wealth” is a brand name that refers to First National Bank of Omaha (“FNBO”) and certain of its affiliates and subsidiaries that provide or make available trust, investment, securities brokerage, investment advisory, banking, and related services.
Trust and related services are provided by FNBO, a national bank with trust powers.
Certain trust and related services are also provided by FNN Trust Company, a South Dakota state-chartered trust company and wholly-owned subsidiary of FNBO. FNN Trust Company does not offer depository, lending, or other banking products, and is not FDIC insured.
Deposit products, such as checking, savings, and money market accounts, and lending, credit, and related products are offered by FNBO. Member FDIC. Equal Housing Lender.
Only deposit products are FDIC insured.
INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, FNBO OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE
FNBO, its affiliates, and subsidiaries do not provide legal or tax advice.