Skip to main content

Trust Services

Secure your wealth

Secure your wealth with seasoned professionals you can trust. At Security National Bank, we provide investment management, trust and estate services, retirement planning and 401(k) administration for individuals, families, and businesses of all financial backgrounds. Enjoy the peace of mind that comes with a dedicated service team invested in a common goal - your lifelong financial success.


Joseph Borghoff

Joseph Borghoff, J.D., CTFA

AVP, Fiduciary Services Officer

Email Joseph

Jon Jacobsen

Jon Jacobsen, J.D.

Vice President
Senior Sales Officer
Email Jon

Jim Kerkhove

Jim Kerkhove, J.D., CFP®

Senior Vice President
Director of Trust Services
Email Jim

Kevin Poots

Kevin Poots

FVP, Fiduciary Services Officer
Email Kevin

David Shrader

David Shrader, CRPS® 

AVP, Employee Benefits Officer
Email David

Gary Ward

Gary Ward

Senior Vice President
Texas Director of Trust Services
Email Gary


Investment and Insurance Products:

  • Not FDIC Insured
  • Not a Bank Deposit
  • Not Bank Guaranteed
  • May Lose Value
  • Not insured by any Federal Government Agency
Back to Top