Trust & Estate Services

You have accumulated wealth and are concerned with ensuring it grows into longstanding security for future generations. That’s where we come in. We help preserve, grow and distribute assets according to your wishes, ultimately providing a more secure future and legacy.

Transitioning your wealth to the next generation involves several complex steps. Our team is here to help you create a trust that creates family harmony and guards the financial interests of loved ones—all while continuously evaluating your plans and collaborating with you to meet your needs. Enjoy peace of mind with comprehensive, administered solutions and management backed by integrity and expertise.

Thoughtful Planning For Your Future

Personal Trust

We preserve your family’s financial security through prudent investments and protecting financial interests for generations to come.

Estate Settlement

We offer relief from the burdens of estate duties during periods of grief and mourning so you can focus on what really matters.

Special Needs Trust

We administer trusts that meet the needs of beneficiaries with physical or mental disabilities while also minimizing impact on government assistance.

Charitable Trust

A charitable trust presents a strategic approach to allocating assets that benefit you, your beneficiaries and a charitable cause. This approach can benefit individuals with assets like stocks or real estate.

Management Services

Conservatorship

We are appointed by the court to manage the financial affairs of those who are limited physically or mentally.

Agent for Trustee

Let us help alleviate the pressures of your trust administration duties under the direction of the trustee. Our team's knowledge and expertise will handle responsibilities for administration, investments, record-keeping, tax filings, and distributions for current and future beneficiaries.

Unique Asset Management

We help manage family business interests, commercial real estate, personal residences and partnerships in order to preserve the value of your significant possessions.

Meet Your Trust & Estate Services Team

Secure your wealth with seasoned professionals you can trust.

JJ Ponce SVP, Texas Director of Trust and Wealth Management Services Texas

JJ Ponce SVP, Texas Director of Trust and Wealth Management Services Texas
Office: 469-749-8945

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*Please be aware email is not a secure method of communication. Do not use email to send us confidential or sensitive information such as passwords, account numbers or Social Security numbers.

Joe Borghoff, J.D., CTFA VP, Nebraska Director of Trust Services Nebraska

Joe Borghoff, J.D., CTFA VP, Nebraska Director of Trust Services Nebraska
Office: 402-221-0171

An articulate and detail-oriented leader, Joe is dedicated to supporting his colleagues and clients through challenging times.
With nearly 16 years of experience in law and financial services, Joe brings essential skills to our leadership team. His intelligent and thoughtful guidance is crucial to the success of our team and clients. Joe is passionate about helping families navigate difficult periods, taking pride in providing relief and support.
Whether navigating complex legal and financial landscapes or supporting a colleague, Joe embodies the values of dedication, empathy, and integrity. His holistic approach to leadership and client services makes him an asset to our organization and a trusted advisor to those he serves. His dedication to learning and improving ensures he stays well-versed in industry trends and best practices, benefiting his team and clients.
Outside of work, Joe cherishes quality time with friends and family. He also lives an active lifestyle. He enjoys running, playing with his kids, watching sports, golfing, and exploring new restaurants and destinations.

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*Please be aware email is not a secure method of communication. Do not use email to send us confidential or sensitive information such as passwords, account numbers or Social Security numbers.

Lisa Smith VP, Iowa Director of Trust & Wealth Management Services Iowa

Lisa Smith VP, Iowa Director of Trust & Wealth Management Services Iowa
Office: 515-393-2662

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*Please be aware email is not a secure method of communication. Do not use email to send us confidential or sensitive information such as passwords, account numbers or Social Security numbers.

Teresa Layton VP, Senior Trust Officer Nebraska

Teresa Layton VP, Senior Trust Officer Nebraska
Office: 402-449-0964

An experienced wealth management professional with expert knowledge of investment strategies.
Teresa's 35 years of trust and wealth management experience have increased her passion for helping families achieve financial harmony. Her personalized approach and commitment to her client's success reflect this passion.
With a demonstrated history of working in the financial services industry, Teresa hones her skills to help individuals and businesses achieve their goals. From simple to complex financial solutions, Teresa works to find investment strategies that align with client's needs and values.
Teresa is a member of the Omaha Estate Planning Council and was a past chair of the Nebraska State Board of Directors for the Combined Health Agency Drive.
Teresa enjoys playing golf in her free time. Her best golf days are spent with her favorite golf partner, her grandson. She also spends ample time with her family, from leisure activities to planning exciting trips together.

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*Please be aware email is not a secure method of communication. Do not use email to send us confidential or sensitive information such as passwords, account numbers or Social Security numbers.

David Shrader, CRPS® AVP, Employee Benefits Trust Officer Nebraska

David Shrader, CRPS® AVP, Employee Benefits Trust Officer Nebraska
Office: 402-449-0939

A trusted professional dedicated to making a meaningful impact on businesses and individuals.
Being in the financial industry for 25 years, David grew a passion for providing personalized advice and guidance while helping clients plan for their financial future.
Knowing that his advice and education can help individuals achieve their goals is all the motivation David needs. The positive feedback from clients reaffirms his value and makes him feel like a true asset.
While serving his clients on behalf of a family-owned bank, David appreciates its reputation for commitment to the community. This commitment is evident through strong client relationships and genuine support of philanthropic organizations that, in turn, provide helpful resources and services to the community at large.
David is a believer in the "Social Contract," the idea that we all have a responsibility to give back to our community. He dedicates his time to several non-profit organizations and proudly serves as a Board Member of the Nebraska Early Childhood Collaborative.
Off the clock, David enjoys relaxing, playing cards with friends, and attending sporting and live music events.

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*Please be aware email is not a secure method of communication. Do not use email to send us confidential or sensitive information such as passwords, account numbers or Social Security numbers.

Kevin Poots VP, Senior Trust Officer Nebraska

Kevin Poots VP, Senior Trust Officer Nebraska
Office: 402-221-0121

A seasoned trust officer dedicated to understanding his clients' history and family dynamic to provide exceptional service.
With 40 years of experience in the financial sector, Kevin’s dedication lies in ensuring his clients receive the best service. For the past two decades, Kevin has specialized in trust services, bringing his expertise to Security National Bank, where he has been a valued team member for nearly 30 years.
With a heartfelt commitment to estate work, Kevin believes in supporting families during challenging times, ensuring their estates are managed with care so they can focus on each other. Kevin embraces a relationship-centric approach, prioritizing trust and nurturing connections over time.
Beyond his professional endeavors, Kevin serves as the President of a Private Foundation that champions education by providing scholarships to local high school seniors, ensuring their dreams of higher education become reality. The foundation also awards grants to 501C3 organizations serving the community.
Outside of work, family is paramount, and Kevin strives to be the best husband, father, and grandfather he can be.

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*Please be aware email is not a secure method of communication. Do not use email to send us confidential or sensitive information such as passwords, account numbers or Social Security numbers.

Kyle Miles Trust Officer Nebraska

Kyle Miles Trust Officer Nebraska
Office: 402-614-3934

A dedicated trust officer whose mission is to positively impact clients through trusted financial guidance.
With a passion for helping individuals and families secure their financial future, Kyle combines his knowledge with empathy to ensure that his clients receive the highest level of service.
Eager to work for a family-owned, community-focused financial institution, Kyle joined the bank in 2022. His decision was driven by a desire to work closely with clients to understand their needs and tailor financial solutions accordingly.
Kyle thrives on the complexities of trust and estate administration. By balancing challenges with interpersonal dynamics, he works to help keep his clients’ assets safe. For Kyle, success is found in translating clients’ aspirations into actionable strategies.
Proud to serve on the Omaha Advisory Committee for the Team Jack Foundation, Kyle contributes to the cause by providing valuable insights that help the foundation navigate challenges and seize opportunities.
Outside of serving others professionally and philanthropically, Kyle loves being outdoors and spending time with his wife and two children. He also enjoys spending his time on the golf course.

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*Please be aware email is not a secure method of communication. Do not use email to send us confidential or sensitive information such as passwords, account numbers or Social Security numbers.

Wealth & Investment Services

Customized investment strategy built around your life, your needs, and your values. Because it’s not an off-the-shelf, one-size-fits-all solution, you’ll get access to unique opportunities and a plan custom built for you.

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