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Wausau Expansion Drives WoodTrust Asset Management Promotion
February 4, 2008
WoodTrust Asset Management is pleased to announce that Terry Knoll has been promoted to Vice President and Investment Officer for the WoodTrust Asset Management Wausau office located in The Dudley Tower. Knoll, who joined WoodTrust Asset Management in March 2003, will now serve as the company’s primary investment officer in Wausau.
Knoll, a native of Wisconsin Rapids, began his 20-year career in the investment industry with Charles Schwab in San Antonio, Texas then relocated to Chicago in 1992. Knoll returned to the Wisconsin Rapids area in 1996 as a financial consultant with M&I Brokerage Services, and earned his Certified Financial Planner designation in 2000. Knoll joined WoodTrust Asset Management as an Investment Officer in 2003, where he became an integral part of the company’s Investment Committee.
Chad Kane, President of WoodTrust Asset Management notes, “Terry has continued to go above and beyond the norm in his quest for continuing education. Having recently been awarded his Certified Retirement Services Professional (CRSP) designation, to supplement his Certified Financial Planner (CFP) designation, provides him with the appropriate tools to provide his clients with high quality, objective service and advice."
Knoll also serves on the St. Joseph’s Hospital Foundation Board of Directors.
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