Shannon Bruggeman (Klein), CTFA in

Shannon Bruggeman (Klein), CTFA

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Vice President and Trust Officer at First State Bank of Middlebury
📍 Elkhart, Indiana, United States

Shannon Bruggeman is the Vice President and Trust Officer at First State Bank, holding a Certified Trust and Financial Advisor (CTFA) certification. Praised for her winning personality and desire to meet client needs, she is an active community leader and serves as Treasurer for Crossroads United Way.

Outside of her professional role, Shannon is deeply engaged in her community. She volunteers her expertise on the board of Crossroads United Way, an organization focused on improving the quality of life in her region. She is passionate about connecting people with community resources.

She is the Treasurer and a board member for Crossroads United Way of Elkhart, LaGrange, and Noble Counties.

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Current Role
Vice President and Trust Officer
Location
Elkhart, Indiana, United States
Personality Overview

How Shannon shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Shannon cares about

Wealth & Trust Services
As a Certified Trust and Financial Advisor and VP at First State Bank, this is her core professional expertise, with a focus on meeting client needs.
Community Improvement
Serves as Treasurer for Crossroads United Way, a nonprofit dedicated to improving the quality of life and developing solutions for social needs in her community.
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Career

Work history

1-2019
Vice President and Trust Officer
First State Bank of Middlebury
2-2012
Assistant Vice President and Trust Officer
First State Bank of Middlebury
10-1999 - 2-2012
Operations Manager/Officer
Elkhart Community Bank
In the press

Media appearances

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Education

Shannon has no verified education history

Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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