NNB Trust & Investments Team

Not FDIC Insured | No Bank Guarantee | May Lose Value

We're here to help you build more than just wealth.

Wealth management and financial planning may seem complicated, but we're here to help. Meet the team that you can call on to build long-term relationships, offer peace of mind, and deliver sound wealth management services.

James A. Shaffer, CTFA, Senior Vice President and Managing Director brings over 25 years of financial experience to the NNB Wealth Management team, where he leads all wealth management activities for NNB Trust & Investments and Northumberland Financial Strategies. Jim maintains his Certified Trust and Fiduciary Advisor (CTFA) certification from the American Bankers Association and is a Finance graduate from the Smeal College of Business at Penn State University.

Julie A. Rodkey serves as Vice President & Senior Trust Officer of NNB Trust & Investments. She has more than 15 years of experience in trust and estate administration, as well as retirement and investment management services. Julie enjoys building relationships with her clients and helping individuals achieve their financial goals.

Jared L. Roush is Vice President and Trust Officer at NNB Trust & Investments, where he assists families, individuals and organizations. His expertise lies in trust administration, estate planning and settlement. Jared actively engages in his clients' financial planning processes, establishing himself as a trusted source for financial advice within the community. He holds the Certified Trust and Fiduciary Advisor (CTFA) designation from the American Bankers Association.

Jared enjoys guiding clients through their financial journeys, ensuring the transition from initial planning to execution is completed smoothly and efficiently. He is dedicated to establishing complete plans that provide clients with peace of mind.

Ann M. Conrad currently serves as Vice President, Trust Tax and Compliance Officer for NNB Trust & Investments. Ann has more than 45 years of experience in wealth management and trust services. She oversees all tax processing for NNB Trust & Investments, as well as ensuring all Trust & Investment activities within the department comply with existing laws, regulations and industry best practices. She also keeps apprised on any legal and regulatory developments that may impact the department.

Jennifer L. Keim is Vice President, Trust Operations and Tax Manager. She oversees the daily operations of NNB Trust & Investments, ensuring the timely, accurate and controlled processing of all operational transactions. Additionally, Jen coordinates and guarantees the thorough completion of tax processing at both the state and federal levels.

Bonnie L. Lowe is a Trust Operations Assistant with NNB Trust & Investments. In her role, she manages the daily operations of the Trust Department, which includes executing trades, printing checks, posting transactions, processing daily sweeps and balancing daily work.

Chantal L. Klosner is a Trust Operations Assistant with NNB Trust & Investments. In her role, she supports the Trust officers and manages daily administrative operations such as entering account information and reconciling accounts, processing sales and purchases of securities, posting dividends and interest, and facilitating payments to and from client accounts.

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