Trust Administration & Investment Management

Trust Accounts:

Irrevocable Life Insurance Trust

An Irrevocable Life Insurance Trust (ILIT) is created to own and control a term or permanent life insurance policy or policies while the insured is alive, as well as to manage and distribute the proceeds that are paid out upon the insured’s death. An ILIT can own both individual and second to die life insurance policies.

Investment Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Trust Contacts

JANE GOBLE | Trust Officer | Vice President

Jane L. Goble, Trust Officer and Vice President is a veteran trust officer of financial institutions in Southwest Florida, most recently with BMO Harris Private Bank (formerly Marshall & Ilsley Trust Company) in Naples. She is a graduate of Cannon Trust School and is a past president of the Estate Planning Council of Southwest Florida, past member of the Board of Trustees of the Southwest Florida Community Foundation and has been a volunteer with the Lee County Bar Association.

Direct 239-449-6930

REBECCA BELT, CTFA | Trust Officer | Vice President

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Rebecca Y. “Becky” Belt, CTFA, Trust Officer and Vice President, has over 30 years of trust administrative and operations experience with wealth management institutions in northeast Florida. Becky began her career with Barnett Bank Trust Company and has since served in trust administrative positions with SunTrust Bank, First Guaranty Bank & Trust Company and CenterState Bank. She is a graduate of the Florida Bankers Association Graduate Trust School, holds the designation of Certified Trust Financial Advisor (CTFA) and is a member of the Estate Planning Council of Northeast Florida.

Direct 904-301-2226

SCOTT BUTTON | Trust Officer

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Scott Button, Trust Administrator, joined Cypress Bank & Trust in 2012. Scott has over 23 years of experience in the trust industry including both trust administration and trust operations. He is a graduate of the Florida Bankers Association Graduate Trust School and a Bachelor of Arts in Music and a business certificate from Indiana University.

Direct 772-492-1931

MARK FORE | Senior Fiduciary Officer | Senior Vice President

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Mark Fore, Senior Fiduciary Officer and Senior Vice President, has 25 years of experience in the private practice of law, the last 18 of which with Gray Robinson, P.A., in its Lakeland office. Prior to joining Cypress, Mark’s practice focused on the preparation and implementation of estate planning documents, including wills and trusts, probate, trust and guardianship administration, as well as dispute resolution and litigation matters in these practice areas.  He is admitted to the Florida and Georgia Bars, and is a member of the Real Property, Probate and Trust Law section, and the Elder Law section of the Florida Bar. Mark has previously served as volunteer guardian ad litem for the 10th Judicial Circuit Court. He is also an active member and former president of both the Lakeland Rotary Club and the Lakeland Bar Association. Mark has an undergraduate degree from the University of Georgia and earned his Juris Doctor from Samford University’s Cumberland School of Law.

Direct 863-295-9605

M. LISA AMOROSO, CTFA | Senior Trust Officer | Vice President

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M. Lisa Amoroso, CTFA, Senior Trust Officer and Vice President, is a key fiduciary resource with an in-depth knowledge of fiduciary principals and applicable laws to assist clients in achieving their goals and help them manage, preserve, and transition their wealth. Prior to joining Cypress and for more than 30 years, Lisa has served as a Trust Advisor at large regional institutions. She has a bachelor’s degree in Political Science from the University of Central Florida and a bachelor’s degree in International Business from Rollins College. She is also a graduate of Florida Trust School and National Graduate Trust School and is a Certified Trust and Financial Advisor (CTFA). Lisa serves as a Board Member for Central Florida Estate Planning Council and is a member of the Orlando Estate Planning Discussion Group.

Direct 407-961-6035

MARIETTE BRODEUR, CAP | Trust Officer | Vice President

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Mariette Brodeur, Esq., CAP®, Trust Officer and Vice President, has 25+ years of private, public policy and philanthropic sector experience with large organizations, government, and nonprofits. Mariette holds a B.S. in Political Science, a J.D., and is a Chartered Advisor in Philanthropy. Mariette supports and advises individuals, families, private foundations, not for profits and endowments regarding wealth transfer and management of trust funds. She serves on the Board of the Planned Giving Council of Northeast Florida, as Governance Committee Member of Beaches Emergency Assistance Ministry, and is a Member of the Estate Planning Council of Northeast Florida.

Direct 904-310-1729

ANITA CALABRO | Trust Officer | Vice President

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Anita D. Calabro, Trust Officer and Vice President, joined Cypress Bank & Trust in 2012. She previously spent 15 years in the legal and financial services industry with roles at Regions Trust, where she managed trust relationships for high-net-worth families, and at Wachovia Wealth Management where she administered personal trusts. Anita holds a Bachelor of Science degree in Business Administration from Capella University, an Associates of Arts degree in General Studies and an Associates of Science degree from Eastern Florida State College. She has also completed course programs at Cannon Trust School and Graduate Trust School.

Direct 772-492-1923

MARY LOU KALISZ | Senior Trust Officer | Vice President

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Mary Louise Kalisz, Senior Trust Officer and Vice President, is a trust industry veteran which spans 30+ years. She joined Cypress Bank & Trust in 2007 as a Trust Administrator. Throughout her career, Mary Lou has worked principally with high-net-worth individuals and families, spending 15 years at SunTrust and 4 years with Citrus and Chemical Bank. She is a graduate of both the Florida Trust School and the National Trust School. She is a member of the Polk County Estate Planning Council.

Direct 863-295-9607

Alina Mitroi | Junior Trust Officer | Vice President

Alina Mitroi, Jr. Trust Officer and Vice President joined Cypress Bank & Trust in 2022. Prior to joining Cypress, Alina managed trust relationships for Ultra-High Net worth clients for Bank of America Private Bank for 6 years. Her career includes 11 years with Wachovia Bank Wealth Management where she administered trusts and estates. She graduated from Florida Atlantic University with a major B.S. in International Business and a Certificate of Corporate Financial Management. Additionally, she completed the Certified Financial Planner Program from Barry University. Alina has lived in Florida most of her life and is married to her husband Adrian. In her spare time, she enjoys cooking, hiking and is also an avid beekeeper.

Direct 561-296-6297

JOE PAULDINE | Market Executive | Senior Vice President

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Joseph C. Pauldine, Market Executive and Senior Vice President, joined Cypress Bank & Trust in 2004. Joe has served in various roles within the company including Vice President of Marketing and Sales and Channel Marketing Specialist. Prior to joining Cypress, he spent 13 years in sales and marketing positions with MCI, now a part of Verizon. Joe holds a Bachelor of Science degree in Marketing Management from Old Dominion University with additional course work in Mathematics and Statistics.

Direct 561-820-2010

CHARLES WEIR | Senior Trust Officer | Senior Vice President

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W. Charles Weir, Senior Trust Officer and Senior Vice President, joined Cypress Bank & Trust in November 2005. Prior to joining Cypress, Charles served as Senior Trust Officer with U.S. Trust Company in Vero Beach. He has served in several different executive roles and capacities with First National Bank of Atlanta, Union Trust Company/Bank of America Private Bank and US Trust Company. Charles graduated from The Citadel and earned a Juris Doctor from the University Of South Carolina School of Law. He served on active duty as a commissioned officer in the U.S. Army and also holds a Master of Arts degree in theology.

Direct 772-492-1937

KEN R. THOMPSON, JR, CTFA | Senior Trust Executive | Senior Vice President

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Kenneth “Ken” R. Thompson, Jr., CTFA, Senior Trust Executive and Senior Vice President, is a 36-year veteran of the trust and investment management industry. Mr. Thompson’s experience and background includes management roles at several legacy banks including SunTrust, First Union, Wachovia, and Wells Fargo. Mr. Thompson attended the Southern Trust and Canon Trust School and has the Certified Trust and Financial Advisor (CTFA) designation. He received a BS in Management from Georgia Tech. He serves on the Board of the Planned Giving Council of Northeast Florida, the Estate Planning Council of Northeast Florida, the Catholic Foundation for the Diocese of St. Augustine, and additional philanthropic organizations in Northeast Florida. 

Direct 904-301-2224

GINA RALL, CPA | Senior Trust Officer | Vice President

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Gina H. Rall CPA, Senior Trust Officer and Vice President, has more than 27 years of specialized knowledge in individual estate & trust taxation, fiduciary accounting and administration for trusts and estates with a special interest in eldercare & special needs trusts. She has been court appointed in many counties to serve as an independent trustee, curator, personal representative and/or guardian of property. Ms. Rall earned a B.S. in Accounting from the University of Central Florida and is a Certified Public Accountant registered and licensed in Florida. She is a member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA). She also serves as treasurer of Brevard County’s Early Steps (CATCH), is a member of Brevard County Estate Planning Council, and as a volunteer for Brevard County Special Olympics Brevard.

Direct 321-306-4105

ELIZABETH WAGNER | Senior Trust Officer | Vice President

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Elizabeth Wagner, Senior Trust Officer and Vice President, has over 40 years of experience in banking, trust, and investments in the Palm Beach market. She began her banking career with Bank of Palm Beach & Trust Company, which was acquired by First Union/Wells Fargo. Elizabeth held a private banking position with Harris Bank prior to joining Cypress Bank & Trust in 2004. She currently serves as the Chairperson of the Cypress Bank & Trust New Accounts Committee. She is a graduate of Towson University, the Florida School of Banking, and the Florida Graduate Trust School. Elizabeth is a member of the Rehabilitation Center for Adults and Children Professional Endowment Committee.

Direct 561-820-2921

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Easy Management

Providing for the financial future of family, non-profit organizations, or foundations is an intrinsic value. It is one that creates a sense of accomplishment. We’ll work with you to protect and manage your assets by creating customized investment strategies, serving you during estate settlement, and as an administrative trustee for clients already committed to an investment plan.