Trust Officers
The LANB Trust department can be contacted directly at 662-1060.
Dan Monte
Senior Vice President and Trust Manager
Dan joined Los Alamos National Bank in January of 2005. Prior to joining the bank, Dan was a shareholder with the Santa Fe, New Mexico law firm of Scheuer, Yost and Patterson, P.C.. He has more than 15 years of experience as a trusts and estates attorney. "I feel very fortunate working for a company which is driven by service excellence and community commitment" Dan says. "I am very proud of how LANB does business, how we give back to our communities, and how we continually strive for improvement." Dan holds a Juris Doctorate degree from Creighton University School of Law. He is very active in the community, serving on the boards of the Grand Prix de Santa Fe, Inc., The New Mexico Alzheimer's Association, and the St. Vincent Hospital Foundation.
Bernadette Rodriguez
Senior Trust Officer
Bernadette came to LANB in August of 2005. She has been in the banking industry for 27 years, specifically in trusts and estates for 12 years. Bernadette manages estate and trust relationships, and consults with current and prospective clients on investments and financial planning services. Bernadette also handles real estate sales, tax reviews and following through on an individual's last requests upon their death. Bernadette finds every day at LANB to be an adventure.
Ellie Roberts
Trust Officer
Ellie joined LANB in 2007 after a 25 year career as an attorney in private practice in Connecticut. She had visited New Mexico many times, and liked it so much that she decided to make it her home. During her legal career she served as a trustee, executrix, conservator, guardian of estate, and court appointed guardian ad litem and attorney for minors, incapable and mentally challenged individuals. She also served for many years as a fact finder/arbitrator for the Connecticut Superior Court. Ellie received a B.A. from Franklin & Marshall College, in Lancaster, PA. and her J.D. from St. John's University School of Law, in New York, NY.She is pleased to be a part of LANB, and greatly admires its commitment to the community.
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