Joseph Lund
Personal Trust Officer
Hometown: Sioux Falls, SD
Education: Mount Marty University, University of South Dakota
“I feel that ‘Family’ is a value the Bank has perfected.”
I love building personal relationships to better understand your needs and goals. While the finances are obviously important, the people behind them create the story.
After interning with First National Wealth Management in 2024, I knew I wanted to return. The teammates throughout the Bank and the clients we serve made a lasting impact on my two years of law school!
I specialized my education around trusts and estate planning, receiving my Trust Law Certificate upon graduating from the USD Knudson School of Law.
With a bachelor’s degree in finance and banking and a Juris Doctor, I excel in the preparation and interpretation of documents that set clients up for a successful future.
My first introduction to finance and investing was collecting sports cards at a young age, which I am still passionate about today. I have also played baseball for most of my life, including on the O’Gorman High School and Mount Marty teams.
In my free time, I enjoy coaching baseball and watching the Minnesota Timberwolves and Kansas Jayhawks. My parents still live in Sioux Falls with our dog (who I would love to have move in with me!), while my brother lives in the Minneapolis area.