Wealth Management

We take a team approach

Wealth Management

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Adam Cox
JD, MBA

Adam Cox

Executive Vice President and Chief Wealth Management Officer
Maggie Groteluschen
JD, MBA, CTFA

Maggie Groteluschen

Fiduciary Services Manager
Don Rahn
CFP®

Don Rahn

Wealth Advisory Manager
Bryant Henderson
CFP®

Bryant Henderson

Wealth Advisor

Dave Burns

Wealth Advisor
Nick Ratzloff
MBA

Nick Ratzloff

Wealth Advisor
Paula Bindert
CPA

Paula Bindert

Wealth Advisor – Tax Consultant
Sarah Hogg
CPA

Sarah Hogg

Wealth Advisor – Tax Consultant
Tammy Noordermeer
CTFA, MBA

Tammy Noordermeer

Trust Manager
Sara Baus
JD, CTFA

Sara Baus

Personal Trust Team Leader
Stacie Swanstrom
CFIRS, CTFA

Stacie Swanstrom

Personal Trust Team Leader
Carrie Reider
CP

Carrie Reider

Wealth Management Associate Team Leader
Connor Hurley
MBA

Connor Hurley

Personal Trust Officer
Elisa Hurley
JD

Elisa Hurley

Personal Trust Officer
Kayla O’Neal
MBA, CFIRS, CTFA, CFP®

Kayla O’Neal

Personal Trust Officer
Marit Moberg
MBA

Marit Moberg

Personal Trust Officer
Veronica Paulson
JD, CTFA

Veronica Paulson

Personal Trust Officer
Steven Miller
JD, CTFA

Steven Miller

Estate Settlement Officer

Lauren Gilbertson

Institutional Trust Officer
Kimball James
QKA

Kimball James

Retirement Plans Manager
Amy DeYonge
QKA

Amy DeYonge

Retirement Plans Lead
Kyle Cipperley
CFA®

Kyle Cipperley

Trust Investments Manager
Matt Adamson
CFA®

Matt Adamson

Portfolio Manager
Erik Ustad
CFA®

Erik Ustad

Portfolio Manager
Tonya Kruger
CTFA

Tonya Kruger

Fiduciary Risk Manager
Kelsey Stevens
MBA

Kelsey Stevens

Operations Manager


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