A Team Approach to Investing

Are you ready to plan for a secure financial future? Have questions? Need solutions?

Our in-house team of financial planning professionals includes attorneys, Chartered Financial Analyst charterholders (CFA®), Certified Financial Planner (CFP®) certificants, Certified Public Accountants (CPA), a Certified Retirement Services Professional (CRSP), a Certified Trust and Financial Advisor (CTFA©), and Certified Corporate Trust Specialists (CCTS), all of whom are dedicated to serving each client.

We are one of the largest independently-owned Wealth Management Departments in the area with more than $4 billion in assets.

Adam D. Cox

Adam D. Cox

JD, MBA
Senior Vice President and Chief Wealth Management Officer
Contact
(605) 335-2902
Nancy Wahlstrom

Nancy Wahlstrom

CTFA
Personal Trust Manager
Contact
(605) 335-5182
Liz Krogstad

Liz Krogstad

JD
Personal Trust Team Leader
Contact
(605) 335-5109
Maggie Groteluschen

Maggie Groteluschen

JD, CTFA
Personal Trust Team Leader
Contact
(605) 335-5158
Tammy Noordermeer

Tammy Noordermeer

CTFA
Personal Trust Team Leader
Contact
(605) 335-5181
Bill Blewett

Bill Blewett

JD
Personal Trust Account Administrator
Contact
(605) 357-7685
Chris Halverson

Chris Halverson

JD
Personal Trust Account Administrator
Contact
(605) 335-5235
David Peterson

David Peterson

JD, CFIRS™
Personal Trust Account Administrator
Contact
(605) 335-5186
Emily Pier

Emily Pier

JD
Personal Trust Account Administrator
Contact
(605) 782-4017
Jon Olson

Jon Olson

JD
Personal Trust Account Administrator
Contact
(605) 357-7668
Veronica Paulson

Veronica Paulson

JD
Personal Trust Account Administrator
Contact
(605) 335-2903
Tonya Kruger

Tonya Kruger

Trust Quality Assurance Specialist
Contact
(605) 782-4016
Joe Dylla

Joe Dylla

JD, MBA
Compliance Specialist & TRO Relationships
Contact
(605) 782-4018
Alan Meyer

Alan Meyer

Institutional Wealth Manager
Contact
(605) 335-2904
Tom Benz

Tom Benz

Institutional Trust Officer
Contact
(605) 335-5131
Somboon Jaiharn-Hamel

Somboon Jaiharn-Hamel

Institutional Trust Officer
Contact
(605) 335-5179
F. Bert Olson

F. Bert Olson

Corporate Trust Manager
Contact
(605) 335-5219
Liz Woodsend

Liz Woodsend

CCTS
Corporate Trust Account Administrator
Contact
(605) 357-7688
Kimball James

Kimball James

Retirement Plans Manager
Contact
(605) 335-5262
Kyle Cipperley

Kyle Cipperley

CFA®
Trust Investments Manager
Contact
(605) 335-5249
Sarah Madison

Sarah Madison

CFA®
Portfolio Manager
Contact
(605) 335-5133
Matt Adamson

Matt Adamson

CFA®
Portfolio Manager
Contact
(605) 357-7696
Tim Umfleet

Tim Umfleet

JD, LL.M
Trust Risk Manager
Contact
(605) 335-5216
Levi Parker

Levi Parker

JD, MBA
Trust Risk Specialist
Contact
(605) 335-5212