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 Trust & Investment Services Departments in the area with more than $3.5 billion in assets.

Adam D. Cox

Adam D. Cox

JD, MBA
Senior Wealth Management Executive
Contact
(605) 335-2902
Nancy Wahlstrom

Nancy Wahlstrom

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

Liz Krogstad

JD
Personal Trust Account Administrator
Contact
(605) 335-5109
Maggie Groteluschen

Maggie Groteluschen

JD, CTFA
Personal Trust Account Administrator
Contact
(605) 335-5158
Tammy Noordermeer

Tammy Noordermeer

CTFA
Personal Trust Account Administrator
Contact
(605) 335-5181
Tonya Kruger

Tonya Kruger

Personal Trust Account Administrator
Contact
(605) 782-4016
Veronica Paulson

Veronica Paulson

JD
Personal Trust Account Administrator
Contact
(605) 335-2903
Joe Dylla

Joe Dylla

JD, MBA
Specialty Trust Services & Legal Compliance Manager
Contact
(605) 782-4018
Tom Benz

Tom Benz

Institutional Trust Manager
Contact
(605) 335-5131
Kim Eggebraaten

Kim Eggebraaten

CRSP
Retirement Plans Manager
Contact
(605) 335-5262
F. Bert Olson

F. Bert Olson

Corporate Trust Manager & Personal Trust Account Administrator
Contact
(605) 335-5219
Liz Woodsend

Liz Woodsend

CCTS
Corporate Trust Account Administrator
Contact
(605) 357-7688
Kyle Cipperley

Kyle Cipperley

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

Sarah Madison

CFA®
Portfolio Manager
Contact
(605) 335-5133
Tim Umfleet

Tim Umfleet

JD, LLM
Trust Risk Manager
Contact
(605) 335-5216
Levi Parker

Levi Parker

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

Becky Peterson

CPA
Trust Operations Manager and Tax Specialist
Contact
(605) 335-5189