Reserve

Our Story

about us

Our Story

We are a trusted partner for life’s financial journey, motivated by making our clients’ lives easier and better.

  • 1

    GLOBAL REACH

    Geographically unrestrained, we work with clients across the globe.

  • 2

    FULL SERVICE

    Comprehensive services to meet your needs via a customized service plan.

  • 3

    A ROBUST TEAM

    Our team of more than 40 wealth management professionals is at your service.

  • 4

    CERTIFIED EXPERIENCE

    Our highly educated team consists of attorneys, CPAs, CFPs®, CFAs, MBAs, and CTFAs.

We’re Independent

First National Wealth Management is a division of The First National Bank in Sioux Falls, a fifth-generation family business, independently owned since 1885 and dedicated to remaining so.

For more than 100 years, our Wealth Management experts have been committed to continuity, transparency, and reliability.

Based in Sioux Falls, South Dakota, we are grounded in Midwest values.

Our First Values

Family
Independence & Innovation
Relationships
Stewardship
Teamwork

Meet the team

With one point person, a customized meeting schedule, and access to our complete in-house team of experts and specialists, our approach is built to create simplicity.

Adam Cox
JD, MBA

Adam Cox

Chief Wealth Management Officer

Paula Bindert
CPA

Paula Bindert

Wealth Advisor – Tax Consultant

Sarah Hogg
CPA

Sarah Hogg

Wealth Advisor – Tax Consultant