A Secure Future is Built on Personal Trust

Our Services

A Secure Future is Built on Personal Trust

Whether honoring your wishes to benefit your heirs or a charity, maximizing your impact with smart tax strategies, or avoiding the expense and delays of probate, secure your legacy with personal trust and estate settlement services.

Personal Wealth Services

Our team works closely with your tax and legal advisors to determine the trust structure that’s right for your priorities and circumstances. Then, our Investment Team will define and implement an investment strategy for your trust that includes tax-conscience planning.

Your account size determines our fees. Because our employees don't work on commission, you can be confident that our guidance is always in your best interests.

Contact Us

Meet Our Personal Trust Team

Maggie Groteluschen
JD, MBA, CTFA

Maggie Groteluschen

Fiduciary Services Manager
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