Trust & Wealth Management

Providing objective advice for your unique goals.

Reliable Experts Helping You Move Forward

The Trust Department is fortunate to have over four decades of providing comprehensive trust and estate administration services. Our exceptional team has a proven record of prompt, efficient, cost effective, and personalized services. Allow our experts to serve your needs as an independent, unbiased, and impartial fiduciary to manage your estate or trust administration through completion. We believe that having a trust department within a retail bank setting, we can do more in one place to meet your needs.

Proudly serving our local communities, greater Minnesota and out of state administration. We are proud to partner with you, your attorney, and/or CPA to make sure your administration goals are carried out.

Online Access

To enroll in this option or contact us with questions, please email or call us at (320) 864-5134 or (651) 452-9550.

Personal Trusts

A Corporate Trust Department will provide the expertise necessary to administer your trust objectively and efficiently. Often times, family or friends are named as successor trustees who are not familiar nor qualified to administer the tasks they are being delegated. Additional benefits of an independent corporate trustee are to provide impartiality and objectivity among family members or beneficiaries who may have disagreements. We have the capability of stepping in right away to serve in a co-trustee or successor trustee role in the event of your incapacity or death.

Estate Settlement

We work tirelessly to collect, value, and administer all the assets in your estate as of your date of death. If a probate administration is necessary, we can work with your estate planning attorney to open a probate. If your estate requires the filing of Estate Tax or Income Tax returns, we work with tax professionals to prepare and file all required tax filings. We have vast experience in administering all types of assets including, but not limited to, real estate, marketable securities, farmland, limited liability interests, collectibles, partnership interests, rental properties, and personal property.

Investment Services

Successful investing can be very complicated – unless you have the experience and time to spend on investment matters. For most individuals, the situation calls for expert help, but even among investment experts, skills and experience vary widely. Our staff has a history of reliable unbiased advice and service. That is a strong reason to consider our investment services. We are professional investors who for many years have helped clients achieve their individual goals.

Our services:

  • Trustee (Sole, Co-Trustee, Successor Trustee)
  • Personal Representative or Executor of your estate
  • Investment Agency Accounts
  • Agency and Custodial Accounts
  • Individual Retirement Accounts
  • Medallion Signature Guarantee
  • Investment Management

Types of Administrations:

  • Revocable Trusts
  • Irrevocable Trusts
  • Charitable Remainder/Uni-Trusts
  • Special or Supplemental Needs Trusts
  • Irrevocable Life Insurance Trusts (ILIT’s)
  • Personal Representative or Executor for Estate Administrations
  • Private Foundations

Disclosures

  • Products purchased through a trust relationship are not FDIC insured, are not bank guaranteed, may lose value, involves investment risk, including possible loss of principal amount invested. Past performance cannot guarantee future results.
  • Our services do not constitute legal or tax advice; please consult your attorney or tax professional to determine how this information may apply to your own situation.

Meet Our Trust Team

 

Marcus P. Hoffmann
Marcus P. Hoffmann
Executive Vice President – Trust
Marcus P. Hoffmann

Marcus P. Hoffmann

Executive Vice President – Trust

march@security-banks.com

(320) 864-5134 or (651) 452-9550

Marc joined Security Bank & Trust Co. in 2017, bringing over 22 years of financial services industry experience. Marc’s expertise is in the areas of income, gift, and trust and estate taxation, along with experience in trust and estate administration for high net worth individuals.

Marc has provided tax and fiduciary services for his clients as a Senior Client Advisor at Robins Kaplan LLP, and as a Financial Consultant for Fiduciary Counseling, Inc. This experience gives Marc an understanding of a clients’ total financial picture.

A Twin Cities native, Marc earned his Bachelor of Arts degree in Accounting from St. John’s University. He lives in Excelsior with his wife, Kristin, and their two children. He enjoys golfing, fishing, and coaching his children’s baseball and hockey teams.

Volunteer Activities: Marc has been instrumental in fundraising for Ducks Unlimited, St. John the Baptist Catholic School, and St. Therese Catholic School.

Tina Rosckes
Tina Rosckes
Senior Vice President – Trust, CISP, CTFA
Tina Rosckes

Tina Rosckes

Senior Vice President – Trust, CISP, CTFA

tinar@security-banks.com

(320) 864-5134 or (651) 452-9550

Tina joined the Trust Company in 1998.  As a Trust Officer, she administers a variety of account relationships, including trusts, estates, and IRAs.  She has over 20 years of experience in the financial services industry.  Her expertise in Special Needs Trusts and IRAs makes her a valuable asset to our trust team. 

Originally from western North Dakota, Tina earned the designation of Certified IRA Services Professional (CISP) from Cannon Financial Institute and has also achieved the designation of Certified Trust and Financial Advisor (CTFA).  Before her years in the trust business she held positions in payroll and accounting. She resides in Glencoe with her husband, James, and three adult children.

Volunteer Activities:  Tina has been a mentor for confirmands at Christ Lutheran Church and is on the Alter Guild Committee.  She is also a member of the Audit Committee for Christ Lutheran Church.  She was a 10 year member of the Glencoe Rotary Club, where she served as the membership chair.  She is currently on the GRH Foundation Board.

Dan Wilson
Dan Wilson
Vice President – Portfolio Manager
Dan Wilson

Dan Wilson

Vice President – Portfolio Manager

danw@security-banks.com

(320) 864-5134 or (651) 452-9550

Dan previously worked within US Bank Wealth Management’s Personal Trust Department and has a background in Finance, Economics, and Statistics. He earned his Master of Science in Finance from Carlson School of Management at The University of Minnesota. Dan passed CFA Level I.

Dan maintains a portfolio management philosophy which emphasizes capital preservation and long term growth. His process of equity analysis incorporates measures of value, momentum, liquidity, and quality factors within a framework of fundamental analysis to minimize a portfolio’s overall risk for a given level of expected return. The investment research process is heavily guided by industry trend forecasts as well as macroeconomic developments. Dan’s expertise is within econometric analysis, fixed income and equity valuation, and portfolio management.

Dan has published a white paper in partnership with RBC Global Asset Management which researched the effectiveness of targeted Impact Investing in improving socio-economic factors. This was done by conducting a literature review of current research and devised methodologies to quantify the levels of health, safety, education, and economic opportunity available for communities within revitalized areas. Other interests include machine learning applications within finance; specifically how neural nets can be trained to price securities.

Robin Fink
Robin Fink
Trust Officer
Robin Fink

Robin Fink

Trust Officer

robinf@security-banks.com

(320) 864-5134 or (651) 452-9550

Robin Fink has been with Security Bank & Trust for 20 years and comes to the Trust Department with a wealth of experience in the financial services industry. Throughout her career, she has worked with a diverse range of clients, including high net worth individuals, families, and businesses.

Robin has an in-depth understanding and knowledge in financial planning with a strong background in investment management. She is a skilled communicator and listener, with a talent for building strong relationships with clients based on trust, respect, and confidentiality.

As a Trust Officer, she is committed to providing her clients with the highest level of service and expertise and is always looking for new ways to help them achieve their financial goals.

Robin holds a Bachelor’s degree in Business Administration from Mankato State University. Robin and her husband, Matt, have lived in Belle Plaine, MN for 25 years. When she’s not working with clients, Robin enjoys spending time with her family, traveling, and being a Grandma.

Robin is an active member at St. John’s Lutheran church in Belle Plaine and is also a volunteer at Dollars for Scholars, a non-profit organization promoting post-secondary education by providing local scholarships to graduating seniors from Belle Plaine, MN.