Trust

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. 

JoAnn started working in Personal Trust and Investment Management at Northwestern National Bank in Minneapolis, Minnesota over 35 years ago after having worked in other areas of banking. JoAnn’s trust and banking expertise includes private banking, trust administration, investments, training, finance, marketing, audit and compliance, and product management. Her expertise and broad range of work experience is a valuable asset to our clients. 

JoAnn has experience with wealth management from the simple to the very complex.  Her trust knowledge is coupled with her unwavering commitment to excellent customer service and communication. 
JoAnn graduated from St. Olaf College and studied at the National Graduate Trust School at Northwestern University. 

Volunteer Activities:  JoAnn’s diverse volunteer activities include 25 years of helping to coordinate community 4^th of July celebrations and annual clean up days, chairing the Chaska Commitment to Community task force, and serving as a Southwest Metro Transit commissioner.

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 is a member of the Glencoe Rotary Club, where she serves as the membership chair.

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. 

Paula joined Security Bank & Trust Co. in 2019, bringing over 25 years of experience in the areas of estate planning, estates and trusts administration, and tax planning in the practice of law, in the financial industry and having passed the Certified Public Accountant exam, she has experience assisting clients with banking, investments, tax planning, estate planning, estate administration, financial planning, cash flows and insurance needs.

Paula most recently worked for Briggs and Morgan, P.A. helping individuals and families craft estate plans to attain their goals and objectives, including the preparation of wills, trusts, health care directives, durable powers of attorney and related documents, and advising clients on estate, gift and generation‐skipping tax issues, as well as income tax issues associated with estate planning. Prior to working at Briggs and Morgan, Paula worked in the financial industry for over 20 years.

Paula graduated from the University of Minnesota with a B.S.B. in Accounting and the William Mitchell College of Law with a J.D. and L.L.M.

Paula lives in North Oaks with her husband, Eric, and daughter, Sophie. In her spare time, Paula enjoys spending time with family and friends, traveling, reading, cross country skiing and hiking.

Volunteer Activities: Paula has volunteered for Southern Minnesota Regional Legal Services, Wilder Foundation and Volunteer Income Tax Assistance (VITA). She is a current member and has served on the board of the Twin Cities Estate Planning Council.