Trust

Greg is President of the Trust Company at Security Bank & Trust Co. With over 25 years of experience in the financial services industry, he specializes in providing comprehensive wealth management solutions for the affluent. Greg’s areas of expertise include investment management, trust and fiduciary services.

Over the years, Greg has provided wealth management services for Security Bank & Trust Co. in Glencoe, Minnesota, Wells Fargo PCS in St. Cloud, Minnesota, and also for First Trust Company North Dakota, N.A. in Fargo, North Dakota. A Minneapolis native, Greg earned his Bachelor of Arts degree in economics from the University of Minnesota. Additionally, he holds the designation of CTFA, Certified Trust and Financial Advisor. He, his wife Carla, daughter Christina, and son Daniel reside in Norwood/Young America.

Volunteer Activities: Greg is currently involved in various volunteer activities including the Ridgeview Hospital Foundation, Crown College, CentraCare Health Foundation, and International Rotary Club. Other organizations that Greg has been affiliated with over the years include Central Minnesota Community Foundation, Central Minnesota Estate Plan Council, Glacial Ridge Estate & Financial Planning Council, and St. Cloud Technical College Foundation.

Bill has over 40 years of experience in the areas of estate planning, trust, and estate administration both in the practice of law and within bank trust departments.  During that time, he has worked with clients having estates of all different sizes and complexities to help them achieve their personal and financial goals.  His experience has enabled Bill to be a frequent speaker to community and professional audiences on a variety of estate planning and trust administration topics.

A Minnesota native, Bill is a graduate of Carleton College and the University of Minnesota Law School.  During his career he has held senior positions at U.S. Trust, N.A., U.S. Bank, N.A and LB Community Bank and Trust, an affiliated company of Lutheran Brotherhood.  Additionally he practiced law with the Twin Cities law firms of Best & Flanagan LLP and Lindquist & Vennum, PLLP.

Bill and his wife, Diane, reside in Saint Paul and they have two grown sons.

Volunteer Activities: Contributing to the community is very important to Bill and he has been involved in a wide variety of community boards and professional organizations. Currently he serves on the Governing Members of the Saint Paul Chamber Orchestra and on the Minnesota Board of Continuing Legal Education. Past Board service includes the Dodge Nature Center, The Minnesota Zoo, Minnesota Zoo Foundation, the Duluth Superior Community Foundation, and the President’s Cabinet of the Northern Star Council of the Boy Scouts . He is also the past Chair of Minnesota Continuing Legal Education and is active in the Minnesota and Ramsey County Bar Associations.

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.

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.