The team to trust.

A heritage of personal service

Taking time to learn each client’s unique story is a hallmark of our approach. It’s only natural that you should learn our story as well—our history, our experience, our commitment to you.

Community roots that go deep

Community roots that go deep

In 1928 we opened our doors as part of the Midway National Bank of St. Paul, Minnesota. For a century we’ve executed trusts for thousands of individuals and families, including many fourth-generation descendants of our original clients.

Dedicated support

Each of our clients is served by a dedicated three-person team consisting of a trust officer, investment manager, and trust associate. You’ll always have access to familiar, helpful people who thoroughly understand your goals.

Dedicated support
Experienced professionals

Experienced professionals

In an industry where far-flung call centers can make it difficult to feel confident about your support, we stand out with credentialed trust officers who average 15 years of experience.*

Nationwide capabilities

As a nationally chartered trust bank regulated by the federal Office of the Comptroller of the Currency (OCC), we oversee about $4 billion in trust assets under administration* and provide rock-solid management that follows industry best practices.

Nationwide capabilities

Cetera Trust leadership

Jeff McGrath
Jeff McGrath

President

Peter Rondoni
Peter Rondoni

VP Operations

Pat Frankenfield
Pat Frankenfield

VP & Sr. Trust Officer

Amy Weske
Amy Weske

VP & Sr. Trust Officer

Angie Hjelle
Angie Hjelle

Trust Officer

Ben Huhner
Ben Huhner

Associate Trust Officer

Jim Capp
Jim Capp

Sr. Investment Manager

Michelle Goertzen
Michelle Goertzen

Sr. Trust Associate

Joshua Wahlstrom
Joshua Wahlstrom

Trust Associate

 
 
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Talk with us today

For answers that will help you feel confident about your legacy, connect now with a trust partner that leaves nothing to question.

*Financial and personnel data as of October 15, 2024.