The team to trust.

Before joining Cetera Trust in 2023, Jeff was the chief investment officer of Securian Financial Services and president of Securian Trust Company, N.A. His two decades of experience with Securian included time as director of the company’s Investment Resource Group, overseeing a team of financial experts providing portfolio management consulting and investment due diligence. Jeff also worked for 10 years as a portfolio manager, trader, and investment analyst at Accredited Investors, a nationally known registered investment advisor and boutique financial planning firm.

Jeff holds a Bachelor of Arts degree in Accounting from Loras College. He is a Chartered Financial Analyst (CFA®) and a Certified Trust and Fiduciary Advisor (CTFA).

Peter’s two decades of experience in the financial services industry spans a variety of disciplines, including broker-dealer, investment advisory, insurance, and trust administration sectors. He currently manages the business development and trust administration teams for Cetera Trust Company, serving clients in close partnership with their financial professionals.

He holds a Master of Arts degree in International Affairs from George Washington University and a Bachelor of Arts degree from the University of Wisconsin-Madison.

Pat’s extensive background in trust compliance and more than 40 years of trust and banking experience are invaluable to the effective administration of her large book of trust accounts. She has been with Cetera Trust Company and its predecessors since its inception in 1993. Prior to joining Cetera Trust Company, Pat served 13 years as supervisor for several areas of TCF Bank corporate operations, including retirement account administration.

Pat obtained her Bachelor of Science degree in Business Administration from Metropolitan State University, in St. Paul, MN. She has achieved the professional designations of Certified Trust and Fiduciary Advisor (CTFA) and Certified Fiduciary and Investment Risk Specialist (CFIRS). Away from the office, Pat chairs the Finance Council for the Church of St. Columba and serves as the Treasurer for the Midway Men’s Club. She is also deeply involved in Cub Scout and Boy Scout activities around the Twin Cities.

Amy started her trust career as a trust associate in 2000, advancing over the next two decades to her current position as Sr. Trust Officer. She earned certification as a Certified Trust and Fiduciary Advisor (CTFA) in 2011.

Amy holds a Bachelor of Science degree in Legal Studies from the University of Wisconsin-Superior. She sits on the board of the Frances Curran Foundation, a charitable foundation supporting animal charities located in Minnesota.

Angie joined Cetera Trust Company in June 2024 after serving as executive director at an independent non-profit foundation for more than 30 years. In this role her non-profit, legal, and finance skills were instrumental to key foundation functions such as trust management, non-cash gift management, charitable gifts, and endowment management.

She holds a Juris Doctorate from William Mitchell College of Law and a Bachelor of Arts in Business Administration from Bethel University, St. Paul. Angie is currently a candidate for certification as a Certified Trust and Fiduciary Advisor (CTFA).

Ben brings extensive knowledge of personal finance and investment management to his role. Prior to joining Cetera Trust Company, he worked in the Cetera Investment Management team and also served in the Wealth Management Group at Securian Financial. Earlier in his career, he spent five years as a high school math teacher before transitioning to financial reporting and contract management duties at a group life insurer.

He has a Masters of Math Education from the University of Minnesota-Twin Cities and a Bachelor of Arts in Economics from University of Wisconsin-Madison. In addition to holding numerous FINRA registrations, Ben is currently a candidate for designation as a Certified Financial Planner (CFP^®).

Jim has more than 30 years of experience in the financial services industry, specializing in investment management of high net worth personal trust accounts, portfolio strategies, research, asset allocation, and trade execution. Jim’s duties also involve client investment reviews, client and prospect proposals, and mutual fund and stock due diligence.

Jim received his Bachelor of Arts degree in Business Administration and his Master of Business Administration in finance from the University of St. Thomas. A Chartered Financial Analyst (CFA^®), he is a member of the CFA Institute of the Twin Cities Society of Security Analysts.

Michelle has more than 35 years of experience in the personal trust and financial services industries. For three decades she has been a familiar and supportive presence for our clients while assisting trust officers in the administration of personal trusts, probate and estate accounts, charitable trusts, and IRAs. Michelle received her education at Minneapolis Community and Technical College.

Joshua has been a trust associate with Cetera Trust Company since February 2024, assisting trust officers in all areas of trust administration. His decades of financial and investment experience include four years working at Wells Fargo and 12 years at US Bancorp. Joshua received his education at Gustavus Adolphus College in St. Peter, MN.