Trust & Wealth Management

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 4th of July celebrations and annual clean up days, chairing the Chaska Commitment to Community task force, and serving as a Southwest Metro Transit commissioner.

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. 

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. 

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.

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.