The BNC Wealth Management Team is comprised of experienced professionals; most of whom have worked in the area of business and individual wealth management their entire careers. They come from organizations including U.S. Trust, Marquette Trust, Resource Trust, National City Bank, First Trust and other reputable wealth management firms. We are pleased to present our team to you:
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Julie Andresen, RPA, CEBS, SVP Trust & Financial Services
Julie has over 19 years of experience with retirement plan administration with a CPA firm and with the bank.
Direct Dial Number: (701) 250-3380
Email Address: firstname.lastname@example.org
Melody Hintz-Rau, CPA, QKA, VP – Employee Benefits Specialist
Melody has a BS degree in accounting and finance, CPA since 1999, over 13 years experience in employee benefits, tax and accounting.
Direct Dial Number: (701) 250-3021
Email Address: email@example.com
Mark Peiler, CFA, SVP - Chief Investment Officer
Mark has over 15 years of investment management experience, managing fixed income strategies, client portfolios and the bank’s fixed income portfolio. Mark is Chairman of BNC’s Asset/Liability Management Committee.
Direct Dial Number: (612) 305-2233
Email Address: firstname.lastname@example.org
Scott Sheldon, VP - Wealth Management Services
Scott joined BNC Wealth Management team in 2013. He graduated from the University of Mary and has worked over 10 years in positions of management, public relations and investment, including experience with group and individual retirement plans.
Direct Dial Number: (701) 250-3067
Email Address: email@example.com
Linda Fifield, CTFA, VP - Wealth Management services
Linda has over 30 years of experience with trusts, estates, tax and investments for individuals, families and foundations; expertise also in non-qualified deferred compensation trust and IRA administration.
Direct Dial Number: (612) 305-2219
Email Address: firstname.lastname@example.org
Lynn Boerhave, CFIRS, VP - Operations and Systems
Lynn has over 30 years with local firms and independent consulting; extensive experience with fiduciary income tax issues, trust systems and trust operations.
Direct Dial Number: (612) 305-2297
Email Address: email@example.com
Kirsten Schadler, Administrative Assistant
Kirsten has over 11 years of experience providing administrative support within Wealth Management.
Direct Dial Number: (701) 250-3385
Email Address: firstname.lastname@example.org
Palisade Asset Management, LLC, and Globalbridge, Inc. are strategic partners of BNC National Bank’s, assisting the BNC Wealth Management Team in managing core equity strategies for its clients.