Our team has been recognized nationally for their thoughtful leadership in the wealth management field. Together they offer an extremely high level of expertise in working with high-net-worth individuals and families, as well as meeting the needs of business owners and philanthropic organizations.

Management Team


Kaycee W. Krysty
Chief Executive Officer
 
Robert M. Moser
Chief Client Service Officer and President
 
Robert J. Benson
Chief Investment Officer
 
Patti Dill
Managing Director of Wealth Strategy
 
Robert J. Hille
General Counsel and Chief Compliance Officer
 
Kristi Mathisen
Managing Director of Tax and Financial Planning
 
Barbara Potter
Managing Director of Fiduciary Services
 
 

Client Advisors


Matt Englizian
Client Advisor
 
Ross Henry
Client Advisor
 
Natalie Holm
Client Advisor
 
Ben Johnson
Client Advisor
 
Phil Knell
Client Advisor
 
Dana Rekow
Client Advisor
 
Wendy Romanchuk
Client Advisor
 
Kelly Sweet
Client Advisor
 
Brian Whitaker
Client Advisor