Our Process: Step #1

Your Goals & Values

We take the time to get to know you, your values, and what you want to achieve and then customize your personal financial roadmap. Being your financial partner involves more than just managing portfolios and estate or tax planning. It is also about family and building lasting relationships. We realize life has many twists and turns. Our financial solutions are flexible and will help provide the confidence in knowing that you and those you care about are taken care of now and well into the future.

Our Process: Step #2

Tailored Solutions

We gather all of your relevant financial data so we can set a baseline for your plan. Once your assets and financial data have been documented, we’ll review your financial picture and look for areas of opportunities for growth. Your personalized plan is created by our team of experienced, credentialed professionals with specialized expertise on a large number of wealth-management issues from a variety of perspectives. This will allows you to feel at ease knowing the Trust Point team has developed tailored solutions unique to you, and in your best interest.

Our Process: Step #3

Implementation

Your comprehensive action plan will be presented and reviewed with you so that you have a clear understanding of the plan goals. Upon approval of your plan, we’ll set priorities and begin to execute the plan. While we have a depth of expertise in-house, we will also leverage outside advisors and resources on your behalf, as needed. Our clear investment philosophy combined with proven principles results in the comfort of knowing you have a financial partner serving as your steward and advocate.

Our Process: Step #4

Review & Evaluation

Sometimes changes in your life necessitate adjustments to your plan. We encourage ongoing discussions to ensure you stay on course, and realign when needed if changes occur in your life, the market, or your goals. We are committed to the highest level of accountability and attention. This means that we are accessible and responsive to our clients, demonstrating the highest standards of ethics and transparency. We value relationships and since our founding a century ago, we have operated by a simple philosophy: In doing what is best for our clients, we will be doing what is best for Trust Point.

OUR TEAM

Get the Answers You Need When You Need Them the Most

We are more than just a 100 year old wealth management firm. We are a team of professional, compassionate, and dedicated individuals focused on doing what is right for our clients, one another, and our community, By working with us, you will gain access to one of the largest and most diverse arrays of financial professionals to help you meet your goals. Our credentialed professionals take great pride in the quality of client service they deliver. They are guided by the same principles that have served Trust Point for over a century: outstanding personal service, uncompromised ethical standards and technical expertise.

Meet Our Team

Erica Rytilahti

Senior Managing Director, Wealth Management

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Cassie Feller

Account Support Team Manager

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Bill Bosch

President & CEO

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Brian Koopman

Chief Operating Officer

Randy Van Rooyen

Senior Vice President, Strategic Relationships

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Christine Schmidt

Managing Director, Family Office

Jason Munz

Vice President, Eau Claire

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Heather Jordan

Managing Director

Yan Arsenault

Chief Investment Officer

Regina Siegel

Vice President, Organizational Development

Duke Cunningham

Vice President Business Development