• J.D., William Mitchell College of Law
• 12 years private law practice
• Over 15 years experience in the trust and financial services industry
• Lecturer on estate planning and administration for Minnesota Continuing Legal Education

James R. Capp
Associate Portfolio Officer
(651) 665-4696

• Chartered Financial Analyst (CFA)
• MBA, Finance, University of St. Thomas
• Over 15 years experience in the trust and financial services industry
• Member of the CFA Institute and the Twin Cities Society of Securities Analysts (TCSSA)

Bonnie S. Dougherty
Vice President & Manager, Trust Services
(651) 665-4465

• Certified Trust Financial Advisor (CTFA), Certified Employee Benefit Specialist (CEBS), Certified IRA Services Professional (CISP)
• B.S., Business Administration and Finance, Minnesota State University
• Graduate, Cannon Trust School
• Over 25 years experience in the trust and financial services industry
• Past President of the Minnesota Bankers Association Trust Committee, past President of the Corporate Fiduciaries Association of Minnesota, member of the International Society of Certified Employee Benefit Specialists

Patricia M. Frankenfield
Senior Compliance Specialist and Trust Officer
(651) 665-4641

• Certified Securities Operations Professional (CSOP), Certified Trust Financial Advisor (CTFA) and Certified IRA Services Professional (CISP)
• Attending Metropolitan State University to pursue Business Administration Degree
• Over 25 years experience in the trust and financial services industry
• Honor graduate, Cannon Trust School

• Chartered Financial Analyst (CFA)
• MBA, University of Chicago
• Over 20 years experience in the trust and financial services industry
• Member of the CFA Institute and the Twin Cities Society of Securities Analysts (TCSSA)

Janet Kinne
Trust Operations Specialist
(651) 665-4693

• Certified Securities Operations Professional (CSOP)
• Accounting Certificate, Globe College
• Graduate, Securities Operations, Cannon Financial Institute
• 7 years in the trust and financial services industry

• Chartered Financial Analyst (CFA), Certified Financial Planner (CFP)
• MBA, University of Utah
• Over 25 years experience in the trust and financial services industry
• Member of the CFA Institute, CFA Society of Minnesota, Financial Planning Association (FPA), Minnesota Society of Certified Public Accounts, as well as several other nationally recognized investment management organizations

David R. McKenna
Trust Officer
(651) 665-4564

• Certified Trust Financial Advisor (CTFA)
• MPA, Ball State University
• Over 10 years experience in the trust and financial services industry

Vicki M. Miller
Vice President & Trust Officer
(651) 665-4534

• Certified Trust Financial Advisor (CTFA), Certified Financial Planner (CFP)
• B.A., Graceland University
• Over 25 years experience in the trust and financial services industry
• Former board member of the Corporate Fiduciaries Association of Minnesota

Jason W. Schuller
Wealth Management Counsel
(651) 665-5607

• J.D., Hamline University School of Law
• Private law practice specializing in wealth transfer
• Over 7 years experience in the trust and wealth advisory industry
• Lecturer for continuing education and financial planning courses

Philip A. Terry
Senior Trust Officer
(651) 665-4425

• Certified Trust Financial Advisor (CTFA), Certified IRA Services Professional (CISP)
• B.A., Economics, University of Minnesota
• Graduate, Cannon Trust School
• Over 20 years experience in the trust and financial services industry

Connie Thompson
Chief Operating Officer
(651) 665-5540

• B.S., Accounting, University of North Dakota
• Over 20 years accounting and management experience
• 6 years experience in the trust and financial services industry