• J.D., William Mitchell College of Law
• 12 years private law practice
• Over 20 years experience in the trust and financial services industry
• Lecturer on estate planning and administration for Minnesota Continuing Legal Education
• Board of Trustees, Bethel University
• Board of Directors, United Hospital Foundation

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

• Chartered Financial Analyst (CFA)
• MBA, Finance, University of St. Thomas
• Over 20 years experience in the trust and financial services industry
• Member of the CFA Institute and the CFA Society of Minnesota

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
• Board of Directors, Chair, Gillette Children’s Specialty Healthcare
• Board of Directors, Francis Curran Foundation

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

• Certified Securities Operations Professional (CSOP), Certified Trust Financial Advisor (CTFA) Certified IRA Services Professional (CISP), and Certified Fiduciary and Investment Risk Specialist (CFIRS)
• B.S., Business Administration, Metropolitan State University
• Over 30 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 CFA Society of Minnesota
• Education Chair, CFA Society of America

Janet Kinne
Trust Operations Specialist
(651) 665-4693

• Certified Securities Operations Professional (CSOP)
• Accounting Certificate, Globe College
• Graduate, Securities Operations, Cannon Financial Institute
• 10 years in the trust and financial services industry
• Attending Metropolitan State University to pursue Management Information Systems Degree.

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

• Certified Trust Financial Advisor (CTFA)
• MPA, Ball State University
• Over 15 years experience in the trust and financial services industry

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

• Certified Trust Financial Advisor (CTFA), Certified Financial Planner (CFP)
• B.A., Graceland University
• Over 30 years experience in the trust and financial services industry
• Former board member of the Corporate Fiduciaries Association of Minnesota
• Former board member of the Downtown Minneapolis Kiwanis Club

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

• J.D., Hamline University School of Law
• Private law practice specializing in wealth transfer
• Wealth advisor at multi-family office
• Over 10 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
• 9 years experience in the trust and financial services industry
• Investment Advisory Committee Member, ClearWay Minnesota