meristem-familywealth-04
meristem-familywealth-06

Every Client Family Has a
Whole Firm Relationship.

meristem-familywealth-11
meristem-familywealth-10

Meet theMeristem Team

40+ employees, 30+ advanced degrees and certifications, more than 360 years of industry experience.

EXECUTIVE LEADERSHIP

Charles J. Maxwell, Jr., CFP<sup>®</sup>

Charles J. Maxwell, Jr., CFP®

Co-Founder and Co-Chairman
Jim Robbins, CIMA<sup>®</sup>

Jim Robbins, CIMA®

Executive Managing Director
Jon K. Crow, MBA, CPA, CTFA

Jon K. Crow, MBA, CPA, CTFA

Executive Managing Director & President, Cresset Trust Company
Patrick R. Regan, MBA, CFA<sup>®</sup>

Patrick R. Regan, MBA, CFA®

Managing Director, Deputy CIO

Advisory PROFESSIONALS

Renay Henderson, CFP®

Renay Henderson, CFP®

Managing Director, Advisor Development Program
Anne C. Novak, CPA, PFS, CTFA

Anne C. Novak, CPA, PFS, CTFA

Managing Director & Vice President, Cresset Trust Company
Andrew A. Ohman, CFP<sup>®</sup>

Andrew A. Ohman, CFP®

Managing Director
Jimmy Sioris, MBA

Jimmy Sioris, MBA

Managing Director, Wealth Advisor
Phillip J. Strohm, MSFS

Phillip J. Strohm, MSFS

Managing Director, Wealth Advisor
John Quinlan, CAPI, CPRIA

John Quinlan, CAPI, CPRIA

Managing Director, Risk Management
David Legus, MBA

David Legus, MBA

Managing Director, Wealth Advisor
Barb Quasius, CPA, MBA

Barb Quasius, CPA, MBA

Managing Director, Wealth Advisor
Anne Paape, J.D.

Anne Paape, J.D.

Managing Director, Senior Fiduciary Counsel, Cresset Trust Company
Dave Mason, CAIA

Dave Mason, CAIA

Managing Director, Investments
Lori Wallace, MBA

Lori Wallace, MBA

Managing Director, Investments
Patrick Siering, MBA

Patrick Siering, MBA

Managing Director, Wealth Advisor
Greg Laughlin, MBA

Greg Laughlin, MBA

Managing Director, Wealth Advisor
Dan Kambeitz, CFP®

Dan Kambeitz, CFP®

Managing Director, Wealth Advisor
Kyle Kolb

Kyle Kolb

Associate Director, Wealth Advisor
Kelli Hengel

Kelli Hengel

Associate Director, Wealth Advisor
Brent M. Meyer, CFP®

Brent M. Meyer, CFP®

Director, Wealth Advisor
Camille Kroncke, CFP®

Camille Kroncke, CFP®

Associate Director, Wealth Advisor
Ryan Siewert, CFP®, CEPA

Ryan Siewert, CFP®, CEPA

Associate Director, Wealth Advisor
John Sarabia

John Sarabia

Associate Director, Wealth Advisor
David Steinhafel, MBA

David Steinhafel, MBA

Associate, Wealth Advisor
Chandler Peterson

Chandler Peterson

Associate, Wealth Advisor
Holly Stallons

Holly Stallons

Associate Director, Risk Management

Support PROFESSIONALS

Eric Baklund

Eric Baklund

Associate, IT
Erick Carlson

Erick Carlson

Director, IT
Brent Huhn

Brent Huhn

Director, Accounting Manager
Sara Johanneson

Sara Johanneson

Associate, Office Coordinator
Andi Kimlinger

Andi Kimlinger

Associate Director, Reporting
Lynn M. Karls

Lynn M. Karls

Associate Director
Heather Kolstad CAP, HR, OM

Heather Kolstad CAP, HR, OM

Associate, Executive Assistant
J.D. Leggott

J.D. Leggott

Director, Investments
Thomas Pell

Thomas Pell

Manager, Client Service
Lisa Rickman, CPA

Lisa Rickman, CPA

Associate Director, Trust Services
Jordan Theisen

Jordan Theisen

Associate, Reporting
Mary Zink Steenson

Mary Zink Steenson

Senior Manager, Client Services