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Every Client Family Has a
Whole Firm Relationship.

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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-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®

Deputy Chief Investment Officer

Advisory PROFESSIONALS

Renay Henderson, CFP®

Renay Henderson, CFP®

Client Advisor
Anne C. Novak, CPA, PFS, CTFA

Anne C. Novak, CPA, PFS, CTFA

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

Andrew A. Ohman, CFP®

Client Advisor
Jimmy Sioris, MBA

Jimmy Sioris, MBA

Client Advisor
Phillip J. Strohm, MSFS

Phillip J. Strohm, MSFS

Client Advisor
John Quinlan, CAPI, CPRIA

John Quinlan, CAPI, CPRIA

Managing Director, Risk Management
David Legus, MBA

David Legus, MBA

Managing Director
Barb Quasius, CPA, MBA

Barb Quasius, CPA, MBA

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

Anne Paape, J.D.

Managing Director, Sr. Fiduciary Counsel, Cresset Trust Company
Dave Mason, CAIA

Dave Mason, CAIA

Vice-President, Investments
Lori Wallace, MBA

Lori Wallace, MBA

Vice-President, Investments
Patrick Siering, MBA

Patrick Siering, MBA

Client Advisor
Greg Laughlin, MBA

Greg Laughlin, MBA

Client Advisor
Dan Kambeitz, CFP®

Dan Kambeitz, CFP®

Managing Director, Wealth Advisor
Kyle Kolb

Kyle Kolb

Associate Director, Wealth Advisor
Kelli Hengel

Kelli Hengel

Senior Associate, Client Advisor
Brent M. Meyer, CFP®

Brent M. Meyer, CFP®

Client Advisor
Camille Kroncke, CFP®

Camille Kroncke, CFP®

Senior Associate, Client Advisor
Ryan Siewert, CFP®

Ryan Siewert, CFP®

Senior Associate, Client Advisor
John Sarabia

John Sarabia

Senior Associate, Client Advisor
David Steinhafel, MBA

David Steinhafel, MBA

Associate, Client Advisor
Chandler Peterson

Chandler Peterson

Associate, Client Advisor
Holly Stallons

Holly Stallons

Associate Director, Risk Management

Support PROFESSIONALS

Eric Baklund

Eric Baklund

Associate, Technology and Information Systems
Paula Bata

Paula Bata

Controller
Erick Carlson

Erick Carlson

Manager, Technology & Systems
Brent Huhn

Brent Huhn

Director, Accounting Manager
Sara Johanneson

Sara Johanneson

Administrative Assistant, Investments & Marketing
Andi Kimlinger

Andi Kimlinger

Senior Portfolio Fund Accountant
Lynn M. Karls

Lynn M. Karls

Senior Associate
Heather Kolstad CAP, HR, OM

Heather Kolstad CAP, HR, OM

Executive Assistant to CEO, COO, and Talent Management
Diana Korpela

Diana Korpela

Front Desk Coordinator
J.D. Leggott

J.D. Leggott

Investment & Risk Manager
Thomas Pell

Thomas Pell

Manager, Client Service
Emily Peltier

Emily Peltier

Marketing and Business Development Manager
Lisa Rickman, CPA

Lisa Rickman, CPA

Senior Associate, Cresset Trust Company
Jordan Theisen

Jordan Theisen

Portfolio Administrator
Daniel Sertich

Daniel Sertich

Senior Associate, Client Service
Mary Zink Steenson

Mary Zink Steenson

Senior Manager, Client Services