Thoreson Steffes Trust Company

701-478-3341

Rick Thoreson, CFA
Kelly Steffes, J.D.

Rick Thoreson, CFA

Kelly Steffes, J.D.

Charles P. Peterson, AFM

Missy Zarak

Co-founder & CIO

Rick is a principal of Thoreson Steffes Trust Company, focused on portfolio management
and investment consulting.
Rick has over 30 years of experience including serving as Chief Investment Officer for a wealth management division of
a large national bank.
An experienced wealth management professional, his focus is on managing equity, fixed income and alternative investment portfolios for taxable clients.

 

 

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Co-founder & CFO

Kelly is a principal of Thoreson Steffes Trust Company and serves as relationship manager with responsibilities for trust and fiduciary services, including financial planning. She has over 20 years of personal trust experience including management roles at a large national bank. Kelly is a creative planner who looks for solutions to complex financial planning issues that create great outcomes for our clients.

 

 

 

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Agriculture-Farm Manager

Charles joined Thoreson Steffes Trust Company in December 2018 as a Farm Manager. Charles has been in the Farm Management industry since 1998 managing farms in North Dakota, Minnesota and South Dakota. Charles grew up on a potato farm south of Moorhead MN. He is a graduate of North Dakota State University in Agricultural Economics and holds his Accredited Farm Management (AFM) designation from the American Society of Farm Managers and Rural Appraisers. “I am committed to a fiduciary responsibility of care while encouraging responsible stewardship for your farm.”

 

 

Office Manager

Missy joined Thoreson Steffes Trust Company in 2013 as a customer care representative and office manager. Her role supports the two principals in serving clients, maintaining systems, managing client tax reporting, and overseeing operation procedures. Missy has over 25 years of personal trust experience to include various roles with a large national bank. She is dedicated to exceeding client expectations.

 

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Dusty Richter

Dusty Richter, CFP

Planning

Dusty joined Thoreson Steffes Trust Company in December 2018 as a financial planning specialist. His responsibilities include developing a tailored financial plan uniquely designed for each relationship by focusing on tax, risk, retirement, and estate planning. He has over 10 years of experience in the financial industry including serving as an Investment Strategist in the wealth management group for a large national bank. He is a Certified Financial Planner and focuses on the complexities of planning for your future by making the right decisions today.

CONTACT US

Rick@thoresonsteffes.com

Kelly@thoresonsteffes.com

210 Broadway North

Fargo, North Dakota

58102

PO Box 2396

Fargo, North Dakota

58108-2396

701.478.3341

Thoreson Steffes Trust Company

©2016 THORESON STEFFES