About Me

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 the private client group 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.  Rick has held the designation of Chartered Financial Analyst since 1991 and is a member of the CFA Institute and CFA Society of Minnesota.