Donna Mohr Kinney, Mary Ann Heine, Matt Peterson
Private Client Services
VISIONARY STRATEGIES AND EXTRAORDINARY SERVICE
Your wealth involves more than your assets and liabilities. Your financial well being encompasses your lifestyle, borrowing, liquidity, risk, retirement, tax strategies and your desire to use your wealth, to provide for heirs or charities. We take care to build a personal relationship with each of our clients to understand and focus on helping you to achieve your overall goals.
Our private banking staff have a high level of experience and are dedicated to providing an uncommon level of personal service. They are empowered to make decisions and build tailored solutions to meet and exceed your goals.
For more information about how we can help you reach your long-term financial goals, please call us at 952.841.9307.