Wealth Management Professionals

Bell Investments
Retirement
Financial Planning
Personal Trust
Investment Management
Private Banking
Private Banking – Minneapolis

Bell Investments
A Cetera Investment Services LLC program


Brad_BakkenBrad Bakken
Financial Advisor – Detroit Lakes, Fergus Falls and Pelican Rapids, Minn. and Wahpeton, N.D.
701-672-8608
800-279-1155

I feel the culture and reputation of this company is the best in the industry. When everyone works together to exceed our customer’s expectations, everyone wins. Working to build trust that allows me the opportunity to educate and work with clients to fulfill their savings and retirement goals is extremely satisfying. When we do this successfully, we have multi-generational clients. Outside of work, I enjoy most athletic events, particularly golf. I also enjoy spending time with my family and traveling with friends.

Tim_BushTim Bush
Financial Advisor/Manager – Alexandria, Minn.
320-759-8402
800-279-1155

I honestly love my job! I get to work with our great customers and help them invest their money and save for retirement, college or other big events in their lives. Our program is great in that we are not commissioned sales people, so we are always searching for the option that is best for our customers. When I’m not at work, you can find me with my family, golfing, playing basketball or volunteering in the community.

David_GeeslinDavid Geeslin
Financial Advisor – Detroit Lakes, Minn./Hawley, Minn.
218-844-8321
800-279-1155

I enjoy working at Bell State Bank & Trust because of the wonderful family atmosphere this company creates for both customers and employees. I enjoy my position because it allows me to accomplish the investment needs of individuals and businesses, while creating lasting relationships both professionally and personally. When I am not at work, I enjoy spending time with my family, being at the lake, camping, or enjoying a good book.

Tom_GeraghtyTom Geraghty
Financial Advisor — Fargo, N.D.
701-451-7585
800-279-1155

It feels good to say with pride that I work for Bell State Bank & Trust. I enjoy the family atmosphere here, and everyone is so friendly. It’s always a rewarding feeling to help our customers. I am satisfied when someone leaves my office and has a better understanding of their investments and is comfortable with them; I get to experience that over and over again. Outside of work, I have been very blessed with a great wife and family. I get my greatest pleasure spending time with family and friends. I also like anything outdoors, including gardening, going to games, going for walks or even sitting around a campfire.

Missy_HexumMissy Hexum
Associate Financial Advisor — Fergus Falls and Pelican Rapids, Minn.
218-998-5608
800-450-8949

Bell State Bank & Trust is a compassionate employer that has a family like environment. They truly care about their employees and customers. It is a bank like no other. The best part of my job is that I have the opportunity to make a difference in a customer’s life. I enjoy working with people on defining financial life goals, and putting a plan together to attain those goals in a simplified way. When I am not at work, you can find me with my husband and triplet daughters, at group fitness classes or at the lake. I also enjoy spending time and traveling with family and friends.

Kelly_HubrigKelly Hubrig
Financial Advisor – Wahpeton, N.D.
701-672-2265
800-450-8949

Bell State Bank & Trust truly cares about its employees and customers, as demonstrated by the company’s commitment, dedication and service to the community. In my position, I enjoy working with customers and developing relationships that will help people enjoy the financial success they strive for. When I’m not working, you can find me spending time with my wife and three children. My hobbies include golfing and following various sports teams.

Greg_JohnsonGreg Johnson
Investment Executive — Moorhead, Minn.
218-291-3318
800-279-1155

My real passion is in the investment industry. I thoroughly enjoy working with my customers while helping them with their investment needs and retirement goals. When I’m not in the office, I like to golf, hike, camp and spend time with my family and friends.

John_KuhnJohn M. Kuhn
Financial Advisor – Fargo, N.D.
701-451-3056
800-279-1155

I enjoy being able to listen to customers about their life goals, analyze their situation and put a game plan together to help them accomplish those goals. My hope is to create relationships that last a lifetime. Outside of work, I enjoy watching my children grow into young adults. In the summer, my family and I enjoy spending time at the lakes and playing golf. Other hobbies include hunting, fishing and growing a garden.

Lisa_MoeLisa Moe
Financial Advisor – Fargo and West Fargo, N.D.
701-433-7404
800-279-1155

I am fulfilling my career dream of helping individuals and businesses with their investment needs. The best thing about my job is knowing my clients can rely on me to be that contact person for their finances. My husband and I live in West Fargo with our son and daughter. On the weekends, I love doing yard work and going camping.

Cody_RielandCody Rieland
Associate Financial Advisor — Alexandria, Minn.
320-759-8408
800-279-1155

The family atmosphere at Bell State Bank is great! Everyone here is more than willing to help with anything at any time. The commitment the bank puts forth to better the communities it serves is also wonderful. In my position, I get the opportunity to build relationships with clients. Through these relationships I learn their financial goals and together we work on ways to fulfill those goals. Outside of work, you can find me spending time in the outdoors; hunting and fishing. I also enjoy spending quality time with family and friends.

Vicky_SchaferVicky Schafer
Financial Advisor – Wahpeton, N.D.
701-672-8606
800-279-1155

I feel blessed to work at Bell State Bank & Trust! I enjoy interacting with customers and helping them meet their financial goals. Some of the things I like to do outside of work include: reading, gardening, golfing, riding my horse, and spending time with my family and friends.

Paula_SwansonPaula Swanson
Financial Advisor – Fargo, N.D.
701-451-3031
800-279-1155

I love working at Bell State Bank & Trust because the leadership really embraces a family atmosphere and truly believes in the philosophy that if we always keep the customers’ best interest in mind, we will have customers for life. In my position, I enjoy helping clients put a financial plan in place so they can work to achieve their personal goals. When I am not at work, you can find me spending time with my husband and two sons. I also enjoy going to the lake and camping with my family.

Tammy_WoodTammy Wood
Financial Advisor – Fargo, N.D.
701-298-1613
800-279-1155

I like working with people to take the fear out of finances and investments, and that’s why I like being an investment representative. My husband and I live in West Fargo with our daughter and son. My hobbies include running and reading.

About Bell Investments and Cetera Investment Services LLC

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. Click here to view privacy policy and other important information.

Investment representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Advisory services may only be offered by Investment Adviser Representatives.

 

Retirement


Denise_BaresDenise Bares
Relationship Manager (Bismarck, N.D.)
701-250-1113
800-279-1155

In my position, I get to work with extremely knowledgeable colleagues who are always willing to share their expertise. This helps me grow, and in turn helps the retirement division succeed. I truly enjoy meeting with employers and clients in order to help them understand the importance of retirement planning and saving. When I’m not at the office, my husband and I are very busy with our three sons and their many activities. I also enjoy scrapbooking, reading and spending time with family and friends.

Kathy_EggimanKathy Eggiman
Business Development Specialist
701-451-3052
800-279-1155

In my current role, I am primarily involved in retirement business development and consultant services. I enjoy meeting with businesses to evaluate their retirement programs. When I’m not at work, you’ll find me spending time with my family and friends, spoiling my grandchildren, spending time at the lakes or playing in my flower beds.

Pam_GanyoPam Ganyo
Relationship Manager
701-451-3051
800-279-1155

The best part of my job is knowing that I’ve helped a participant understand and appreciate their company’s retirement plan. Changes in technology and the regulatory environment keep this an ever-challenging position. Outside of work, you can find me with my friends and family. I also like to spend time working in the yard and reading books.

Jennifer_HillJennifer Hill
Relationship Manager
701-451-3408
800-279-1155

As a young professional, I’m surrounded by a wealth of knowledge that is of great value as I grow in my position and follow my career path. I’m humbled to be given the opportunity to work alongside such great team members. The best thing about my position is that the world of retirement is ever-changing, bringing new challenges each day. I love the fact that no two days are alike. Spending time with family and friends, traveling, fishing, and running are a few of my passions when I’m away from the office.

Michael_KobbervigMichael Kobbervig
Retirement Division Manager
701-451-3033
800-279-1155

I enjoy the people that I get to work with in the retirement division of wealth management. Everyone is extremely helpful and interested in providing the best customer service, both internally and externally. Every day is different and utilizing different skill sets for a variety of tasks appeals to me. One minute I might be helping a participant with investment allocations, while the next minute I need to solve an operations issue for a client. Outside of the office, I play basketball and enjoy tennis and golf as well. I enjoy working with youth sports and coach several youth teams. Additionally, I serve on our church council in Casselton, N.D. at Martin’s Lutheran.

Adam_KolleAdam Kolle
Relationship Manager
701-451-3061
800-279-1155

In my position, I enjoy being able to help our customers with their retirement and wealth management needs. I also feel privileged to work with the great people in our organization. The best thing about being a relationship manager is knowing that I am making a positive contribution to our customers’ financial well-being and future. In my spare time, I like playing softball and hockey, as well as listening to music, watching movies and sports, and spending time with my family.

Jeff_MelchiorJeff Melchior
Relationship Manager
701-451-3083
800-279-1155

My primary objective is to help employers and their employees reach their retirement goals through employer-sponsored retirement plans. The best thing about my position is helping employees save for retirement. I spend my spare time with my wife and three children.

Britani_OttoBritani Otto
Relationship Manager
701-451-3412
800-279-1155

I enjoy working at Bell State Bank & Trust because of the company’s focus on its employees, and how management strives to maintain a family atmosphere. I feel that my position as a relationship manager gives me the opportunity to work with experienced people in the field, and strengthen my understanding of the ever-changing retirement world. I also am given the opportunity to help customers understand their retirement account, empowering them to plan for their future. Outside of the office, I enjoy biking, fishing, gardening and spending time with my family.

Connie_SchultzConnie Schultz
Relationship Manager
701-451-3401
800-279-1155

There is great satisfaction in helping people understand their retirement plan and investment choices. It’s also rewarding to know that you can make a positive difference in someone’s financial future. When I’m not at work, I love spending time with my children and being outside walking, biking, or doing yard work.

Tyler_SeegerTyler Seeger
Relationship Manager
701-451-3410
800-279-1155

I really enjoy utilizing cutting-edge technologies to help plan sponsors effectively manage their retirement plans, and to assist plan participants with understanding and simplifying their retirement goals. When I’m not at work you’ll find me woodworking, hiking, camping, playing the violin, and spending time with my dogs.

Financial Planning


Jamie_BucholzJamie Bucholz
Financial Planner
701-451-3103
800-709-5781

I’m proud to be a part of the Bell State Bank & Trust family due to its strong positive community presence and the close-knit culture. Putting the customer’s best interest first is always our top priority. In my position, I enjoy helping our customers organize the breadth of their financial information to provide a simple streamlined picture of where they are today, where they may be in the future and how we can best position them to achieve their financial and non-financial goals. When I’m not working, you can find me entertaining family and friends, relaxing at the lake, playing board games and creating digital photo journals.

BeckyWalenWebBecky Walen
Senior Wealth Management Advisor
701-451-3079
800-709-5781

Bell State Bank & Trust is a respected asset to this region. I’m excited to be a part of the positive energy and growth of the Bell Wealth Management team. Listening to clients, understanding their needs, and developing comprehensive financial plans to help clients reach their goals is a great responsibility and honor for which I am grateful. It is very rewarding to work with a strong team in advising clients regarding their financial interests and legacies. Away from the office, I enjoy gardening, reading, and spending time outdoors with my family. I also enjoy being involved in the community, with a specific interest in helping children and families through board service and volunteerism.

Personal Trust


Jonny_BergJonny Berg
Trust Specialist
701-451-3138
800-709-5781

I enjoy working at Bell State Bank & Trust because of the great culture and family atmosphere. The best thing about my position, is working with a variety of new and existing customers, and the opportunity to work with such a knowledgeable team. Outside of work, I enjoy watching and playing numerous types of sports, as well as spending time with family and friends.

Gail_BlairGail Blair
Trust Officer
701-451-3022
800-709-5781

The best thing about Bell State Bank & Trust is the culture of the organization; what an amazing place to work! I enjoy meeting a variety of clients on a daily basis and working with them to achieve financial goals. It is wonderful to build long lasting relationships with clients and their families. Outside of work, I spend my time scrapbooking, traveling and golfing with my husband and daughter.

Dick_BrudvikDick Brudvik
Senior Trust Officer
701-451-3070
800-709-5781

I bring listening and empathy to my work with trust clients in their financial, trust and estate planning and administration. Along with that experience, I’m excited about working with such a strong team. Outside of work, I serve on numerous local boards.

Matt_BushardMatt Bushard
Trust Specialist
701-451-3059
800-709-5781

I enjoy working at Bell State Bank & Trust because of the people. The people who work here are all unique and different, but they all share the same qualities in that they care about the people they work with, as well as the customers. This is what makes Bell State Bank & Trust so special. The best thing about my position is that I learn something new every day. Whether working with a new or existing customer, I learn something new about them or new about myself. That is what makes coming to work so much fun. Outside of work, I enjoy playing all sports, as well as spending time with friends and family and watching movies.

Daniel_EspeDan Espe
Trust Specialist
701-451-3027
800-709-5781

I enjoy working at Bell State Bank & Trust because the fast-paced and constantly changing environment in retirement plans always provides a challenge. I feel privileged to have access to a team with a wealth of knowledge and expertise to advise on any questions I may encounter. My position allows me to use my attention to detail to make sure we are successful in meeting our customer’s needs. Outside of work, you can find me playing billiards or golf and spending time with friends at the lakes.

Renee_HansonRenee Hanson
Trust Specialist
701-451-3130
800-709-5781

I love my job and my co-workers; they are more like family. It doesn’t feel like work when you are with so many people that you enjoy being with, and knowing that they are always there to help you with work and family life. As a trust specialist, I get to meet all kinds of wonderful clients. Every day is something new and exciting. It is a wonderful feeling knowing that what I am doing can help so many people and make their lives easier. Outside of the office, my daughter keeps me busy with her activities, so I guess my hobbies are whatever she is doing!

Greg_HammesGreg Hammes
Senior Vice President/Corporate Legal Counsel
701-451-3021
800-709-5781

Taking a team approach as part of the overall financial planning process ensures we do what is always right for the client. I truly enjoy interacting with our clients. I believe that getting better acquainted with people and learning what inspires them, allows for a plan to be put in place based on the their goals and values. When I’m not at work, I like to hang out with my “girls” (3 daughters and wife), work out, watch movies and read.

Nicole_KungelNicki Kungel
Estate and Conservatorship Specialist/Trust Officer
701-451-3057
800-709-5781

Building personal relationships with families and helping them through difficult times is why I like what I do. Outside of work, you can find me spending time with my two daughters, golfing, being at the lake, reading, listening to music and going to concerts, and scrapbooking.

Angie_LeClairAngie LeClair
Trust Specialist
701-451-3043
800-709-5781

I’m thrilled to be part of Bell State & Trust because of the values, clients and fellow employee relationships I’ve gained. The people here are like none other! The best thing about my position is having the opportunity to work with such a brilliant team that I can learn from, and building that relationship and trust with our clients. Outside of work, I love spending time with my husband and two daughters, visiting family and friends, traveling, golfing and keeping active doing anything outdoors.

Mary_LockenMary Locken
Senior Trust Officer
701-451-3084
800-709-5781

I care deeply about the positive impact we have on people and families through our investment management and trust relationships, and I am fortunate to be part of a dynamic team with Bell State Bank & Trust, an extraordinary financial firm. When I’m not at work, you can find me enjoying time and activities with my two teenage sons.

Vikkie_NielsenVikki Nielsen
Trust Officer
701-451-3007
800-279-1155

I truly enjoy building relationships with customers and learning about what’s important to them, specifically when it comes to helping achieve their retirement goals. Bell State Bank & Trust provides a caring and compassionate work environment, so as an employee I can do my best every day for our clients. When I’m not at work I enjoy spending time with my family and friends at the lakes where we go fishing, tubing, swimming and biking. During the winter months you’ll find my husband and me supporting our three children in their activities.

Sheri_SchrockSheri Schrock
Senior Vice President/Wealth Management Division Legal Counsel
701-451-3109
800-709-5781

I strive to use my skills and experience to help individuals understand complex legal and tax matters and implement solutions appropriate for their goals and circumstances. My family is my top priority, so you can find me with them on the weekends. I also enjoy playing the piano and organ, reading mysteries, watching and playing sports, spending time outdoors and helping my husband remodel our home.

Stephanie_StrandStephanie Strand
Trust Officer
701-451-3072
800-709-5781

I enjoy working with our various types of trust clients and take pride in playing a role in helping them achieve their financial, estate succession, and philanthropic goals. On the weekends I enjoy traveling, going to the lakes, and spending time with my family and friends.

Investment Management


Patrick_ChaffeePatrick Chaffee
Chief Strategy Officer
701-451-3030
800-709-5781

Every day at Bell State Bank and Trust is a much different day than the day before. The organization’s entrepreneurial spirit makes working in a strategic role a lot of fun. All of the talented people in the organization create a lot of new ideas to grow and succeed, which makes my job very exciting. If not at work, you can probably find me on a golf course, running path, or spending time with my wife and my sons.

John_LyngstadJohn Lyngstad
Portfolio Manager
701-451-3060
800-709-5781

The best part about my position is working with the investment team to manage the portfolios for our institutional, personal, and retirement clients as well as serving on committees with other members of the trust department. My hobbies include spending time with my family and friends at the lake, volunteering in the community, and traveling.

Jason_NelsonJason Nelson
Equity Analyst/Portfolio Manager
701-451-3010
800-709-5781

I enjoy working at Bell State Bank & Trust because every employee has a voice and a stake in the future success of the company. The best part of my position is my involvement in the daily ebbs and flows of the marketplace. I find it rewarding to be at the forefront making decisions on how to position our customer’s portfolios. Outside of work, you can find me spending time with my family, relaxing at the lake, playing golf, attending Gopher hockey games and playing a multitude of sports.

Greg_SweeneyGreg Sweeney
Chief Investment Officer
701-451-3003
800-709-5781

I am one of 4 on the investment management team that makes every effort to balance risk and return for client portfolios and best position investments in the current market environment. I enjoy what I do because there is something new in the market landscape every day. My hobbies are going to my children’s sporting, art and concert events, snow skiing, water skiing, hiking, biking, white-water rafting, snowmobiling, dirt biking, and playing hockey.

Joel_ThomsenJoel Thomsen
Wealth Management Division Manager
701-451-3078
800-709-5781

Bell State Bank & Trust’s focus on the customer coupled with its entrepreneurial spirit makes it a place where you can solve customers needs quickly and effectively…and have fun doing it. Every day I get to work with talented individuals who are considered the leaders in their field. When you are running with the best, you feel challenged in a very positive way. My hobbies include playing guitar, water skiing, painting and most of all, getting in trouble with my 2 sons.

Zac_WanzekZac Wanzek
Fixed Income Analyst/Portfolio Manager
701-451-3433
800-709-5781

I love the entrepreneurial spirit at Bell State Bank & Trust. This, coupled with its focus on happy customers and happy employees, makes for a great place to work. The financial markets are exciting and always changing. I thrive on the fact that no two days in the life of an investment manager are the same, and every day brings a new challenge! When I’m not working, I enjoy playing golf, hockey, spending time at the lakes, and most of all, spending quality time with family and friends.

Private Banking


Paul_BensonPaul Benson
Private Banking Manager
701-433-7434
800-279-1155

My banking services expertise runs the full gamut: consumer, commercial, investments, and trust. I believe my experience is my greatest strength. During my downtime you can find me with my wife and son.

Alyson_BjornstadAlyson Bjornstad
Private Banker
701-298-7148
800-279-1155

In my position, I assist clients with all aspects of their financial portfolio by making recommendations to create a custom plan to meet their financial needs. I enjoy working to develop trusting long-term relationships with my clients. Outside the office, you can find me running, snowboarding, and spending time with family and friends.

Diane_BlotskyDiane Blotsky
Private Banker
701-433-7436
800-279-1155

I will help evaluate your current situation to propose the right mix of solutions tailored to your financial needs and goals. I feel privileged to be a part of a dedicated team that provides an unparalleled level of service throughout the wealth planning process. In my spare time I enjoy golfing, flower gardening, working out, and spending time with family and friends. I also spend a lot of time with my family attending basketball and baseball events that my son is involved in.

Blake_TrenbeathBlake Trenbeath
Private Banker
701-451-7510
800-279-1155

My ultimate goal is to make some aspect of my clients’ banking needs easier and more enjoyable. I try to accomplish this by learning as much as I can about my client and their livelihood so that any route we take with their banking relationship will truly fit their needs. I spend some of my free time hunting and fishing with a majority going towards my wife and three daughters.

Private Banking – Minneapolis


bauer_rachelRachel Bauer
Private Banker/Minneapolis
952-847-1103
800-279-1155

Bell State Bank & Trust is an employer with a family-like work environment and a passion for having a community presence through their Pay It Forward program, and that’s why I enjoy working here. In my position, I truly enjoy building long-term relationships with customers and helping them find solutions to their financial needs. When I am not at work, you can find me spending my time in the outdoors helping on the family farm, working in my flower beds, running or spending time with family and friends.

Chris_ChristensenChristine Christensen
Private Banker/Minneapolis
952-224-3902
800-279-1155

I believe in the values of Bell State Bank & Trust: to promote and sustain a family atmosphere, provide unequalled personal service to every customer and to give back to the community. As a private banker, my deepest satisfaction comes from helping individuals and their families achieve their personal financial goals and manage their personal financial lives. I work with other team members to surround my customers with the expertise they require. Outside of work, I enjoy reading, hiking and spending time with my large and abundant family.

Nelson, Lloyd

Lloyd Nelson
Private Banker/Minneapolis
952-905-5025
800-279-1155

I look forward to getting up in the morning and going to work at the bank. By placing the overall interests of the customer first as a foundational principal of Bell State Bank & Trust, we do what is right on behalf of the customer. A “how can I assist you” family attitude among co-workers and a high emphasis upon constructive community involvement provide the backdrop for a meaningful professional career. When not at the bank, my activities include family time, golf, volunteering at my church and a local prison, taking my dog Bear to the dog park and gardening.

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