Kelly L Steffes, JD – Trust; Rick Thoreson, CFA – Investments; Charles Peterson, AFM – Farm Management; Kiana Parmer, CTFA – Trust; & Jami Hoffner – Client Services
At Thoreson Steffes, successful financial relationships start with trust—and trust begins with a conversation.
Founded on a commitment to dedicated financial stewardship, Thoreson Steffes Trust Company delivers personalized portfolio management, estate and legacy planning, and farm management services with integrity and transparency. They partner with families to preserve and grow their wealth across generations.
Thoreson Steffes is focused on providing each client with a high level of service, so they’re selective in establishing new relationships to ensure it’s a good fit for both the client and the Trust Company. The team currently manages over $600 million for fewer than 90 client relationships.
Co-founders, Rick Thoreson, CFA, and Kelly Steffes, JD, lead a seasoned team of professionals committed to helping individuals, families, and nonprofits plan wisely and invest confidently.
Thoreson Steffes values close partnerships with their clients’ legal, tax, and business advisors and collaborates with them to create customized, tax-efficient solutions to meet your goals in investment, wealth transfer, retirement, and farm management.
Discover what sets them apart and why meaningful financial partnerships begin here.
Thoreson Steffes Trust Company
210 Broadway N Ste 400
Fargo, ND 58102
701.478.3341
thoresonsteffes.com
