Since 1913, Trust Point Inc. has provided individuals, families, businesses and other organizations with a full range of financial-related services. Our professional staff includes attorneys, accountants, financial planners, investment advisors / analysts, and administrative experts who all share a common goal - to personally attend to your financial objectives. Whether you are an individual in need of trust and financial services, or a company seeking a customized retirement plan, we are prepared to provide you with our professional expertise.

Insurance

Investment Management

Trust Point Inc.

Trust Point Inc.'s headquarters in La Crosse, WI, United States

Bill Bosch

Yan Arsenault

Dar Isaacson

Angela Strangman

Jason Munz

Brian Koopman

Erica Rytilahti

Luke Raymer

Jill Taylor

Beth Hoven

The Client Services Team at Trust Point Inc. is dedicated to ensuring exceptional client experiences by managing and nurturing relationships with clients. This team, composed of Relationship Managers, Client Service Associates, and strategic leaders, works collaboratively to attend to client needs, address inquiries, and deliver personalized financial solutions tailored to each client's objectives. They act as the primary point of contact, ensuring seamless communication and satisfaction for individuals and businesses seeking Trust Point Inc.'s financial expertise.

Client Services Team

The Leadership Team at Trust Point Inc. is responsible for setting the strategic direction of the company, ensuring robust financial performance, and fostering a culture of excellence and integrity. Comprised of senior executives across various functional areas, the team collaborates to make high-level decisions, overseeing operations, and guiding the company's vision to meet and exceed the financial objectives of clients. This team also ensures effective governance and alignment with Trust Point Inc.'s long-term goals and values.

Leadership Team

The Wealth Management Team at Trust Point Inc. specializes in providing comprehensive financial planning and investment strategies tailored to meet the unique needs of individuals, families, and businesses. This team of experts collaborates to manage portfolios, develop trust and estate plans, offer tax-efficient solutions, and provide personalized financial coaching, ensuring clients achieve their long-term financial goals.

Wealth Management Team

The Specialists & Analysts Team at Trust Point Inc. is dedicated to optimizing and safeguarding the company's financial services. This multi-disciplinary group focuses on streamlining processes, enhancing cybersecurity and compliance, strengthening brand presence, driving digital marketing strategies, providing exceptional account support, increasing process efficiency, and managing operational tax processes. Together, they ensure that both individual and corporate clients receive top-tier, personalized financial solutions.

Specialists & Analysts Team

The Vice Presidents team at Trust Point Inc. comprises senior executives overseeing critical areas such as development, operations, and organizational growth. They are responsible for steering strategic initiatives, optimizing internal processes, and ensuring the company delivers high-quality financial services that align with our clients' objectives. This team collaborates closely with various departments to drive business growth and maintain Trust Point Inc.'s longstanding reputation for excellence.


Vice Presidents

The Retirement Planning Team at Trust Point Inc. focuses on designing and managing customized retirement plans for individuals and businesses. The team ensures compliance with regulatory requirements, administers plan operations, and provides specialized advice to optimize retirement outcomes. Their expertise is aimed at securing financial well-being for clients in their retirement years.

Trust Point Inc.

Org chart

Teams

Client Services Team

Leadership Team

Wealth Management Team

Specialists & Analysts Team

Vice Presidents

Retirement Planning Team

Offices

Trust Point Inc.

Org chart

Teams

Client Services Team

Leadership Team

Wealth Management Team

Specialists & Analysts Team

Vice Presidents

Retirement Planning Team

Offices

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