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.

Bill Bosch

Jason Munz

Dar Isaacson

Brian Koopman

Yan Arsenault

Mark Chamberlain

Erica Rytilahti

Brian Boyer

Allyson Krause

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

Leadership Team

Wealth Management Team

Client Services Team

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Team members

Other teams at Trust Point Inc.

Leadership Team

Wealth Management Team