Rick is a principal of Thoreson Steffes Trust Company focused on portfolio management and investment consulting.  Rick has over 30 years of experience including serving as Chief Investment Officer for the private client group of a large national bank.  An experienced wealth management professional, his focus is on managing equity, fixed income and alternative investment portfolios for taxable clients.  Rick has held the designation of Chartered Financial Analyst since 1991 and is a member of the CFA Institute and CFA Society of Minnesota.

Kelly is a principal of Thoreson Steffes Trust Company and serves as relationship manager.  Kelly's area of responsibilities include trust administration, estate planning, and developing strong working relationships with clients, their family members, and their trusted advisors. She has over 30 years of personal trust experience including management roles at a large national bank. With her law degree, Kelly has experience in practicing law in the areas of estate planning, probate, and trust.

Kelly and her husband, Scott, have five adult children and have recently begun to welcome grandchildren into their lives.  They enjoy spending time at the lake and the mountains of Montana.  During her free time, she enjoys skiing, cycling, hiking, and spending time with her family.  

Charles joined Thoreson Steffes Trust Company in December 2018 as a Farm Manager. Charles has been in the Farm Management industry since 1998 managing farms in North Dakota, Minnesota, and South Dakota. He is a graduate of North Dakota State University in Agricultural Economics and holds his Accredited Farm Management (AFM) designation from the American Society of Farm Managers and Rural Appraisers.

Charles is a member of the Fargo-Moorhead Symphony Orchestra Board and the Red River Valley Coin Club.  As an avid coin collector, Charles loves to spend time building up his coin collection.  Charles also loves to travel and enjoys photography.

Kiana joined Thoreson Steffes Trust Company in June 2021 specializing in client services. Her responsibilities include account administration, compliance, as well as policy and procedures. Kiana holds her Certified Trust Fiduciary Advisor (CTFA) designation through the American Bankers Association. She comes to Thoreson Steffes Trust Company with over 8 years of experience in the financial industry, most recently serving as a Personal Banking Officer at a local community bank. 

In her free time she enjoys spending time outside with her family, reading and traveling. 

Jami joined Thoreson Steffes Trust Company in September of 2023 specializing in client services.  Her responsibilities include client relations, account administration and daily operations.  She has over 17 years of banking experience with a majority of that time focused in the mortgage industry. 

In her free time she enjoys spending time with her son, daughter, and two rescue dogs.  When the weather cooperates, she also enjoys a round of golf and spending time outdoors.