Members
Check back often as we will try to frequently update our list of current
members, employers, and groups who are members of the Estate
Planning Council
Renew your membership here!
| Kim Backman Attorney, Crowley Fleck PLLP 100 East Broadway, Ste 250 Bismarck, ND 58501 701-223-6585 kbackman@crowleyfleck.com http://www.crowleyfleck.com |
| Matthew Baumgartner, CFP, MBA Financial Advisor, Northwestern Mutual Wealth Management Company 1022 E. Divide Ave, Ste B Bismarck, ND 58501 701-250-5133 matthew.l.baumgartner@nm.com http://matthewlbaumgartner.nm.com |
| Derek Binstock Investment Officer, Bravera 401 N 4th St. Ste 301 Bismarck, ND 58501 701-355-4820 dbinstock@bravera.bank |
| Joel Bird, CFP, BFA, CRPC, APMA, CLTC Private Wealth Advisor, Legacy Financial Partners 505 E. Main Ave. Suite 100 Bismarck, ND 58501 258-9735 joel.l.bird@ampf.com http://www.ameripriseadvisors.com/joel.l.bird/ |
| Clark J. Bormann, JD Managing Partner, Bormann, Myerchin, Espeseth & Edison, LLP PO Box 995 Bismarck, ND 58502-0995 250-8968 cbormann@bmmelaw.com http://dakotaestateplanner.com |
| JoDell Bourgois, CFTA Senior Trust Officer, Kirkwood Bank & Trust 2911 N 14th St. Ste 201 Bismarck, ND 58503 701-355-5387 jodellb@kirkwoodbank.com |
| Lisa Chaffee, CPA Partner, Eide Bailly LLP PO Box 1914 Bismarck, ND 58502-1914 255-1091 lchaffee@eidebailly.com http://www.eidebailly.com/contact-us/find-a-professional/ |
| Denise Dockter-Kambeitz, CPA 1929 N. Grandview Lane Bismarck, ND 58503 400-7444 denise@rrei.co |
| Kevin Dvorak, CFP® President & CEO, North Dakota Community Foundation PO Box 387 Bismarck, ND 58502-0387 222-8349 Kevin@ndcf.net http://www.ndcf.net |
| Teresa Fiedler Eide Bailly PO Box 1914 Bismarck, ND 58502-1914 701-255-1091 tfiedler@eidebailly.com |
| Brian Fisher, CPA, PFS Shareholder, Brady Martz & Associates, P.C. 2257 3rd Ave. West Dickinson, ND 58601 701-483-6000 brian.fisher@bradymartz.com http://www.bradymartz.com |
| Janel Frank Law Office of Janel C. Frank, PLLC PO Box 951, 200 E Main Ave, Suite 201 Bismarck, ND 58502-0951 701-751-7017 janel.frank@jcflawnd.com https://jcflawnd.com/ |
| Mark Giese Senior Financial Advisor, Wells Fargo Advisors 400 E Broadway Bismarck, ND 58501 222-5100 mark.j.giese@wellsfargo.com |
| Shelly Gramling, CPA Partner, Eide Bailly PO Box 1914 Bismarck, ND 58502-1914 701-255-1091 sgramling@eidebailly.com |
| Shannon Guarcello Private Wealth Advisor, US Bank 200 N 3rd St. Bismarck, ND 58501 701-222-6275 shannon.guarcello@usbank.com |
| Denise Hays-Johnson, CTFA, JD Director of Trust & Wealth Services, Dakota Community Bank 609 Main St. Hebron, ND 58638 701-878-4416 dhays@dakotacommunitybank.com |
| John Heinen, CFRE North Dakota Community Foundation PO Box 1505 Dickinson, ND 58601 701-590-4614 john@ndcf.net https://www.ndcf.net |
| Jason Kirchmeier, CFP, CRPC, CLTC, APMA Private Wealth Advisor, Legacy Financial Partners 505 E Main Ave Ste 100 Bismarck, ND 58501 258-9735 jason.j.kirchmeier@ampf.com http://www.ameripriseadvisors.com/jason.j.kirchmeier |
| Sundi Lagge Trust Officer, TruCommunity Bank PO Box 339 Garrison, ND 58540 701-463-2262 slagge@trucommuity.bank |
| Tim Lervick Senior Counsel, Crowley Fleck PLLP 100 East Broadway Ste 250 Bismarck, ND 58501 223-6585 tlervick@crowleyfleck.com http://www.crowleyfleck.com/attorneys/144/Tim-Lervick |
| Valerie Mack, CTFA VP Wealth Management, Senior Trust Officer, Dakota Community Bank & Trust 14 3rd Ave. W. Dickinson, ND 58601 227-4000 vmack@dakotacommunitybank.com https://www.dakotacommunitybank.com/trust |
| Mary Maichel Guler Partner, Bergeson & Guler 125 State Dr. Ste 7 Bismarck, ND 58503 701-223-1986 mguler@gbg-lawoffice.com |
| Devin Melvie, BFA, APMA, CRPC Financial Advisor, Legacy Financial Partners 505 E Main Ave, Ste 100 Bismarck, ND 58501 701-258-9735 devin.melvie@ampf.com |
| Sarah Miller, CTFA Trust Officer, Kirkwood Bank & Trust 2911 N 14th St. Ste 201 Bismarck, ND 58503 701-355-5373 sarahm@kirkwoodbank.com |
| Roberta Modin, CPA Eide Bailly PO Box 1914 Bismarck, ND 58502-1914 701-255-1091 rmodin@eidebailly.com |
| Mark Monasky, MD, JD, CFP, FACS, FAANS, FCLM, AEP MD Wealth Protector PO Box 1744 Sioux Falls, SD 57101 701-426-3016 mmonasky@mdwealthprotector.com |
| Mike Mulloy Attorney, Mulloy Law PLLC 101 Slate Dr, Ste 7 Bismarck, ND 58503 701-390-8580 mike@mulloylaw.com |
| Mikayla Reis Attorney, Mikayla Reis Law, PLLC 220 North 4th Street Bismarck, ND 58501 701-630-7938 attorneymikaylareis@gmail.com |
| Jesse Sailer Senior Vice President, Morgan Stanley Wealth Management 4207 Boulder Ridge Rd, Ste 250 Bismarck, ND 58503 222-7563 Jesse.Sailer@morganstanley.com |
| Michael Schaff Schaff Tax & Financial Services 121 South 5th Street Bismarck, ND 58504 667-5294 mschaff@woodburyfinancial.net |
| Mike Senechal, CTFA, CRC Wealth Advisor, Bravera 401 N. 4th St., Suite 301 Bismarck, ND 58501 355-4820 msenechal@bravera.bank https://www.bravera.bank/ |
| Oakley Thoeny, CPA Senior Manager, Brady Martz & Associates, P.C. 2257 3rd Ave W Dickinson, ND 58601 701-483-6000 oakley.thoeny@bradymartz.com http://bradymartz.com |
| Missy Thompson, CPA COO, Bravera 401 N 4th St. Ste 301 Bismarck, ND 58501 355-4820 mthompson@weareamerican.com https://www.weareamerican.com/trust-staff.htm |
| Jeremy Vidmar E4 Insurance 718 Buckskin Ave. Bismarck, ND 58503 701-690-8372 jvidmar@e4.insurance |
| Cory Wrolstad BSC Foundation 1255 Schafer St. Bismarck, ND 58506 701-400-3158 cory.wrolstad@bismarckstate.edu |