The ATO board consists of wealth management professionals who strive to ensure the success of our members, their businesses and the association. With a variety of life and business experiences, the board works to develop new ways of supporting our members and provides opportunities to grow their wealth management knowledge.
Brian works with wealth management and trust clients as well as oversees strategic planning for the company. Brian is a second-generation Trust Officer. He leads North Dakota’s largest independent trust company, which his father Steve founded in 1990. He is currently on the Board of ATO and chair of the Next Generation Network.
Tom has extensive experience in the organization and ongoing representation of stand-alone trust companies, banks, bank holding companies and other financial institutions. He regularly assists community financial organizations with merger and acquisition matters. Tom represents financial institutions in both public securities offerings and private placements and provides ongoing counsel regarding reporting obligations under the Securities Exchange Act of 1934. As a part of his practice, Tom routinely interacts with both federal and state banking and securities agencies on a wide variety of regulatory issues, including enforcement actions and agreements. He also assists his financial institution clients with general corporate and executive compensation matters. Tom was a founding member and director of and continues to serve as General Counsel and Secretary to the Association of Trust Organizations.