Wealth Management Team
Jerus J. Campbell, J.D. |
Education: J.D., University of Minnesota Law School; B.S.B.A., with Highest Honors, University of South Dakota (Accounting major); Graduate, with Honors, Cannon Financial Institute Trust School.
Experience: Over 25 years in the Financial Services industry including Trust Administration, Estate Planning and Investment Management; 3 yrs as a government attorney (Governor's Office); 3 yrs as a litigator (law firm); and 3 yrs as an auditor (public accounting firm). Member: South Dakota and Minnesota Bar Associations; Sioux Falls Estate Planning Council; past member, Investment Committee, Sioux Falls Area Community Foundation. Address: 133 South Main Ave., Sioux Falls, SD 57104 Phone: (605) 782-4505 |
---|---|
Leon D. Rozeboom |
Education: Graduate, University of Iowa, B.B.A. in Finance; Prior Licensed National Association of Securities Dealers Registered Representative Series 7.
Experience: Over 30 years in the Financial Services Industry including Investment Management, Qualified Retirement Plans, Personal Trust, and Relationship Management; and 2 years as a consultant (public accounting firm). Member: Siouxland Estate Planning Council; past member, Investment Committee, Siouxland Foundation. Address: 324 Dakota Dunes Blvd., Dakota Dunes, SD 57049 Phone: (605) 217-4425 |
Jordan F. Hermanson, CTFA
AVP / Trust Officer
Wealth Management Division |
Education: Graduate, University of South Dakota, B.B.A. in Economics; Graduate, with Honors, Cannon Financial Institute Trust School; Certified Trust & Fiduciary Advisor (CTFA).
Experience: Former Operations Assistant and former Asst. Trust Officer, Liberty Wealth Management. Member: Sioux Falls Estate Planning Council.
Address: 133 South Main Ave., Sioux Falls, SD 57104
Phone: (605) 782-4505
|
Jordan M. Rozeboom |
Experience: 4 years as a Chief Financial Officer; 4 years as an auditor and tax consultant (public accounting firm). Member: Siouxland Estate Planning Council. Address: 324 Dakota Dunes Blvd., Dakota Dunes, SD 57049 Phone: (605) 217-4425 |
Cole A. Harder |
Education: Graduate, South Dakota State University, B.S. Business Economics and Entrepreneurial Studies (2021). Experience: Operations Associate, Liberty Wealth Management. Address: 133 South Main Ave., Sioux Falls, SD 57104 Phone: (605) 782-4505 |
|
|