A trust administration team that works

Unlike larger trust companies, we offer unbiased, personalized attention to ensure that each of your needs is thoroughly considered…and met. The trust officer responsible for your business reports directly to our CEO and President, who are accessible and actively involved with your overall goals.

Stan Joffe
“There is no business without a sound client partnership.”

Stanley Joffe Esq.

Chairman and CEO
Antony Joffe
“We treat clients like part of our extended family.”

Antony Joffe

President
Julie DiLeo
“Every workday brings a new experience.”

Julie DiLeo

Vice President – Admin Services
Kathy Gerash
“Our job is to guide, respect and preserve what’s important.”

Kathy Gerash

Trust Officer
Troy Steinbeck
“A trust officer constantly balances clients’ needs and personalities.”

Troy Steinbeck

Trust Officer
Maxx Hickey, Trust Officer
“Independence is our central focus to provide clients with peace of mind.”

Maxx Hickey

Trust Officer
orange

LEARN ABOUT TRUST
ADMINISTRATION SERVICES

Maybe the best way to understand who we are and what we do is to hear what we’re not. We’re not investment or tax advisors or part of a large financial institution. We’re not compensated by commission and finder’s fees. And we’re not influenced or guided by financial products or services. We are truly an independent South Dakota-charted trust administration firm.  read more