Meet Our Team

PERSONAL TRUST

JEFFREY J. CADWELL, CTFA
Senior Trust Executive 218-733-5502

Jeff started with North Shore Bank in 1984 and has been in the Trust Division since 1991. A graduate of the University of Minnesota-Duluth, the Cannon Trust School, the Cannon Trust Investments School, and he is a Certified ...read more

JEFF R. COOPER, CTFA
Trust & Private Banking Executive 218-625-1254

Jeff Cooper joined North Shore Bank of Commerce in 2004, shortly after graduating from the University of Minnesota-Duluth with a Bachelor of Economics degree. He is a Certified Trust and Financial Advisor ...read more

JENA M. HART, CTFA
Private Banking Manager 218-733-5506

Jena began her banking career with North Shore as a part time teller back in 1990 and quickly rose to the position of Branch Supervisor. It was her attention to detail and genuine interest in her customers' financial well-being ...read more

TIM R. JOHNSON, CTFA
Trust Administrator 218-733-5503

Tim is a graduate of the University of Minnesota-Duluth, with a Bachelor of Accounting degree and a Bachelor of Business Administration degree with emphasis in finance. He joined North Shore Trust in 2014 and administers personal trusts, ...read more

LISA L. MANDELIN
Trust Executive 218-733-5509

Lisa is a graduate of Macalester College in St. Paul with a Bachelor of Arts degree in Economics with an emphasis in Accounting. She has over 30 years of professional experience in the financial services industry. Prior to joining North Shore ...read more

MATTHEW R. VAILLANT
Private Banking Executive 218-625-1246

Matt is a summa cum laude graduate from The College of St. Scholastica having received a Bachelor of Arts degree in Business Management & Accounting. In 2014, Matt successfully completed Boston University’s Certified Financial Planning ...read more

SAMANTHA L. KRSIEAN, CTFA
Trust Administrator 218-733-5537

Samantha is a graduate of the Duluth Business University, with an Associates degree in Business Administration. She joined North Shore Bank in 2004 and is responsible for the administration of personal trusts, conservatorships, estates, ...read more

JANET WINDUS
Trust Client Specialist 218-733-5563

Janet is a life-long Duluthian who joined North Shore Investments & Trust in 2015 to assist with the administration of personal trusts. Earlier in her career, Janet held a variety of positions which provided a strong background ...read more

AILI E. RATIKE
Trust Clerk 218-625-1255

Aili is a graduate and recipient of an Associates degree from Lake Superior College. Aili joined North Shore Bank in 2012 and currently provides support for the administration of personal trusts, guardianships, estates and investment ...read more
EMPLOYEE BENEFITS

ROBERT D. HOWE, CEBS
Senior Trust Executive 218-733-5501

Bob is a graduate of the University of Minnesota-Duluth and has completed numerous employee benefit courses and certifications through the Wharton School, University of Pennsylvania. With over 25 years of experience ...read more

KAROL L. SOWERS, CISP
Trust Executive 218-733-5510

Karol is a University of Minnesota-Duluth graduate, is a Certified IRA Services Professional (CISP), and holds a certificate in Retirement Plans. When she joined NSI&T in 1996 Karol brought with her 14 years of Trust and Employee ...read more

RYAN M. GAUTREAUX, CEBS
Emoloyee Benefits Associate 218-733-5536

Ryan is a graduate of the University of Wisconsin-Stout with a Bachelor of Science degree in Business Administration. In 2016 he achieved the designation of Certified Employee Benefits Specialist (CEBS) from the Wharton School of the University ...read more

DENISE M. HEIDMAN, CIS
Trust Associate 218-733-5546

Denise is a Certified IRA Specialist I (CIS) with over 15 years experience in Trust. Denise has assisted in the administration of a variety of Individual Retirement Accounts. She also has experience assisting with the administration of 401(k) ...read more

CHERIE L. BRINDA
Employee Benefits Specialist

Cherie graduated from the University of Minnesota-Duluth with a degree in accounting and began working in the financial business in 1985. In 1994 she joined the trust business and is experienced in preparing tax returns as well as ...read more
INVESTMENTS

JANE C. GOTTWALD
Investment Executive 218-733-5538

Jane is a graduate of the University of Wisconsin-Madison's School of Business and has been with North Shore's Trust division since 1992. Jane is the manager of NSI&T's Investment Department where she specializes in portfolio ...read more

TIMOTHY J. SEELOS
Investment Executive 218-733-5514

Tim is a graduate of the University of Illinois at Chicago, with a Masters of Arts degree in Economics and also a graduate of the ABA Trust Graduate School. Prior to joining North Shore Investments & Trust in 2002 Tim's extensive ...read more

JUSTIN C. SWEEP
Trust Investment Specialist 218-733-5523

Justin is a graduate of the University of Minnesota-Duluth, with a Bachelor of Business Administration in Finance and Economics. While attending college, he had an internship with an insurance company and investment firm ...read more
OPERATIONS

MARTY MACLEAN
Trust Operations & Project Manager 218-733-5505

Marty is a graduate of the University of Minnesota-Duluth with a Bachelor of Arts Degree in Business Administration and Economics and has completed numerous trust, employee benefit and management courses throughout his career. ...read more

PATRICIA A. SWENSON
Trust Systems Operations Manager

Pat has been with North Shore for over 30 years and has spent the most of her career in Trust Operations. Areas of responsibility include overseeing client accounting services, investment statements, and data processing. Pat has been ...read more

JAKE R. ANDERSON
Risk Operations Manager

Jake is a graduate from the University of Minnesota-Duluth. He graduated with a degree in Bachelor of Business Administration in 2009. Shortly after graduating, he joined North Shore Bank of Commerce beginning as a part time Bank Teller ...read more

SUSAN C. HAPY
Administrative Assistant

Susan joined North Shore Investments & Trust in 2003, some of her many responsibilities include, but are not limited to, booklet assembly, supply orders, account opening assistance, tracking and special projects as well as ...read more

CINDY L. HEYESEN
Operations Clerk

Cindy joined North Shore in 1995 and brings a diverse business background to the trust business. Cindy performs various duties in Trust Operations, including income collection, processing money market transactions, asset reconciliations, ...read more

Tania Sazama
Private Banking Associate

Tania has been with North Shore, in various capacities, since 1997 and in her current position she provides support to Private Banking and Investment & Trust client relationships. Because of Tania's extensive training ...read more
MANAGEMENT

BRENDA J. BRANNAN
Chief Wealth Management Officer 218-625-1266

Brenda's 20+ years of banking experience is merely the tip of the iceberg when you also consider her many professional achievements. She is a graduate of the University of Washington Electronic Payments Institute, the Minnesota ...read more
Conventional Fixed, 15 Years
Rate 3.125% | APR 3.360%
Conventional Fixed, 20 Years
Rate 3.625% | APR 3.810%
Conventional Fixed, 30 Years
Rate 3.875% | APR 4.009%
FHA, 30 Years
Rate 3.375% | APR 4.528%
VA, 30 Years
Rate 3.500% | APR 3.624%
Friday
July 28
2017

Duluth, MN
Stock, Bond, and Mutual Fund investments are not FDIC insured. May lose value. Not bank guaranteed. Products are not obligations of the bank.