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Our Corporate Team

Meet the executives, investment professionals and client services staff that make up our corporate team. We also have Financial Services Representatives (FSRs) throughout the U.S. to serve you.

Paris Ashley Cager<p class="team-title">Trust Operations Specialist</p>
Paris Ashley Cager

Trust Operations Specialist

Melissa Coleman<p class="team-title">Trust Administrator</p>
Melissa Coleman

Trust Administrator

Jennifer Dawson<p class="team-title">Assistant IRA/IMA Administrator</p>
Jennifer Dawson

Assistant IRA/IMA Administrator

Alanna Dwight<p class="team-title">Director of Trust Operations</p>
Alanna Dwight

Director of Trust Operations

AJ Gomez<p class="team-title">Trust and Settlement Associate</p>
AJ Gomez

Trust and Settlement Associate

Scott Howard<p class="team-title">Senior Trust Administrator</p>
Scott Howard

Senior Trust Administrator

Eric Johnson<p class="team-title">Vice President and Chief Operating Officer</p>
Eric Johnson

Vice President and Chief Operating Officer

Gary Johnson<p class="team-title">Vice President and Portfolio Manager</p>
Gary Johnson

Vice President and Portfolio Manager

John Lindahl<p class="team-title">Database Administrator</p>
John Lindahl

Database Administrator

Mike Magnusson<p class="team-title">Vice President and Trust Administrator</p>
Mike Magnusson

Vice President and Trust Administrator

Joshua Myers<p class="team-title">Staff Attorney and Compliance Officer</p>
Joshua Myers

Staff Attorney and Compliance Officer

Drake Petersen<p class="team-title">Portfolio Manager</p>
Drake Petersen

Portfolio Manager

Jennifer Petersen<p class="team-title">Financial Reporting Analyst</p>
Jennifer Petersen

Financial Reporting Analyst

Christine Peterson<p class="team-title">Senior IRA Administrator</p>
Christine Peterson

Senior IRA Administrator

Michelle Rodriguez<p class="team-title">Senior IRA Administrator</p>
Michelle Rodriguez

Senior IRA Administrator

Emma Sheehan<p class="team-title">Vice President of Trust Administration</p>
Emma Sheehan

Vice President of Trust Administration

Michael Snooks<p class="team-title">Investment Associate</p>
Michael Snooks

Investment Associate

Sam Vetter<p class="team-title">Trust Operations Specialist</p>
Sam Vetter

Trust Operations Specialist

Ann P. Wiesbrock, CFP<sup>®</sup><p class="team-title">President</p>
Ann P. Wiesbrock, CFP®

President

Financial Services Representatives

Our Financial Services Representatives meet with individuals, families and institutions across the U.S.

Steve Allison, ChFC<sup>®</sup>, CTFA<p class="team-title">Director of Financial Services Representatives</p><p class="team-phone-number"><span style="font-weight: bold">Connect:</span>&nbsp<br/>847-583-3264<br />srallison@covenanttrust.com</p><p class="team-facility">Covenant Living of Golden Valley</p><p class="team-location">Minnesota | North Dakota | South Dakota | Western Wisconsin</p>
Steve Allison, ChFC®, CTFA

Director of Financial Services Representatives

Connect: 
847-583-3264
srallison@covenanttrust.com

Covenant Living of Golden Valley

Minnesota | North Dakota | South Dakota | Western Wisconsin

Erik Carlson, CFP<sup>®</sup>, CTFA, RICP<sup>®</sup><p class="team-title">Financial Services Representative</p><p class="team-phone-number"><span style="font-weight: bold">Connect:</span>&nbsp<br/>847-583-3280<br />ewcarlson@covenanttrust.com</p><p class="team-facility">Covenant Living of Golden Valley, Minnehaha Academy</p><p class="team-location">Minnesota</p>
Erik Carlson, CFP®, CTFA, RICP®

Financial Services Representative

Connect: 
847-583-3280
ewcarlson@covenanttrust.com

Covenant Living of Golden Valley, Minnehaha Academy

Minnesota

Karlene Crabtree<p class="team-title">FSR Support and Client Services</p><p class="team-phone-number"><span style="font-weight: bold">Connect:</span>&nbsp<br/>847-583-3277<br />kmcrabtree@covenanttrust.com</p><p class="team-facility">Covenant Living of Golden Valley</p><p class="team-location">Minnesota</p>
Karlene Crabtree

FSR Support and Client Services

Connect: 
847-583-3277
kmcrabtree@covenanttrust.com

Covenant Living of Golden Valley

Minnesota

Timothy Frazier, MBA<p class="team-title">Financial Services Representative</p><p class="team-phone-number"><span style="font-weight: bold">Connect:</span>&nbsp<br/>847-583-3270<br />tifrazier@covenanttrust.com</p><p class="team-facility">Covenant Living of the Great Lakes</p><p class="team-location">Kentucky | Lower Michigan | Ohio | Tennessee | West Virginia | Western New York | Western Pennsylvania</p>
Timothy Frazier, MBA

Financial Services Representative

Connect: 
847-583-3270
tifrazier@covenanttrust.com

Covenant Living of the Great Lakes

Kentucky | Lower Michigan | Ohio | Tennessee | West Virginia | Western New York | Western Pennsylvania

Tim Hedberg<p class="team-title">Financial Services Representative</p><p class="team-phone-number"><span style="font-weight: bold">Connect:</span>&nbsp<br/>847-583-3278<br />tdhedberg@covenanttrust.com</p><p class="team-facility">Covenant Living at the Shores</p><p class="team-location">Alaska | Idaho | Montana | Oregon | Washington</p>
Tim Hedberg

Financial Services Representative

Connect: 
847-583-3278
tdhedberg@covenanttrust.com

Covenant Living at the Shores

Alaska | Idaho | Montana | Oregon | Washington

Tom Hilgers<p class="team-title">Financial Services Representative</p><p class="team-phone-number"><span style="font-weight: bold">Connect:</span>&nbsp<br/>847-583-3273<br />tfhilgers@covenanttrust.com</p><p class="team-facility">Covenant Living of Florida</p><p class="team-location">Alabama | Florida | Georgia | Mississippi | North Carolina | South Carolina | Tennessee</p>
Tom Hilgers

Financial Services Representative

Connect: 
847-583-3273
tfhilgers@covenanttrust.com

Covenant Living of Florida

Alabama | Florida | Georgia | Mississippi | North Carolina | South Carolina | Tennessee

Brandon Hovey<p class="team-title">Financial Services Representative</p><p class="team-phone-number"><span style="font-weight: bold">Connect:</span>&nbsp<br/>847-583-3269<br />bjhovey@covenanttrust.com</p><p class="team-facility">Covenant Living of Turlock</p><p class="team-location">Central California | Hawaii | Nevada | Sacramento Valley | San Francisco Bay Area | Sierra Nevada</p>
Brandon Hovey

Financial Services Representative

Connect: 
847-583-3269
bjhovey@covenanttrust.com

Covenant Living of Turlock

Central California | Hawaii | Nevada | Sacramento Valley | San Francisco Bay Area | Sierra Nevada

Larry Kleindienst, CTFA, ChFC<sup>®</sup>, AIF<p class="team-title">Team Lead, Financial Services Representative</p><p class="team-phone-number"><span style="font-weight: bold">Connect:</span>&nbsp<br/>847-583-3279<br />ljkleindienst@covenanttrust.com</p><p class="team-facility">Covenant Living at Windsor Park, Swedish Covenant Hospital</p><p class="team-location">Eastern Missouri | Illinois | Indiana</p>
Larry Kleindienst, CTFA, ChFC®, AIF

Team Lead, Financial Services Representative

Connect: 
847-583-3279
ljkleindienst@covenanttrust.com

Covenant Living at Windsor Park, Swedish Covenant Hospital

Eastern Missouri | Illinois | Indiana

Donna Lewis<p class="team-title">Financial Services Representative</p><p class="team-phone-number"><span style="font-weight: bold">Connect:</span>&nbsp<br/>847-583-3274<br />dklewis@covenanttrust.com</p><p class="team-facility">Covenant Living of Cromwell</p><p class="team-location">Connecticut | Delaware | Eastern New York | Eastern Pennsylvania | Maine | Maryland | Massachusetts | New Hampshire | New Jersey | Rhode Island | Vermont | Virginia | Washington D.C.</p>
Donna Lewis

Financial Services Representative

Connect: 
847-583-3274
dklewis@covenanttrust.com

Covenant Living of Cromwell

Connecticut | Delaware | Eastern New York | Eastern Pennsylvania | Maine | Maryland | Massachusetts | New Hampshire | New Jersey | Rhode Island | Vermont | Virginia | Washington D.C.

Dan Melgren, CPA, CFP<sup>®</sup><p class="team-title">Financial Services Representative</p><p class="team-phone-number"><span style="font-weight: bold">Connect:</span>&nbsp<br/>847-583-3262<br />dcmelgren@covenanttrust.com</p><p class="team-facility">Covenant Living of Colorado</p><p class="team-location">Arkansas | Colorado | Iowa | Kansas | Nebraska | New Mexico | Oklahoma | Texas | Western Missouri | Wyoming</p>
Dan Melgren, CPA, CFP®

Financial Services Representative

Connect: 
847-583-3262
dcmelgren@covenanttrust.com

Covenant Living of Colorado

Arkansas | Colorado | Iowa | Kansas | Nebraska | New Mexico | Oklahoma | Texas | Western Missouri | Wyoming

Todd Mitchell<p class="team-title">Financial Services Representative</p><p class="team-phone-number"><span style="font-weight: bold">Connect:</span>&nbsp<br/>847-583-3275<br />temitchell@covenanttrust.com</p><p class="team-facility">Covenant Living of Northbrook, North Park University</p><p class="team-location">Arizona | Eastern Wisconsin | Illinois | Louisiana | Upper Michigan | Utah</p>
Todd Mitchell

Financial Services Representative

Connect: 
847-583-3275
temitchell@covenanttrust.com

Covenant Living of Northbrook, North Park University

Arizona | Eastern Wisconsin | Illinois | Louisiana | Upper Michigan | Utah

Karen Palmberg<p class="team-title">Financial Services Representative</p><p class="team-phone-number"><span style="font-weight: bold">Connect:</span>&nbsp<br/>847-583-3272<br />kapalmberg@covenanttrust.com</p><p class="team-facility">Covenant Living at the Holmstad</p><p class="team-location">Northern Illinois</p>
Karen Palmberg

Financial Services Representative

Connect: 
847-583-3272
kapalmberg@covenanttrust.com

Covenant Living at the Holmstad

Northern Illinois

Jonathan Peterson<p class="team-title">Finance Officer & Financial Services Representative</p><p class="team-phone-number"><span style="font-weight: bold">Connect:</span>&nbsp<br/>847-583-3267<br />jdpeterson@covenanttrust.com</p><p class="team-facility">Covenant Living at the Samarkand</p><p class="team-location">Santa Barbara | Southern San Juan Valley | Ventura County | Western Los Angeles</p>
Jonathan Peterson

Finance Officer & Financial Services Representative

Connect: 
847-583-3267
jdpeterson@covenanttrust.com

Covenant Living at the Samarkand

Santa Barbara | Southern San Juan Valley | Ventura County | Western Los Angeles

Ingrid Prater, CFP<sup>®</sup><p class="team-title">Financial Services Representative</p><p class="team-phone-number"><span style="font-weight: bold">Connect:</span>&nbsp<br/>847-583-3276<br />ikprater@covenanttrust.com</p><p class="team-facility">Covenant Living at Mount Miguel</p><p class="team-location">Los Angeles | Orange County | Riverside County | San Diego | Southern California</p>
Ingrid Prater, CFP®

Financial Services Representative

Connect: 
847-583-3276
ikprater@covenanttrust.com

Covenant Living at Mount Miguel

Los Angeles | Orange County | Riverside County | San Diego | Southern California

Our Board of Directors

Our board of directors is committed to one core purpose: creating the company that serves you best. They ensure that Covenant Trust is operating at full potential and delivering best-in-class services to our clients. Their job is to make sure that we do our job by providing guidance and accountability.

Scott T. Hanson
Chair of Investment Committee

Steven Klimkowski

Roger A. Oxendale

Jill P. Rhiner

Thomas M. Sprague
Board Chair

Scott E. Stenmark

Mollie N. Sudhoff
Chair Audit Committee

Mary K. Surridge

John Wenrich

Ann P. Wiesbrock
Ex Officio

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Covenant Trust works with partners with sound privacy protection policies and practices. No entity is immune from the threat of a data breach, and for that reason, Covenant Trust encourages users to be mindful of that fact when entering data on any website. Finally, Covenant Trust is not liable for any technical or system-related issues arising out of your access to the third-party site.

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Covenant Trust logo

By clicking the link below you will be leaving the Covenant Trust website. The destination site is operated by a third-party contracted by Covenant Trust to provide account information to our clients. While Covenant Trust works to provide the most accurate and current information, the destination site is ultimately operated and maintained by a third-party, and while Covenant Trust believes the information to be generally reliable, it makes no guarantees as to the accuracy or completeness of the contents of the third-party website. If you notice anything that looks incorrect, please contact Covenant Trust at 800-483-2177.

Covenant Trust works with partners with sound privacy protection policies and practices. No entity is immune from the threat of a data breach, and for that reason, Covenant Trust encourages users to be mindful of that fact when entering data on any website. Finally, Covenant Trust is not liable for any technical or system-related issues arising out of your access to the third-party site.

Continue

Covenant Trust logo

By clicking the link below you will be leaving the Covenant Trust website. The destination site is operated by a third-party contracted by Covenant Trust to provide account information to our clients. While Covenant Trust works to provide the most accurate and current information, the destination site is ultimately operated and maintained by a third-party, and while Covenant Trust believes the information to be generally reliable, it makes no guarantees as to the accuracy or completeness of the contents of the third-party website. If you notice anything that looks incorrect, please contact Covenant Trust at 800-483-2177.

Covenant Trust works with partners with sound privacy protection policies and practices. No entity is immune from the threat of a data breach, and for that reason, Covenant Trust encourages users to be mindful of that fact when entering data on any website. Finally, Covenant Trust is not liable for any technical or system-related issues arising out of your access to the third-party site.

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