A Wealth of Experience in the Twin Cities

4/17/2024 8:00:00 AM

Twin Cities Bell Wealth Team

In the Twin Cities, Bell Bank Wealth Management’s team brings together a wide range of experience and expertise to the shared goal of doing what’s best for Bell clients.

“Our passion for helping our clients drives everything we do,” said Brooks Bollinger, director of Bell’s Twin Cities Wealth Management team. “Everyone on our team is committed to going above and beyond to serve our clients and help them achieve their financial goals.”

The Twin Cities team provides a full range of wealth management guidance for individuals, families and businesses, including estate planning, tax planning, retirement planning and more. Team members work closely with Bell’s personal bankers to advise on both sides of a client’s balance sheet and leverage the varied resources of Bell’s wealth management division to help clients achieve their long-term goals.

Meet some of the faces of our Twin Cities team below.

Meg Martin | VP/Senior Wealth & Fiduciary Advisor

Meg specializes in helping business owners and multigenerational families navigate complex financial issues. She covers topics such as business exit and trust and estate planning and works closely with clients to build strong, lasting relationships.

“I strive to know everything about our clients – their lifestyles, careers, family dynamics, and philanthropic and wealth planning goals,” Meg said. “It’s important that I know the whole person and not just the numbers on their balance sheet, which makes my job more helpful and meaningful.”

Outside of work, Meg is an avid traveler who has been to all 50 states and more than 40 countries.

Tyler Swanson | VP/Wealth Advisor

Tyler offers comprehensive financial planning services to clients, including investment strategies, tax planning, retirement income planning, charitable giving and estate planning. His approach centers around understanding each client's priorities and crafting a financial plan aligned with their long-term goals.

“Each individual perceives the world, money and risk through a unique lens,” Tyler said. “My passion lies in providing tailored solutions that instill confidence in my clients, ensuring they remain steadfast through market fluctuations, political uncertainties and life’s diverse challenges. I’m committed to offering insights and strategies for a secure financial journey.”

When he’s not working with clients, Tyler enjoys an active lifestyle with his wife and three kids.

Chris Haarstick | VP/Senior Portfolio Manager

Chris works with Bell’s business owner clients to help them make high-quality investment and financial decisions, treating them like family to help them achieve their wealth goals. It was family, in fact, who got Chris involved in finance – his grandfathers were business owners and active participants in the stock market, and they passed their passion on to him, which he now applies to serving his clients.

“I love seeing our clients achieve their major life or wealth milestones, such as sending their kids or grandkids to college, or transitioning that treasured cabin or family farm to the next generation,” Chris said.

Outside of the office, Chris and his family enjoy spending time on the lakes in Central Minnesota.

This article was published in the Q2 2024 issue of the Bell Wealth Newsletter.

Products and services offered through Bell Bank Wealth Management are: Not FDIC insured | No Bank Guarantee | May lose value | Not a deposit | Not insured by any federal government agency.

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Bell Bank Wealth Management delivers tailored wealth strategies to an array of clientele including high-net-worth individuals and families, business owners, brokers, and estates and trusts.