Bell Bank has promoted a group of experienced advisors – Jason Schuller, Brooks Bollinger, Becky Walen and Matt Bushard – as the “next generation” of leaders for wealth management across our company.
Jason has been named SVP/wealth and fiduciary division manager (as well as associate fiduciary legal counsel), overseeing financial planning and partnering with longtime leader Mary Locken to manage trust and conservatorship administration, estate services, investment management and unique asset management. Brooks has been named SVP/Twin Cities wealth management director, leading Bell’s growth in and around the Twin Cities and Duluth, in addition to responsibilities in Phoenix with our expansion in that market. Becky has been named SVP/market development director for wealth management, focusing on growth and business development for the entire division. Matt, VP/senior wealth advisor, will lead Bell’s financial planning services across the division. Each of these 4 leaders will be working with wealth management staff in Bell’s regional market hubs based in Fargo, Minneapolis and Phoenix.
“We are very proud to promote these four to lead wealth management and help our team members in the Twin Cities, Fargo, Phoenix, and across our company,” says Patrick Chaffee, EVP/banking and wealth management administration at Bell Bank. “They will help guide our continued growth and the personalized approach we take with clients, whether they are individuals, families, businesses or institutions.”
Originally from Rochester, Minn., Jason is a graduate of the University of St. Thomas and Mitchell Hamline School of Law. He joined Bell Bank’s wealth management division in 2016 and has more than 20 years of experience in law and wealth management. He is active in the Minnesota Bar Association and is a former adjunct professor at the University of St. Thomas School of Law, where he taught estate planning and administration. Schuller resides in Minneapolis with his wife and two children.
Brooks is originally from Grand Forks, N.D., and won a Rose Bowl as a quarterback at the University of Wisconsin. He spent several seasons playing in the NFL, and coaching high school and college football after retiring. Along the way, he became a licensed financial advisor, transitioning his coaching and mentoring skills to the wealth management arena and joining Bell in 2019. He and his wife live in Eagan, Minn., with their 5 children.
Becky, a native of Elk River, Minn., graduated from the University of Mary and holds a master’s degree in financial planning from North Dakota State University. She joined Bell in 2013 and has been in wealth management for more than 20 years. Becky is an Accredited Financial Counselor and Certified Financial Planner. She and her husband live in Fargo and have 3 children.
Matt hails from Sauk Centre, Minn., and graduated from Concordia College. He joined Bell in 2011, working his way up through various wealth management positions, and holds the Certified Financial Planner designation. He and his wife live in Fargo.