Scroll Top
Find a Rep button

Our Corporate Team

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

All Client Services Executive Investment
Clear Filters
Tim Anderson<p class="team-title">System Administrator</p>
Tim Anderson

System Administrator
8 February, 2023 in Client Services
Elizabeth Breaden<p class="team-title">Vice President, Portfolio Manager</p>
Elizabeth Breaden

Vice President, Portfolio Manager
9 September, 2024 in Client Services, Investment
Susan Clark<p class="team-title">Trust Administrator</p>
Susan Clark

Trust Administrator
6 March, 2024 in Client Services
AJ Gomez, CTFA<p class="team-title">Trust Officer - Estate Settlement</p>
AJ Gomez, CTFA

Trust Officer - Estate Settlement
5 November, 2019 in Client Services
Sophie Hernandez<p class="team-title">Financial Reporting Specialist</p>
Sophie Hernandez

Financial Reporting Specialist
4 November, 2019 in Client Services
Orlando Ibarra<p class="team-title">IRA Administrator</p>
Orlando Ibarra

IRA Administrator
6 November, 2019 in Client Services
Alexandrea Jefferson<p class="team-title">Trust Operations Specialist</p>
Alexandrea Jefferson

Trust Operations Specialist
2 November, 2020 in Client Services
Alex Johnson<p class="team-title">Associate Trust Administrator</p>
Alex Johnson

Associate Trust Administrator
8 November, 2019 in Client Services
Eric Johnson<p class="team-title">Vice President and Chief Operating Officer</p>
Eric Johnson

Vice President and Chief Operating Officer
7 November, 2019 in Client Services, Executive
Steve Klimkowski, CFA<p class="team-title">President</p>
Steve Klimkowski, CFA

President
6 July, 2023 in Client Services, Executive
Paul Lessard<p class="team-title">Vice President, Business Development</p>
Paul Lessard

Vice President, Business Development
19 March, 2021 in Client Services
John Lindahl, CTFA<p class="team-title">System Analyst</p>
John Lindahl, CTFA

System Analyst
9 November, 2019 in Client Services
Kiersten Lundgren<p class="team-title">Human Resources Manager</p>
Kiersten Lundgren

Human Resources Manager
1 May, 2023 in Client Services, Human Resources
Mike Magnusson<p class="team-title">Trust Officer</p>
Mike Magnusson

Trust Officer
10 November, 2019 in Client Services
Angelo Marroquin, J.D., CFP<sup>®</sup>, CTFA<p class="team-title">Vice President, Trust Administration</p>
Angelo Marroquin, J.D., CFP®, CTFA

Vice President, Trust Administration
19 January, 2023 in Client Services
Melissa McCabe<p class="team-title">Trust Administrator</p>
Melissa McCabe

Trust Administrator
1 April, 2022 in Client Services
Wojciech Miezin<p class="team-title">Investment Associate</p>
Wojciech Miezin

Investment Associate
17 September, 2021 in Client Services, Investment
Joshua Myers<p class="team-title">Vice President, Legal and Compliance Officer</p>
Joshua Myers

Vice President, Legal and Compliance Officer
11 November, 2019 in Client Services, Executive
Christine Peterson, CISP<p class="team-title">Senior IRA Administrator</p>
Christine Peterson, CISP

Senior IRA Administrator
14 November, 2019 in Client Services
Vedrana Radivojevic<p class="team-title">Institutional Reporting Lead</p>
Vedrana Radivojevic

Institutional Reporting Lead
2 November, 2020 in Client Services
Michelle Rodriguez, CISP<p class="team-title">Senior IRA Administrator</p>
Michelle Rodriguez, CISP

Senior IRA Administrator
15 November, 2019 in Client Services
Jennifer Stangel<p class="team-title">Trust Administrator - Estate Settlement</p>
Jennifer Stangel

Trust Administrator - Estate Settlement
3 November, 2019 in Client Services
Candace Thomas<p class="team-title">Trust Operations Specialist</p>
Candace Thomas

Trust Operations Specialist
21 October, 2022 in Client Services
Sam Vetter<p class="team-title">Director of Trust Operations</p>
Sam Vetter

Director of Trust Operations
19 November, 2019 in Client Services
Ashley Williams<p class="team-title">Senior Trust Operations Specialist</p>
Ashley Williams

Senior Trust Operations Specialist
28 June, 2023 in Client Services
Barbara Wood, CMA<sup>®</sup><p class="team-title">Corporate Accountant</p>
Barbara Wood, CMA®

Corporate Accountant
20 July, 2023 in Client Services

Financial Advisors

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

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

Financial Advisor

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

Covenant Living of Golden Valley

Minnesota | North Dakota | Western Wisconsin
G. Tad Gullickson, CIMA<sup>®</sup><p class="team-title">Financial Advisor</p><p class="team-phone-number"><span style="font-weight: bold">Connect:</span>&nbsp<br/>847-583-3280<br />t.gullickson@dev.covenanttrust.com</p><p class="team-facility">Covenant Living of Golden Valley, Minnehaha Academy</p><p class="team-location">Minnesota | South Dakota</p>
G. Tad Gullickson, CIMA®

Financial Advisor

Connect: 
847-583-3280
t.gullickson@dev.covenanttrust.com

Covenant Living of Golden Valley, Minnehaha Academy

Minnesota | South Dakota
Alan Cook, CPFA<sup>®</sup><p class="team-title">Financial Advisor</p><p class="team-phone-number"><span style="font-weight: bold">Connect:</span>&nbsp<br/>847-583-3237<br />a.cook@dev.covenanttrust.com</p><p class="team-facility">Covenant Living of Inverness</p><p class="team-location">Arkansas | Louisiana | New Mexico | Oklahoma | Texas</p>
Alan Cook, CPFA®

Financial Advisor

Connect: 
847-583-3237
a.cook@dev.covenanttrust.com

Covenant Living of Inverness

Arkansas | Louisiana | New Mexico | Oklahoma | Texas
Tim Hedberg<p class="team-title">Financial Advisor</p><p class="team-phone-number"><span style="font-weight: bold">Connect:</span>&nbsp<br/>847-583-3278<br />tdhedberg@dev.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 Advisor

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

Covenant Living at the Shores

Alaska | Idaho | Montana | Oregon | Washington
Seth Hicks, CFP<sup>®</sup><p class="team-title">Financial Advisor</p><p class="team-phone-number"><span style="font-weight: bold">Connect:</span>&nbsp<br/>847-583-3270<br />srhicks@dev.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>
Seth Hicks, CFP®

Financial Advisor

Connect: 
847-583-3270
srhicks@dev.covenanttrust.com

Covenant Living of the Great Lakes

Kentucky | Lower Michigan | Ohio | Tennessee | West Virginia | Western New York | Western Pennsylvania
Brandon Hovey, CTFA, MBA<p class="team-title">Financial Advisor</p><p class="team-phone-number"><span style="font-weight: bold">Connect:</span>&nbsp<br/>847-583-3269<br />bjhovey@dev.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, CTFA, MBA

Financial Advisor

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

Covenant Living of Turlock

Central California | Hawaii | Nevada | Sacramento Valley | San Francisco Bay Area | Sierra Nevada
Aubrie Sanchez-Johnson<p class="team-title">Financial Advisor</p><p class="team-phone-number"><span style="font-weight: bold">Connect:</span>&nbsp<br/>847-583-3272<br />alsanchez-johnson@dev.covenanttrust.com</p><p class="team-facility">Covenant Living at the Holmstad</p><p class="team-location">Illinois</p>
Aubrie Sanchez-Johnson

Financial Advisor

Connect: 
847-583-3272
alsanchez-johnson@dev.covenanttrust.com

Covenant Living at the Holmstad

Illinois
Larry Kleindienst, ChFC<sup>®</sup>, CTFA<p class="team-title">Financial Advisor</p><p class="team-phone-number"><span style="font-weight: bold">Connect:</span>&nbsp<br/>847-583-3279<br />ljkleindienst@dev.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, ChFC®, CTFA

Financial Advisor

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

Covenant Living at Windsor Park, Swedish Covenant Hospital

Eastern Missouri | Illinois | Indiana
Dan Melgren, CPA, CFP<sup>®</sup><p class="team-title">Financial Advisor</p><p class="team-phone-number"><span style="font-weight: bold">Connect:</span>&nbsp<br/>847-583-3262<br />dcmelgren@dev.covenanttrust.com</p><p class="team-facility">Covenant Living of Colorado, Covenant Living of Inverness</p><p class="team-location">Colorado | Iowa | Kansas | Nebraska | Western Missouri | Wyoming</p>
Dan Melgren, CPA, CFP®

Financial Advisor

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

Covenant Living of Colorado, Covenant Living of Inverness

Colorado | Iowa | Kansas | Nebraska | Western Missouri | Wyoming
Todd Mitchell<p class="team-title">Financial Advisor</p><p class="team-phone-number"><span style="font-weight: bold">Connect:</span>&nbsp<br/>847-583-3275<br />temitchell@dev.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 Advisor

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

Covenant Living of Northbrook, North Park University

Arizona | Eastern Wisconsin | Illinois | Louisiana | Upper Michigan | Utah
Irene Mojocoa<p class="team-title">Financial Advisor</p><p class="team-phone-number"><span style="font-weight: bold">Connect:</span>&nbsp<br/>847-583-3273<br />inmojocoa@dev.covenanttrust.com</p><p class="team-facility">Covenant Living of Florida</p><p class="team-location">Alabama | Florida | Georgia | Mississippi | North Carolina | South Carolina</p>
Irene Mojocoa

Financial Advisor

Connect: 
847-583-3273
inmojocoa@dev.covenanttrust.com

Covenant Living of Florida

Alabama | Florida | Georgia | Mississippi | North Carolina | South Carolina
Carl Nehm<p class="team-title">Financial Advisor</p><p class="team-phone-number"><span style="font-weight: bold">Connect:</span>&nbsp<br/>847-583-3274<br />clnehm@dev.covenanttrust.com</p><p class="team-facility">Covenant Living of Cromwell, Covenant Living of Keene</p><p class="team-location">Connecticut | Delaware | Eastern New York | Eastern Pennsylvania | Maine | Maryland | Massachusetts | New Hampshire | New Jersey | Rhode Island | Vermont | Virginia</p>
Carl Nehm

Financial Advisor

Connect: 
847-583-3274
clnehm@dev.covenanttrust.com

Covenant Living of Cromwell, Covenant Living of Keene

Connecticut | Delaware | Eastern New York | Eastern Pennsylvania | Maine | Maryland | Massachusetts | New Hampshire | New Jersey | Rhode Island | Vermont | Virginia
Ingrid Prater, CFP<sup>®</sup><p class="team-title">Financial Advisor Services Support</p><p class="team-phone-number"><span style="font-weight: bold">Connect:</span>&nbsp<br/>847-583-3276<br />ikprater@dev.covenanttrust.com</p><p class="team-facility"></p><p class="team-location"></p>
Ingrid Prater, CFP®

Financial Advisor Services Support

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

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.

Beth Buikema
Chair of Audit Committee

Lisa R. Caridine

Cyndi Hoffman

Scott T. Hanson
Board Chair

Karen Manlove

Jill P. Rhiner

Thomas M. Sprague

Scott E. Stenmark
Chair of Investment Committee

Mollie N. Sudhoff

Mary K. Surridge

Tammy Swanson-Draheim

Todd Slechta

Steven Klimkowski
Ex Officio

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.

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.

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.

Continue