Team

 

Chad M. Halbur is President and a shareholder of Cornerstone Private Asset Trust Company, LLC. He is responsible for establishing procedures and the development of day to day operations. Chad is our Senior Investment Manager and...

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Leonetta Rence

Vice President and Senior Trust Officer

952-844-2556

Leonetta Rence is the Vice President and Senior Trust Officer with Cornerstone Private Asset Trust Company, LLC. She is responsible for managing our Trust client relationships and new business development. She holds a CTFA with the...

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Joshua is a Retirement Plan Specialist, he has over 15 years of experience in all aspects of retirement plans. He has worked as a record keeper, a TPA and most recently, as an advisor for retirement plans. Joshua has a strong...

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Theresa Schwarzhoff is Operations for Cornerstone Private Asset Trust Company, LLC. Her primary focus is daily reconciling and account maintenance. Theresa is originally from Cannon Falls MN and currently resides in Sioux Falls SD with...

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Julie grew up in west central Minnesota. After graduating from St. Cloud State University, she moved to the Twin Cities where she began working as an executive assistant for an Estate Planning attorney.  Finding she enjoyed the...

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Kristi Johnson is Trust Operations for Cornerstone Private Asset Trust Company, LLC.Kristi grew up and still lives in Montrose, SD. She was a stay-at-home mother to four, now grown, children and went back to school when the oldest two...

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Shelby is a Marketing Coordinator for Cornerstone Private Asset Trust Company, LLC. She is responsible for creating marketing content, building out marketing strategies, and implementing these strategies to support our core sales...

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Sofia Mitzel is the Junior Trust Officer at Cornerstone Private Asset Trust Company, LLC. She works with team leaders to support fiduciary decisions and build and maintain client relationships. Sofia has a background in Trust...

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