Our overall approach is to provide you with expert advice and unrivaled service in estate and trust administration. Our skilled investment, estate, and trust professionals will work closely with you and your other professional advisors to help you build and share your legacy.
Benefits of a Trust
A trust or estate plan benefits anyone who owns property such as a home, car, bank accounts, investments, business interests, retirement plan, collectibles, etc. The implementation of such plans can help you:
Manage and administer your assets
Loft Advisors provides professional investment management of trust assets.
A trust can outline and provide care for you and/or your spouse should either of you become incapacitated. It can also help ease the transition when you lose a loved one.
Complete your taxes
Loft Advisors can provide tax-efficient cash flow through contributions and distributions.
We can also expedite tax-efficient transfers of wealth to heirs and provide privacy by avoiding probate.
Address concerns of confidentiality
Establishing and funding a trust as part of your estate plan allows the assets in the trust to avoid probate.
Trust Administration
You may choose Loft Advisors to be named in your lifetime trust agreement as corporate trustee or in your will as executor. We provide impartiality in decisions that are frequently emotional. We provide continuity and stability in situations where involved individuals cannot. Your Loft Advisor team is dedicated to protecting your assets and fulfilling your intentions. Every situation is unique. Working with the professionals at Loft Advisors can help you find clarity in your financial complexity.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Loft Advisors and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. First Dakota National Bank and Loft Advisors are separately owned and operated and not independently registered as broker-dealers or investment advisers.
Your Trust Team
Contact one of our advisors for more information about Trust services through Loft Advisors.
Dianne Harris
Senior Vice President- Wealth & Trust
Dianne Harris is a Senior Vice President and Wealth & Trust Officer with First Dakota National Bank.
Senior Vice President, Wealth & Trust Department Manager
Don is a Senior Vice President and Wealth & Trust Manager in the Sioux Falls market. He joined the First Dakota team in April 2025 with more than 30 years of experience in client relationships, investment management, and financial planning.
Amy is a Trust Administrator for First Dakota Wealth & Trust Department. She joined First Dakota National Bank in August 2023 and specializes in trust administration, client services, and financial planning.
Jason Spicer joined the First Dakota Wealth & Trust team in September 2020. Jason specializes in trust administration, investment management, and retirement planning.
