Wealth Management

CorTrust’s Wealth Management Advisors develop personalized plans to help families and individuals build, manage, preserve and transition wealth. Contact us today for a plan based on your values and goals.

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John Heisler


Senior Vice President
Wealth Management Service Division Manager, JD, AEP
300 Cherapa Place
Suite 101
Sioux Falls, SD 57103
(605) 444-4024
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John Heisler currently serves as Senior Vice President and Wealth Management Services Division Manager for CorTrust Bank. John oversees and manages all aspects of CorTrust’s Wealth Management Division, including Trust, Financial Planning, Retirement Planning, and Investment Services.

A Native of Herreid, South Dakota, and a graduate of Arizona State University and Drake University Law School, Heisler has been practicing law and working in Sioux Falls wealth management groups and trust departments for over 20 years. He is an active member of the Second Judicial Circuit Bar Association, the South Dakota Bar Association, the South Dakota Bankers Association Trust Committee, and the Sioux Falls Estate Planning Council. John has also been recognized as an Accredited Estate Planner (AEP) by the National Association of Estate Planners and Councils.

John and his wife, Molly, have three children. He is located at Cherapa Place in Sioux Falls, SD.

Nicole Nelson


Trust Operations Manager
300 Cherapa Place
Suite 101
Sioux Falls, SD 57103
(605) 444-4017
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Nicole Nelson currently serves as the Trust Operations Manager for CorTrust Bank Wealth Management Services. Nicole manages all aspects of the operations and accounting for the Trust Division/Department.

A native of LeMars, Iowa, Nicole graduated from the University of Sioux Falls with a Management Degree. Nicole has been working in trust operations and administration since 2000. Nicole is an active member of the Sioux Falls Estate Planning Council.

Nicole and her husband, Adam, have two children. She is located at the CorTrust Bank’s Cherapa Place location in downtown Sioux Falls.

Vanessa Klemme VanDeWiele


Client Relationship Manager
300 Cherapa Place
Suite 101
Sioux Falls, SD 57103
(605) 444-4018
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Vanessa Klemme VanDeWiele currently serves as a Client Relationship Manager for CorTrust Wealth Management & Raymond James Financial Services. Vanessa is responsible for servicing client’s needs with administration, scheduling and general inquiries as well as marketing and supporting the overall growth of the Investment and Wealth Management Team.

A farm native from West Akron, South Dakota, Vanessa graduated from South Dakota State University with a Bachelor of Arts degree in Broadcast Journalism and Mass Communications. She relocated from the Twin Cities where she had been working in administration since 2000 and with investments since 2011. Vanessa is an active member of the Sioux Falls Estate Planning Council and serves as a GI (Get Involved in your community) Committee Member for CorTrust Bank.

Vanessa and her husband, Joe, have three children. She is located at the Cherapa Place location in downtown Sioux Falls, SD.

Tim Purintun


Trust Officer, JD, CTFA
300 Cherapa Place
Suite 101
Sioux Falls, SD 57103
(605) 444-4031
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Tim Purintun currently serves as a Trust Officer for CorTrust Wealth Management Services. Tim administers trust department accounts and serves as the investment/portfolio manager.

A native of Britton, South Dakota and a graduate of North Dakota State University and Creighton University School of Law, Purintun practiced law for seven years prior to joining CorTrust Wealth Management. Tim is a Certified Trust and Financial Advisor (CTFA) and an honors graduate of the Cannon Trust School.  He is an active member of the South Dakota Bar Association, Sioux Falls Estate Planning Council and the Sioux Falls Chamber of Commerce Young Professional’s Network.

Tim and his wife, Kjerstin, have two children. He is located at the CorTrust Bank’s Cherapa location downtown in Sioux Falls, SD.

Don Threadgold


Farm Management
(605) 999-3350
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Don Threadgold has been a staple of the Artesian Community for over 35 years and Don knows farming! A native of Miner County, South Dakota, he started his Ag banking career with CorTrust Bank in 1976 and has been making and servicing all types of Ag loans for over 30 years. While helping farmers with their agricultural banking needs, Don has been running his own diversified farm for more than 40 years, as well as managing farms for in-state and out-of-state owners. A graduate of South Dakota State University with an Ag Economics degree, he is experienced in working with the USDA.

He has over 25 years experience in farm management, is a certified Agricultural Consultant, and is a member of ASFMRA (American Society of Farm Managers and Rural Appraisers). He is also a member of ASAC (American Society of Agricultural Consultants) and currently manages over 9000 acres in South Dakota. Don currently sits on the Board of Directors for CorTrust Bank. He and his wife of over 40 years have eight children and 14 grandchildren.

Robert Young, CFP, MBA


Financial Advisor
719 North Main
Mitchell, SD 57301
(605) 996-5920
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Bob joined CorTrust Bank in December of 1989 as Branch Manager and Financial Advisor with Raymond James Financial Services, Inc. He graduated from the University of South Dakota School of Business and completed his Master’s in Business Administration from University of South Dakota in July 1979. Bob obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1991. He is located at CorTrust Bank on Main Street, in Mitchell, SD.

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Dana Randall, CFP


Financial Advisor
2016 6th Ave SE
Aberdeen, SD 57401
(605) 225-3130
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Dana joined CorTrust Bank in April of 2008 as Branch Manager and Financial Advisor with Raymond James Financial Services, Inc., for the northern South Dakota region. He graduated from Northern State University with a Bachelor of Science Degree with an emphasis in management and marketing. Dana obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1994. Prior to joining CorTrust Bank, Dana had been an independent Financial Advisor with Raymond James Financial Services for 19 years. Dana and his wife, Becky, have two grown daughters. He is located in Aberdeen, SD.

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Rebecca Randall


Client Relationship Manager
CorClub Director
2016 6th Ave SE
Aberdeen, SD 57401
(605) 225-3130
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Becky currently serves as Administrative Sales Assistant for CorTrust Wealth Management and Raymond James Financial Services. She is also a CorClub Director for CorTrust Bank. Becky is responsible for servicing clients with administration, scheduling and general inquiries. Prior to joining CorTrust Bank, Becky had been working as an administrative assistant, since 1998 with her husband, Dana, in their privately owned business with Raymond James Financial Services. Becky and her husband have 2 grown daughters. She is located in Aberdeen, SD.

Mike Steffen, AAMS


Financial Advisor
100 E Havens Ave
Mitchell, SD 57301
(605) 996-7775
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Mike Steffen currently serves as a Financial Advisor with Raymond James Financial Services and CorTrust Bank Wealth Management. With extensive experience in the financial industry, Mike works with his clients to build a customized plan to meet their financial needs, problems, and goals. He specializes in retirement and estate planning strategies to build and deepen client relationships.

Mike graduated from South Dakota State University with a Bachelor of Science Degree in Economics. He is passionate about giving back to the Mitchell and surrounding communities. He is involved with numerous community organizations and serves as a volunteer coach. Mike is located at CorTrust Bank on Haven\'s Ave in Mitchell, SD.

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Adolfo Sotomayor


Financial Advisor
9740 Tamarack Road
Woodbury, MN 55125
(651) 200-4021
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Adolfo Sotomayor currently serves as a Financial Advisor with Raymond James Financial Services and CorTrust Bank Wealth Management for the Twin Cities market. With over 15 years of experience in the Financial Services industry he strongly believes that objective comprehensive financial planning advice comes from having a thorough understanding of each individual client unique set of values.
He is committed to helping his clients have a better quality of life by aligning their core values with their financial choices.

Having been raised in South America, Adolfo is fluent in Spanish. He obtained his Bachelor\'s Degree in Finance from The University of Texas at San Antonio, his MBA from The University of Saint Thomas and is currently working on his CFP® certification.

Adolfo and his wife Trista have one daughter and call Apple Valley, MN their home. He is active in
several community and professional organizations.

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Laurie Knutson


Client Relationship Manager
9740 Tamarack Road
Woodbury, MN 55125
(651) 200-4028
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Laurie Knutson currently serves as a Client Relationship Manager for CorTrust Wealth Management and Raymond James Financial Services for the Twin Cities. Laurie joined CorTrust in 2015 with over 10 years of professional administrative experience in the Financial Services industry. She holds a Bachelor\'s Degree in Business Administration from The University of Wisconsin at Eau Claire. Laurie is responsible for servicing client needs, administration, marketing, compliance and operations and supporting the overall growth of the Investment and Wealth Management platform. A native of Menomonie, WI, Laurie is located at the CorTrust Bank in Woodbury, MN.

Ashley Leise


Financial Advisor
110 Cedar St
Yankton, SD 57078
(605) 665-6423
Fax: (605) 665-6478
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Ashley Leise currently serves as a Financial Advisor with Raymond James Financial Services. Having worked in the financial industry since 2010, Ashley’s goal is to become and remain her client’s most trusted advisor.

Ashley graduated with honors from Wayne State College with a Bachelor of Science Degree in Finance. She is active in her community as a member of the Holy Trinity Ladies Guild, Holy Trinity Christian Mothers, Hartington Women’s Volleyball League, as well as volunteering at her local church and school events.

Ashley resides in Hartington, Nebraska with her husband, Derrick, and their three children. She is located at CorTrust Bank’s Cedar location in Yankton, SD.

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Natashia Moser


Financial Advisor
2405 Broadway
Yankton, SD 57078
(605) 689-1414
Fax: (605) 668-0014
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Natashia Moser joined CorTrust Wealth Management in July of 2007. She has been a Financial Advisor with Raymond James Financial Services, Inc. since 1999. Natashia advises clients on financial, retirement, and estate planning strategies. She is committed to building comprehensive financial plans by working with her clients to build a personalized portfolio that reflects their values and achieves their financial needs and goals. 

Natashia graduated Magna Cum Laude with a Bachelor of Science Degree in Business Administration from Mount Marty College in 1999. She is active in her community and serves as a Board Member of the Yankton Rotary Club and the Rotary Foundation. She resides in Northeast Nebraska with her husband Ray. They have five grown children and 12 grandchildren. She is located at the CorTrust Bank on Broadway Avenue in Yankton, SD.

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Christopher Bruns


Financial Advisor
300 Cherapa Place
Suite 101
Sioux Falls, SD 57103
(605) 444-4033
Fax: (605) 444-4040
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Christopher Bruns serves as a Financial Advisor with Raymond James Financial Services and CorTrust Bank Wealth Management. He works with individuals, families, businesses, institutions and estates to develop a customized strategy which focuses on their specific needs and risk tolerance. With extensive experience in the financial industry, Chris helps his clients to have confidence in pursuing their financial goals.

Specializing in retirement services and education planning, Chris continues to develop meaningful relationships with his clients as they navigate through various stages of their lives or business. He offers a comprehensive list of investment alternatives including stocks, bonds, mutual funds, ETFs, CDs, annuities, IRAs, 529 plans and various insurance products.

A farm native from Madison, South Dakota, Chris attended Dakota State University for Finance. He enjoys coaching his children in various youth sporting events and supporting his community by working with Veterans Groups and his church. Chris resides in Sioux Falls with his wife, Amber, and their three children. He is located at Cherapa Place in downtown Sioux Falls, SD.

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Cindy Torgerson


CorClub Executive Director
Client Relationship Manager RJFS
719 N Main St
Mitchell, SD 57301
(605) 996-5910
Fax: (605) 996-0009
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Cindy currently serves as an Administrative Sales Assistant for CorTrust Wealth Management and Raymond James Financial Services, Inc. She is also Assistant Vice President and CorClub Executive Director for CorTrust Bank. She is responsible for servicing clients with administration, scheduling and general inquiries. She also plans events and trips for customers through CorClub at CorTrust Bank. Cindy also manages IRAs on the bank side. She has been in the banking business since 1980, working for various banks throughout South Dakota. Cindy joined CorTrust Bank in January of 1994. She and her husband, Terry, have one son, one daughter and two grandchildren. Cindy is located at CorTrust Bank on Main Street, in Mitchell, SD.


Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by 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.

CorTrust Bank and CorTrust Wealth Management are independent of Raymond James Financial Services.

FINRA/SIPC

719 North Main
Mitchell,SD 57301
605.996.5910

Raymond James Privacy Notice

John Heisler, Nicole Nelson, Tim Purintun, and Don Threadgold are not affiliated with Raymond James.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.