Christopher Kreisel has joined the Merchants Bank trust department as a trust associate/benefit plan specialist, according to Martin Oines, CFP, CTFA
vice president/trust officer.
“Christopher is very knowledgeable. More importantly, he is passionate about explaining wealth management in terms people can understand,” Oines said.
Kreisel’s experience includes more than seven years working with Wells Fargo institutional retirement and trust as a retirement educator, where he helped 401(k) participants and plan sponsors across the country. He has industry certification as a certified mutual fund counselor (CMFC) and a certified retirement services professional (CRSP).
“For most people the best way to save money is through an employer sponsored plan, whether they are low, middle or high income earners, but explaining the benefits can be intimidating, so people can just shut down,” Kreisel said. “It isn’t hard though when it’s explained properly. That’s when the light goes on, and that’s why I’m here.”
A Winona native, Kreisel is married and has three children. Immediately before joining the Merchants trust department he worked at Gundersen Health System as a Spanish medical interpreter helping patients understand their providers and the health care system.
“People need to look closely at their financial health and wellness and work with professionals who can explain their options in language they understand,” Kreisel said.
The Merchants Bank trust department helps individuals, families and businesses establish comprehensive wealth plans that identify their needs, goals and resources for retirement. Additionally, trust services may include portfolio management and estate planning, as well as acting as an agent under power of attorney or as personal representative for estates.
Merchants Bank has 21 locations, including Minnesota locations in Winona, St. Charles, Goodview, Rochester, Rushford, Lanesboro, Caledonia, La Crescent, Spring Grove, Cannon Falls, Red Wing, Hampton, and the southern Twin Cities metropolitan suburbs of Apple Valley, Cottage Grove, Hastings, Lakeville and Rosemount. Merchants has Wisconsin locations in Eau Claire and Onalaska. Twin Cities-based Merchants Bank Equipment Finance, is a division of Merchants Bank, N.A.