JoAnn Dickinson, JD, CTFA
JoAnn was born and raised in South Dakota. While running her own business for 22 years, she attended the Univeristy of South Dakota law school and received her Juris Doctorate in 1993. From 1994 to the present, JoAnn has been a trust officer with First Dakota National Bank, Security National Bank, Great Western Bank, Citicorp Trust, Meta Trust and Sterling Trustees.
In 2008, JoAnn attained the professional designation of Certified Trust Financial Advisor (CTFA). In addition to trust administration, she has extensive training and experience in Employee Benefits (pensions, 401k, etc).
JoAnn is a member of the South Dakota Bar Association and a member of the Sioux Falls Estate Planning Council.
Karl graduated from Augustana College in 2015 with a Bachelor of Arts in French/Business Administration. However, he began his trust administration as an intern during college and continued as a full time employee with Sterling Trust upon graduation. In 2018, Karl joined Trident Trust where his time was devoted to the international clients, primarily Latin American. His comprehensive knowledge in both domestic and international make Karl a great addition to the Argonne Trust team.
Karl is currently working to obtain the trust designations of TEP and CTFA.
Isabel Miranda. Esq.
Isabel is a founding and managing partner of Pearlman & Miranda, where her practice focuses on Trusts & Estates Law. Before founding Pearlman & Miranda, Ms. Miranda was the CEO of Heritage Family Wealth Consulting and the Managing Partner of a solo law practice. Prior to that, Ms. Miranda was the Managing Partner of the Trusts & Estates Law practice at DeCotiis, FitzPatrick & Cole. Ms. Miranda advises multi-generational families on estate planning, family governance, the administration of their estates and trusts, succession planning for their closely held businesses and charitable planning. Her peers consider her a thought leader on client centered, values based, estate planning. She is currently Chair of the Finance Committee and Co-Chair of the Editorial Committee for Family Flourishing as well as a Member of the STEP Disciplinary Panel.
Monroe M. "Roey" Diefendorf, Jr., MI, CLU, ChFC, RFC, CAP
Active since 1970, Roey is the 4th generation of his family in the business and was CEO of Diefendorf Capital Planning Associates until 2/7/2014, when he launched 3 Dimensional Wealth Advisory, LLC. Following his graduation from Deerfield Academy, he received a BA in Psychology from Bucknell University. He went on to obtain a Master's Degree in Insurance from Georgia State University, with a major in Estate Planning and a minor in Pension Planning. In 1976 and 1983, he received the designation of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) respectively from the American College, Bryn Mawr, PA. In 1992, the designation of Certified Financial Planner (CFP) was granted from the College of Financial Planners in Denver, CO. In addition, Roey has been admitted as a "CFP Practitioner." In March 2001, he was awarded the designation of Registered Financial Consultant (RFC). In 2003, he attended the Wharton School of Business and successfully attained the Certified Investment Management Analyst (CIMA) designation and in 2006, the Certified 3 Dimensional Wealth Practitioner(C3DWP) designation was added. In 2010, Roey added the professional designation of Chartered Advisor in Philanthropy (CAP) from The American College. Roey has “retired” from traditional wealth management and is working 24/7 (24 hrs/wk; 7 mo/yr) doing values based planning utilizing the MTM360 digital technology platform.
As an industry leader, Roey has authored over a dozen books, including: Wealth: Enhancement & Preservation - 1995 and 21st Century Wealth - 2000. In June 2005, "3 Dimensional Wealth: A Radically Sane Perspective On Wealth Management." In 2014, he released, “A Better Way: Using Purposeful Trusts To Preserve Values & Valuables In Perpetuity.” In 2019, “3D Portfolio Theory: Taking Modern Portfolio Theory to A New Dimension,” became available and in 2020, “The Endangered Family: How To Defeat The Greatest Single Risk Confronting Your Family – Your Money.” Over the years he has been a speaker at several international industry conferences and has made several guest appearances on the Cable TV program, "Dollars & Sense." In January 2003, Roey was interviewed by Forbes Radio, which "aired" on over 192,000 flights on American Airlines. Roey appeared as a guest on Alexander Haig's, World Business Review which was broadcast on CNBC in November 2005 and on United Airlines Inflight Television.
In June of 2008, Roey and his daughter, Emily addressed 8,400 members of the Million Dollar Round Table at their Annual Meeting in Toronto. The message was inspired by Emil's philanthropic efforts with orphans in Zambia. Roey's passion is consulting in the areas of "Family Wealth Counseling" and "Philanthropic Estate planning". As CEO, he is a member of the Kingdom Advisors and a charter member of The International Association of Advisors in Philanthropy(AiP). In addition, Roey is the founder, registered principal and a registered representative of Sterling Monroe Securities, LLC, (Series 6, 7, 24, 51 & 63) and a member of the Investment Management Consultants Association(IMCA) and the president of the NYC Chapter's board of directors along with membership in the National Association of Independent Broker Dealers (NAIBD). Roey was an early adapter as a Registered Fiduciary (RF) and has required each of his senior advisors to adhere to these standards. As a charter member of the Purposeful Planning Institute, Roey's commitment to "values based" planning led him to create Argonne Trust Company, a South Dakota non-depository bank/trust company.
In 2001, Roey's Registered Investment Advisory firm, Consolidated Portfolio Review Corp. was one of 10 recipients nationwide to receive the "Fleet Bank Small Business Leadership Award," recognized for our significant revenue growth. In 2006, Roey was selected as a Semi-finalist in the prestigious Ernst & Young Entrepreneur of the Year awards. He was nominated for the Loren Dunton Award for the International Association of Registered Financial Consultants, the Charles R. Schwab IMPACT award and a finalist in the New York Enterprise Report Small Business award. In 2009, Roey was honored as part of the inaugural class of the "50 Around 50" award by the LI Business News. On the technology front, Roey is the founder of Megethos3, LLC, a business process management software that is the backbone to the Diefendorf organization. In their 2010 Northern Hemisphere competition, Gartner & 1 to 1 Media awarded their CRM Excellence Award to Roey/Megethos3 for "Efficiency." Former winners include; Accenture, Caterpillar Tractor, Over-Stock.com and e-harmony. In 2011, Roey was one of the judges for the CRM Excellence Award, reviewing case studies for Europe, the Middle East, Africa, along with North, Central and South America.
Roey became and an adjunct professor in 2020 at the University of Illinois – Urbana, teaching the first course in America on “More Than Money” wealth management.
Shawn T. Barberis, JD
An attorney and veteran financial planner, Shawn has turned his time and attention to "More Than Money" wealth management, helping both adivisors as well as consulting with families on legacy planning. He is the founder of Aspida360, the creator of MTM360, a digital technology platform for capturing, protecting and perpetuating what matters most - a family's values.
Argonne Trust Company, Inc.
4418 S. Technology Drive
Sioux Falls, SD 57106
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