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 Lund, CTFA
Karl graduated from Augustana College in 2015 with a Bachelor of Arts in French and Business Administration. However, he began his trust administration as an intern during college and continued as a full time employee with Sterling Trustees upon graduation. In 2018, Karl joined Trident Trust where his time was devoted to international clients, primarily Latin American, administering multi-jurisdictional trust structures. His comprehensive knowledge with both domestic and international solutions make Karl a great addition to the Argonne Trust team.
Karl has his Certified Trust and Fiduciary Advisor desination and is currently working to obtain the trust designations of TEP.
Marty Jensen has over 40 years of global business development and management experience in the financial services industry. His duties have covered a broad range of products and services dealing with multi-disciplinary, cross border, comprehensive wealth management programs.
He is a TEP, Trust and Estate Professional with the Society of Trust & Estate Professionals www.step.org , AIFA, Accredited Investment Fiduciary Analyst, with www.fi360.com specializing in “Prudent Expert-Programs”. He has been a pioneer in providing “Sustainable Stewardship” to RIA’s, family offices and all types of institutional organizations throughout the world.
He is a former CIMC and past President of I.I.M.C; Institute of Investment Management Consultants Association (which has since merged with IMCA, now Investment & Wealth Institute. He has lectured on Fiduciary and Wealth Management topics to a myriad of Trade Conferences and Graduate Business Schools including Harvard, Wharton, Cornell, UCLA and Yale.
Marty is now using these years of experitence to educate and lead advisors and families to "values based" planning.
Abby Breit joins ATC as she completes law school in 2023. She is committed to make "purposeful" trusts a core competency for the benefit of not just our firm but for your family.
Monroe M. "Roey" Diefendorf, Jr., MI, CLU, ChFC, RFC, CAP, CEPA
As a 4th generation in the Diefendorf’s wealth management business, Roey has officially stepped aside to make room for the next generation at 3 Dimensional Wealth Advisory.
Roey’s 50 years career began prior to his graduation from Deerfield Academy. He went on to receive a BA in Psychology from Bucknell University and a Master`s Degree in Insurance from Georgia State University. He received the designation of Chartered Life Underwriter (CLU) in 1976, Chartered Financial Consultant (ChFC) in 1983, and a Chartered Advisor in Philanthropy (CAP) in 2010 from the American College.In 1992, he added the Registered Financial Consultant (RFC) desigation. In 2003, he attended the Wharton School of Business and successfully attained the Certified Investment Management Analyst (CIMA) designation. He hss been awarded the Certified Exit Planning Advisor designation in 2022. After many years of insurance and investment advisory, Roey turned his focus on the “3 Dimensional Wealth” of his clients.
Roey has written over a dozen books, including “3 Dimensional Wealth: A Radically Sane Perspective On Wealth Management” (2005), “A Better Way: Using Purposeful Trusts To Preserve Values & Valuables In Perpetuity” (2013), “3D Portfolio Theory (3DPT); Taking Modern Portfolio Theory (MPT) To A New Dimension” (2019) and “The Endangered Family: How To Defeat The Greatest Single Risk Confronting Your Family – Your Money” (2020).
As a sought after speaker, Roey has presented on wealth management and philanthropy at many venues, including the Main Platform at the Million Dollar Round Table. He has won numerous awards including: The Fleet Bank Small Business Award in 2001, a semi-finalist in the Ernst & Young Entrepreneur of the Year in 2006, the finalist in the NY Enterprise Small Business Award for Leadership in 2007, the LI Business News “50 Around 50” Award for Philanthropy in 2009, the Gold Medal finalist in the Gartner & 1 to1 Media CRM Excellence Award in Efficiency for North, Central and South Americas in 2010 and the Faith Vision Award from Family Legacy Mission, Zambia in 2014. Also, Roey and his wife Chris, planted North Shore Community Church (PCA) on Long Island in 1993. In 2021, Roey was awarded the Loren Dunton Lifetime Achievement Award by the International Association of Registered Financial Consultants.
All this is the preamble to what’s next for Roey – working 24/7 (24 hours / week; 7 months / year) on “MORE THAN MONEY” - helping families protect and preserve their values and valuables while mitigating the potential damage to heirs that massive wealth can produce.
Roey’s “More Than Money” (MTM) mission will be achieved through More Than Money Family Office, LLC which is comprised of four components;
Roey is a man on a mission to change the way wealth management is done and is determined to do so until he’s done.
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 advisors 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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