Chief Trust Officer

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.



Trust Officer

Karl Lund 

 

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 is currently working to obtain the trust designations of TEP and CTFA.

Board of Directors

Monroe M. "Roey" Diefendorf, Jr., MI, CLU, ChFC, RFC, CAP

 

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. 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;

  • Argonne Trust Company, Inc. - a South Dakota Division of Banking public trust company created to provide families a structure to perpetuate family values, in perpetuity.
  • Aspida360, Inc. - a technology company that created the “MTM360” digital platform for building family unity, values, philanthropy and wealth preservation by offering secure full time mobile access for “what matters most” – one’s family.  Becoming a “legacy” family has never been more achievable thanks to Roey’s pioneering technology. This platform is available to qualified advisors who desire to go beyond merely helping clients make more money. 
  • MTM Advisory, LLC - Roey’s consulting entity that deals directly with families, helping navigate them though the MTM360 platform which includes; Communication360, Values360, Gratitude360, Legacy360, Governance360 and Perpetuation360.
  • MTM Educational Resources, Inc. - a 501c3, non-profit established to provide “more than money” wealth management curriculum within the collegiate academic community.  Roey taught his first college course for the Spring 2020 semester at the University of Illinois – Urbana.  In addition,  educational presentations are provided to organizations and families globally.

 

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.


Kenneth Eyler, MBA, CPA

 

Ken has a strong background in family office operations, having run several large multi-family offices. He is now the president of More Than Money Family Office, LLC.

 



 

South Dakota Trust Administration Office

Argonne Trust Company, Inc.

4418 S. Technology Drive

Sioux Falls, SD 57106

 

Phone

605-705-4685

Fax

605-223-8788

 

E-mail

Info@ArgonneTrust.com

Or use our contact form.

 

Business Hours

9-5 CST

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