Chad Roggeman received his Bachelor’s Degree in Political Science and Speech Communications from St. Cloud State University and his Juris Doctorate from William Mitchell College of Law. Chad is an attorney in private practice with the law firm Rajkowski Hansmeier, Ltd. of St. Cloud. He has offered personable and specialized estate planning for clients since 1998 and developed a strong practice emphasizing all aspects of estate planning (including charitable, gift, farm succession, and business succession), business law, probate (estate and trust administration), wills, trusts, guardianships and conservatorships. Chad and his wife, Paula, reside in St. Cloud with their four children.
David graduated from St. Cloud State University with a Business & Finance degree and started his career as a financial associate with Jacobs Financial in 2002. Jacobs Financial is an independently owned and operated financial services business in St. Cloud, Minnesota. In 2007, David became a partner in Jacobs Financial, Inc. He is dedicated to providing financial advice in the areas of retirement, investment, insurance and tax strategies.
David works with professionals, families and businesses throughout the Midwest. He usually conducts a 3-4 meeting process with his clients to ensure they are educated in the financial services process.
David resides in Sartell with his wife and three children. He enjoys spending time and vacationing with his family and friends as well as golfing and coaching and playing soccer.
David is a registered representative and investment advisor representative of CRI Securities, LLC (CRI) and Securian Financial Services, Inc. (SFS). Financial advisors do not provide tax or legal advice. Please consult a tax or legal professional for advice regarding your specific situation. Securities and investment advisory services offered through CRI and SFS., Members FINRA/SIPC. CRI is affiliated with SFS. Jacobs Financial is independently owned and operated. 1223714/06-15
Amy joined the BankVista team as Controller in August of 2016. Amy started her banking career at American Heritage National Bank as a teller in 2004; she transitioned into public accounting with CliftonLarsonAllen (CLA) in 2007 and worked exclusively with financial institution clients on various assurance engagements. In her time at CLA, Amy earned certification as a Certified Public Accountant (CPA) and Certified Internal Auditor (CIA).
Amy graduated Summa Cum Laude from St. Cloud State University with a Bachelor of Science degree in Accounting and a minor in Psychology. She is a member of the American Institute of Certified Public Accountants (AICPA), the Minnesota Society of Certified Public Accountants (MNCPA), and the Institute of Internal Auditors (IIA).
Amy resides in Sauk Rapids with her husband and two children. In her free time, Amy enjoys reading, traveling, and spending time with her family.
Patrick Shepard has a Bachelor’s Degree in Business Administration and Mathematics as well as a master’s degree in Counseling and Student Personnel. He is the Family Resources Director at Tri-CAP where he oversees self-sufficiency programming. Over the course of his ten years with Tri-CAP, Patrick has worked collaboratively with CMHFH on many occasions. Patrick believes that CMHFH is a fantastic way for low-income people to stabilize their housing. When housing is stabilized for a family, it makes it easier for them to focus on other area of their life including parenting, employment, and community involvement.
Steve Reetz of Thrivent Financial is a graduate from the University of Minnesota with a Bachelors of Individualized studies in Business, German, and International Politics. Steve has had a varied career with experience in sales, marketing , finance, and as a painting contractor. Steve has been happily married to his wife Kristine for 27 years. They have two sons in college, both of whom they are very proud. Steve is deeply passionate about his Christian faith which is reflected in his commitment to his family, the company he works for, his closest friends, and his church involvement. Steve is currently involved with small group ministry and missions at Celebration Lutheran Church.
As a Board Member, Steve believes CMHFH provides real solutions, not just a band-aid, for families who need a safe, affordable place to live and raise their family. He believes strong families are the cornerstone of our nation, and cherishes the opportunity to be involved with an organization that is partnering with families in need.
Roger grew up on his parents’ farm and has always enjoyed building things. He started working construction in high school and never quit. For 28 years, Roger has worked in many aspects of construction from finish carpentry to project manager, on projects ranging from residences to churches. Roger believes that CMHFH has a history of promoting success and offers a hand up, not a hand out. He is excited to be part of helping families who would not otherwise be able to purchase a home and looks forward to working alongside fellow board members.