AGENCY SERVICES

We offer reliable agency services under Power of Attorney, managing financial tasks, coordinating with advisors, and overseeing real property with accuracy and accountability. Clients trust us to step in with sound judgment when circumstances require a dependable fiduciary.

Our agency services provide reliable, professional management of financial responsibilities under a Power of Attorney or similar authority. We handle day‐to‐day financial tasks, coordinate with advisors, and ensure obligations are met with accuracy and accountability. When real property is involved, we manage rental income, tax payments, and lease administration. Clients rely on our judgment and consistent follow‐through, especially when circumstances require a trusted fiduciary to step in and act on their behalf.

CONTACT US TO LEARN MORE

MEET OUR TEAM

Alexa Stulken, CTFA®, AFIM®

Chief Wealth & Trust Officer

alexas@bhtrustco.com
(605) 939-3602

Lori Burmeister

Wealth & Trust Officer

lorib@bhtrustco.com
605-939-3604

Kelsey Halderman

Wealth & Trust Relationship Administrator

kelseyh@bhtrustco.com
605-939-3605

Cara Thoma

Wealth & Trust Operations Administrator

carat@bhtrustco.com
(605) 939-3603