Jim manages Palisade’s Core High Quality Growth equity strategy, an investment discipline he has practiced for over 25 years. He has over 35 years of portfolio Management experience. Prior to founding Palisade, Jim served as Chief Investment Officer for Equity Investments, Executive Vice President, Director, and owner along with managing equity separate accounts and mutual funds at Voyageur Asset Management. From 1981-1991, Jim was the founder and President of King Management Company an equity & fixed income money management firm, acquired by Allied Insurance Company in 1986 and subsequently combined with Voyageur in 1991. Jim started his investment career in the trust department of Central National Bank of Des Moines, Iowa where he was the Chief Investment Officer of both Bank and Trust investments

He received his Bachelor of Science Degree from Parsons College. Jim is past president of the Financial Analysts Society of Iowa, a Fellow of the International Financial Analysts Society and a Drake University lecturer. Jim and his wife Donna live in Minneapolis, MN.

jking@palisadeam.com

Paul works with key clients and manages Palisade’s financial planning analysis. He has over 30 years of Wealth Management experience. Prior to founding Palisade, Paul managed investments on behalf of his clients at Felten & Kenworthy, which he co-founded in 1990. As a partner at Ernst & Young in the late 90’s, he led the personal financial planning practice in the Twin Cities and helped coordinate this practice nationally. Prior to this, Paul was the founder and chairman of Source Financial Group, Inc., an outgrowth of a personal financial planning/investment practice that he started in 1975.

Paul received both a Masters in Business and a Bachelor of Arts from Creighton University. He is an active board member of several businesses, charitable and industry organizations. Paul is a Certified Financial Planner and has served as president of the Twin Cities chapter of the International Association of Financial Planners. Paul and his wife Yvonne live in Minneapolis, MN.

pkenworthy@palisadeam.com

Steve manages Palisade’s high net worth client relationships and co-manages Palisade’s Core High Quality Growth equity strategy. He has over 23 years of wealth management and portfolio management experience. Prior to joining Palisade, Steve was head of the Trust and Financial Services Division for BNC National Bank. From 2001 to 2005, Steve was a Senior Vice President with U.S. Trust Company, and was a member of the Executive Committee for U.S. Trust’s Minnesota offices. From 1987 to 2001, he served high net worth and trust clients while at Resource Trust Company.

Steve received a B.A. from Bethel University. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Minnesota. He is also a member of the Minnesota Society of CPAs and the American Institute of Certified Public Accountants. Steve lives in Minneapolis, MN.

slandberg@palisadeam.com

Dennis manages Palisade’s High Quality Growth-Regional equity strategy along with managing Palisade’s Taxable and Tax-Exempt fixed income strategies. He has over 30 years of portfolio management experience. Before joining Palisade in 2006, Dennis spent nine years at U.S. Trust, as senior portfolio manager for individual trusts and tax-exempt portfolios. Prior to U. S. Trust, Dennis managed fixed income and balanced mutual funds at Fortis Advisers, where assets grew substantially under his guidance. He started his investment career at First Trust of St. Paul, (now First Asset Management) managing individual trusts, and building a fixed-income department.

Dennis received an M.B.A. from Northwestern University, Evanston IL in Finance and Marketing, and a B.S. from Valparaiso University in both Finance and Economics. He holds the Chartered Financial Analyst designation. Dennis and his wife Sharon live in Arden Hills, MN.

dott@palisadeam.com

Paul manages Palisade’s high net worth client relationships and co-manages the High Quality Growth-Regional equity strategy. He has over 25 years of wealth management and portfolio management experience. Prior to joining Palisade, Paul spent 17 years at U.S. Trust as senior vice president and portfolio manager where he developed the Minnesota office’s Core multi-cap Equity Strategy. From 1984 to 1992, Paul was a market strategist and portfolio manager at Piper Jaffray focusing on high net worth individual and institutional clients. In this role, he was the main media contact and his work was quoted numerous times in national media. Prior to Piper Jaffray, Paul was a Technical Analyst at Perkins Capital Management focusing on stock selection for individual clients.

Paul received a B.S. from the Curtis L. Carlson School of Management, University of Minnesota in Finance and Economics. He holds the Chartered Alternative Investment Analyst (CAIA) designation and is a member of the CAIA Association. Paul, his wife Barbara and their four children live in Eden Prairie, MN.

pkronlokken@palisadeam.com

Peter manages Palisade’s Marketing and Business Development activities along with managing client relationships. He has over 25 years of Wealth Management and Marketing experience. Prior to joining Palisade, Peter was the Director of Business Development for Crosswater Financial Corporation, a Minnesota multi-family office. For over ten years previous, Peter was a Financial Advisor at Merrill Lynch in their Minneapolis office, managing a team of three Financial Advisors. From 1981-1993, Peter held both National Sales and Marketing Management positions in the Consumer Goods industry.

Peter received an M.S. from the University of Massachusetts at Amherst and a B.A. from the University of California at Berkeley. He is a Certified Investment Manager Analyst (CIMA). He swam competitively for over 20 years, making two Olympic teams and winning two Silver Medals at the Montreal Olympics in 1976. In 1980, Peter captained the U.S. Olympic men’s swimming team. Peter, his wife Jeanne and their three children live in Plymouth, MN.

procca@palisadeam.com

Tom manages Palisade’s Business Development. He has over 35 years of Wealth and Trust Management experience. Prior to joining Palisade in 2009, Tom was President of BNC National Bank, MN region and head of the Wealth Management Division for three regions (MN, ND & AZ). Before joining BNC, Tom was Managing Director of U.S. Trust Company responsible for financial, risk management, compliance, and fiduciary matters for the MN offices. From 1984 to 2001, Tom was President and a Director of Resource Trust Company and a Director of their Eastcliff Mutual Funds. For nearly 20 years prior, Tom was the Senior VP at Marquette Bank responsible for the Trust and Retail divisions, Marquette Capital Management, and Marquette Insurance Agency. During his tenure at Marquette, Tom also managed the Marketing Department and the Investment Department, servicing the needs of over 400 institutional clients.

Tom holds a JD and B.S. from the University of North Dakota. He and his wife Rita live in Minnetonka, MN.

twelch@palisadeam.com

Jennifer L. Fischer
Principal, Chief Financial Officer, Chief Operations & Compliance Officer

Jennifer is the Chief Financial Officer and manages Palisade’s office operations and administration along with all compliance and issues. She has over 20 years experience of Wealth Management Operations and Compliance in the Financial Services industry. From 1990 through 2001, Jennifer served many roles with Windsor Financial Group including fixed-income trader and manager of operations and technology. Prior to this, she was with Washington Square Capital Advisory Group, performing both technical and investment duties. Jennifer began her career at Cytrol, Inc, where she designed and developed trading systems for the Wall Street Community.

Jennifer her husband Jim and two children live in Waverly, MN.

jfischer@palisadeam.com