Monika Lovewell to Lead Merchants Bank Trust Department

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Monika Lovewell, Trust Department Manager/SVP

Monika Lovewell has joined Merchants Bank as a Senior Vice President and will lead Merchants Bank’s Trust Department, according to Greg Evans, President and Chief Banking Officer.

“Monika brings a great deal of integrity and enthusiasm to this position,” Evans said. “I know people will enjoy meeting her, building a relationship with her, and they will find value in the guidance she will provide them.”

Lovewell has considerable experience in the trust field, including nearly 20 years in her own trust and estate planning law firm in Green Bay and northern Wisconsin. She was also a Vice President and Senior Trust Officer for Wells Fargo in California and taught legal studies and estate planning courses for colleges in Wisconsin and New York. Lovewell earned her law degree from George Washington University in Washington, D.C., and has an undergraduate degree from the University of California, Berkeley. She is also a Certified Trust and Financial Advisor.

The Merchants Bank Trust Department helps individuals and families establish comprehensive wealth plans that identify their needs, goals and resources for retirement. Trust services may include portfolio management and estate planning, as well as acting as an agent under power of attorney or as personal representative for estates.

“I’ve spent most of my career helping people attain their goals and avoid unintended consequences from poor estate planning. It’s a valuable service to them and meaningful work for me,” Lovewell said. “I look forward to helping more individuals and families prepare well for their futures.”

Merchants Bank has 21 locations, including Minnesota locations in Winona, St. Charles, Goodview, Rochester, Rushford, Lanesboro, Caledonia, La Crescent, Spring Grove, Cannon Falls, Red Wing, Hampton, and the southern Twin Cities metropolitan suburbs of Apple Valley, Cottage Grove, Hastings, Lakeville and Rosemount. Merchants has Wisconsin locations in Eau Claire and Onalaska. Twin Cities-based Merchants Bank Equipment Finance, a division of Merchants Bank, N.A.

Nate Birkholz Will Lead the Merchants Bank Trust Department

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Nate Birkholz has joined Merchants Bank as Trust Department Manager/SVP.

Nate Birkholz has joined Merchants Bank as Senior Vice President and Trust Department Manager, according to Greg Evans, President and Chief Banking Officer.

“Nate is a valuable addition to our current team of Trust experts. He is an attorney with nine years of estate planning, tax and business experience. He brings significant knowledge of wealth management to this role, as well as a passion for building relationships,” said Evans.

Birkholz was the Trust Department Manager at Eastwood Bank in Rochester for the past two years and was also previously a Trust Officer for Wells Fargo. Before his time with Wells Fargo, Birkholz practiced law for seven years for two firms, including Wendland Utz of Rochester. He spent much of his childhood growing up in Winona and is looking forward to relocating to the area with his wife, son and daughter.

“I have fond memories of Winona and am excited to build relationships with community members and businesses in all the markets Merchants services,” Birkholz said. “I look forward to sharing the Merchants Bank story and the services the Trust Department offers.”

Birkholz is a graduate of the University of Nebraska College of Law. He received his undergraduate degrees from Minnesota State University in Mankato and Bethany Lutheran College in Mankato.