St. Paul Breakfast Meeting: Current Banking & Lending Environment

Date: Tuesday, March 18, 2014
Time: 07:30 AM - 9:00am
Location: Midland Hills Country Club
Speaker: Arleen Sullivan, Anchor Bank and Dan Stolfa, Anchor Investments


Current Banking & Lending Environment
Arleen Sullivan and Dan Stolfa

This presentation will cover the current status of the lending and banking environment in the Twin Cities and specifically address how banks view lending to estates, trusts, non-active partnerships and LLCs.

Registration and Breakfast: 7:30 am
Speaker Begins:  8:00 am
Meeting Ends:  9:00 am


Arleen Sullivan rarely slows down. For over 20 years she has sharpened her financial services skills and now excels as a President of the Business Banking East Market at Anchor Bank. In this role, Arleen provides the strategic and tactical direction needed to deliver and grow commercial and small business services combined with the oversight required to manage total loans of $425 million and core deposits of $185 million. Working with her team of bankers, Arleen ensures that each client’s financial objectives are matched with Anchor’s capable professionals.

Arleen’s ability to meet common goals translates into success in her community outreach activities too. As a prior spokesperson for the Southwest YMCA Y-Partners Program, she inspired cooperation and involvement for the benefit of children and families in many communities. Moreover, Arleen’s commitment to the Eagan Rotary Club, the Dakota County Regional Chamber of Commerce, and the Eagan Foundation, exhibits her strong desire to invest in the same community where she lives.

Education: Cum Laude with BA in Economics from the College of the Holy Cross in Worcester, MA


Daniel Stolfa knows there’s more to planning than figuring out what to do next. A seasoned financial professional who makes long-range thinking look like an art form, Dan’s definition of the value of planning is simple: it helps people see that their true wealth is more than just financial. As an Anchor Investments financial consultant, Dan works with business owners to help them express their goals and values through their retirement, tax, cash-flow, estate and education strategies. Dan’s empathetic listening style and knowledge of financial planning, along with tax and estate law, help him work with customers to craft individualized plans for their futures.

Believing in the value of taking care of his health, Dan started running nine years ago, and has now completed eight marathons. Dedicated to contributing to his community, Dan is active in the Delano Educational Foundation and the Delano Lion’s Club, and has co-chaired the Delano 4th of July Parade for two years (and counting!). A devoted husband of his college sweetheart and the father of two daughters, Dan serves as the volunteer coach for both girls’ Destination Imagination teams.

Education: BS from University of Wisconsin at Madison; JD from William Mitchell College of Law; LL.M. in Taxation from William Mitchell College of Law; CFP®

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