Our Osage drive-up will be CLOSED on Saturday, September 21 due to Autumn Artistry going on in town. Our ITM service will be available 8:30am-noon and our ATM is available 24/7.

Contact Wealth Management

Contact Us - A Team You Can TRUST.

We are available for appointments in-person or virtual at all our First Citizens Bank locations.

Contact a Specific Wealth Management Team Member

Cally Peterson — Cally Peterson Trust Assistant II Location: Mason City West 641-422-1600 Email Me

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Nicole Rognes Olson, JD, CFP® — Nicole Rognes Olson, JD, CFP® Chief Wealth Management Officer Location: Mason City West 641-422-1600
About Me

Nicole Rognes Olson, JD, CFP®

As Chief Wealth Management Officer, Nicole leads the Wealth Management Department with locations in Mason City and Charles City and serves on the Executive Leadership Committee of First Citizens Bank. In her role, she supports all internal teams within the Wealth Management Department and works directly with clients on complex matters involving estate planning and trust administration.
"I am passionate about my work with families taking a proactive approach to helping them create and maintain their legacies and supporting my team to serve our clients well. My grandmother taught me about the value of education at a very young age and I continue that legacy through a commitment to curiosity and continued learning both for our clients and our team.” -Nicole Olson
EXPERIENCE & EDUCATION
• Nicole has been with First Citizens since September 2017
• More than 10 years of legal and financial industry experience
• Juris Doctor, University of Iowa-College of Law
• B.B.A. Management, University of Iowa Tippie College of Business
• B.A. Spanish, University of Iowa-College of Liberal Arts
• Certified Financial Planner™
• Southeastern Trust School Certificant
COMMUNITY & PROFESSIONAL INVOLVEMENT
• One Vision Foundation Board Member
• Habitat for Humanity of North Iowa Board Member
• Iowa State Bar Association (ISBA)
• Iowa Academy of Trust & Estates Counsel
• Iowa Trust Association
PERSONAL
• Lives in Clear Lake with husband and 4 kids.
• Spends free time reading, traveling and enjoying friends and family.
CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.

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Michael Castle, CFP® — Michael J. Castle, CFP® VP, Senior Wealth Advisor Location: Mason City West 641-422-1600
About Me

Michael Castle, CFP®

As a Wealth Advisor, Mike works with clients to articulate and define their goals, and then design and implement a plan to achieve those goals. Mike leads the Wealth Advisory Team, and serves on the Wealth Investment Strategy Committee and Trust Investment Committee.
“I love the look on our customer’s faces when I can tell they have achieved peace of mind about their planning. They know where they are and they know where they are headed with their financial lives.” - Mike Castle
EXPERIENCE & EDUCATION
• Mike has been with First Citizens since September 2018
• More than 22 years of financial services experience
• BBA Finance, University of Iowa
• CERTIFIED FINANCIAL PLANNER™
• Chartered Certified Life Underwriter (inactive)
COMMUNITY & PROFESSIONAL INVOLVEMENT
• Newman Catholic Foundation - Treasurer
• Epiphany Parish Finance Committee
PERSONAL
• Enjoys boating, golfing, and bike riding
• Mike and his wife Jenny have lived in Mason City since 2002
• They have 3 children: Lily, Tim, and Monica
CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.

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Brad Dummett, CFA® — Brad Dummett, CFA® VP, Senior Investment Officer Location: Mason City West 641-422-1600
About Me

Brad Dummett, CFA®

As VP, Senior Investment Officer, Brad carries out our investment philosophy through day to day portfolio management. Brad is integral in adopting new technology to provide enhanced investment management to both direct and outsource clients.
“I enjoy being part of our Investment team
and providing strong performance and
results to our clients.” - Brad Dummett
EXPERIENCE & EDUCATION
• Brad has been with First Citizens since 2013
• B.B.A. Finance, University of Northern Iowa
• Chartered Financial Analyst
COMMUNITY & PROFESSIONAL INVOLVEMENT
• Wealth Investment Strategy Committee
• Trust Investment Committee
PERSONAL
• Enjoys golf.
• Spends time with family and friends.

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Terry Bleile, CPA (inactive) — Terry Bleile, CPA (inactive) AVP, Wealth Advisor Location: Mason City West 641-422-1600
About Me

Terry Bleile, CPA (inactive)

As Wealth Advisor, Terry works closely with individuals and businesses in accomplishing their financial goals. Terry brings a strong level of tax expertise to our team and is primary relationship management for retirement plan administration. He holds office hours in Mason City and Charles City.
“I enjoy helping clients put together their financial puzzle. As a father and a coach, I believe in taking time to help our clients set their short and long-term goals and to map their financial future.” - Terry Bleile
EXPERIENCE & EDUCATION
• Terry has been with First Citizens since February 2018
• More than 25 years accounting and finance experience
• B.A. Accounting & Education, University of Northern Iowa
• Certified Public Accountant (inactive)
COMMUNITY & PROFESSIONAL INVOLVEMENT
• Wealth Investment Strategy Committee
• Mason City Chamber of Commerce
• Habitat for Humanity Board Member - Treasurer (past)
• Iowa Society of Certified Public Accountants Member
• American Institute of Certified Public Accountants Member
PERSONAL
• Enjoys coaching youth sports teams.
Spends free time with family and friends.

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Amanda Berding, ATOP — Amanda Berding, ATOP AVP, Trust Operations Officer Location: Mason City West 641-422-1600
About Me

Amanda Berding, ATOP

As AVP, Trust Operations Officer, Amanda oversees the daily work of our operations team for both direct clients and outsourcing clients ensuring the smooth and efficient execution of daily processing. In her role, Amanda provides operational expertise and issue resolution for both our internal teams and outsourcing clients. Amanda serves on our Trust Operations and Compliance Committee.
“I enjoy providing excellent service to all customers and finding solutions to
complex issues. We have a strong team and all work together to get things done.” - Amanda Berding
EXPERIENCE & EDUCATION
• Joined First Citizens in 2004
• A.A. General Studies, North Iowa Area Community College
• Accredited Trust Operations Professional
PERSONAL
• Enjoys sports, baking and cooking

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Chelsea Frederick, CTFA — Chelsea Frederick, CTFA AVP, Trust Officer Location: Mason City West 641-422-1600
About Me

Chelsea Frederick, CTFA

In her role as Trust Officer, Chelsea is part of the Fiduciary Team. She administers accounts, including estates, trusts, foundations, bill pay agencies, farm management agencies and self-directed IRAs. Chelsea also monitors all Irrevocable Life Insurance Trusts. Chelsea serves on the Trust Administration Committee and Trust Operations & Compliance Committee.
EXPERIENCE & EDUCATION
• M.A & B.A. Sport Management with a Marketing Minor, Minnesota State University – Mankato
• Certified Trust & Financial Advisor Candidate
COMMUNITY & PROFESSIONAL INVOLVEMENT
• Habitat for Humanity volunteer
• Sunday School teacher
• Coaches her children’s soccer teams
PERSONAL
• Married with 2 children
• Enjoys boating, hiking, and her children’s sporting events

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Lauren Heuberger — Lauren Heuberger Trust Officer Location: Mason City West 641-422-1600
About Me

Lauren Heuberger

In her role as Trust Officer, Lauren is part of the Fiduciary Team. She administers accounts, including estates, trusts, foundations, bill pay agencies, farm management agencies and self-directed IRAs. Lauren serves on the Trust Administration Committee and Trust Operations & Compliance Committee.
“I enjoy the opportunity to serve our clients in a way that has a lasting impact. Each situation is unique, but our team is well-equipped and diverse to properly serve.” - Lauren Heuberger
EXPERIENCE & EDUCATION
• Lauren has been with First Citizens since 2021
• B.S., Iowa State University
• Social Security Representative Payee experience
COMMUNITY & PROFESSIONAL INVOLVEMENT
• As part of her role as a Social Security Representative Payee, Lauren was responsible for the emotional, social, and economic aspects of her client’s lives.
PERSONAL
• Lauren likes to spend time with her busy family, which consists of her husband, young children and dogs
• She likes to tackle house projects and yard work in her free time
• Go ISU!

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Emily Strusz — Emily Strusz Trust Officer Location: Mason City West 641-422-1600
About Me

Emily Strusz

As a Trust Officer, Emily is part of the Fiduciary Team. She administers accounts, including estates, trusts, foundations, bill pay agencies, farm management agencies, and self-directed IRAs. Emily also monitors all Irrevocable Life Insurance Trusts. Emily serves on the Trust Administration Committee.
“Every customer deserves to feel like their account is the most important account, no matter the size, complexity, or value. I strive to make customers feel valued and appreciated by creating trusted relationships in the process.” - Emily Strusz
EXPERIENCE & EDUCATION
• Emily has been with First Citizens since January 2023
• B.A. Psychology, Luther College
• 7 years experience with Clerk of Court
COMMUNITY & PROFESSIONAL INVOLVEMENT
• MacNider Art Museum volunteer
• Mason City Jaycees
PERSONAL
• Enjoys spending time with her husband, daughter, and two French Bulldogs.
• Enjoys working on house projects, organizing her home, or flipping furniture.

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Sawyer Dalluge — Sawyer Dalluge Associate Investment Officer Location: Mason City West 641-422-1600 Email Me

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Paige VanDusseldorp — Paige VanDusseldorp Associate Wealth Advisor Location: Mason City West 641-422-1600
About Me

Paige VanDusseldorp

As an Associate Wealth Advisor, Paige provides guidance and
expertise to clients in meeting their financial needs and assisting
them with clarifying, and then developing a plan to meet their financial planning goals.
“Some of my favorite parts of my job here at First Citizens include being able to get to know our clients, understand their financial goals, and continuing to build on those relationships. It is truly an honor when someone decides to start that relationship with us and become a client. We know that talking about finances can be such a sensitive and personal part of their lives.” - Paige VanDusseldorp
EXPERIENCE & EDUCATION
• Paige has been with First Citizens since June 2022
• A.A. Liberal Arts, NIACC
• B.A. Business Administration, Waldorf University
• Obtaining Masters, Family Financial Planning, Iowa State University
COMMUNITY & PROFESSIONAL INVOLVEMENT
• Zion Lutheran Church Worship Team
PERSONAL
• North Iowa Native
• Lives in Garner with her husband, daughter, and two Saint Bernard dogs
• Enjoys working on renovation projects, being outdoors, and spending time with family and friends

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Nicole Smith — Nicole Smith Wealth Management Administrator Location: Mason City West 641-422-1600 Email Me

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Lora Mills, ATOP — Lora Mills, ATOP Investment Specialist Location: Charles City 641-422-1600 Email Me

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Michelle Price — Michelle Price Wealth Assistant Location: Mason City West 641-422-1600 Email Me

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Farisa Seidel — Farisa Seidel Wealth Assistant Location: Mason City West 641-422-1600 Email Me

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Steve Rowlet — Steve Rowlet Trust Operations Specialist II Location: Mason City West 641-422-1600 Email Me

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Erin Trask — Erin Trask Trust Operations Specialist II Location: Mason City West 641-422-1600 Email Me

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Lindsey Swartwood — Lindsey Swartwood Trust Operations Specialist Location: Mason City West 641-422-1600 Email Me

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Street Address

2601 4th St SW

Mailing Address

PO Box 1708
Mason City, IA 50402-1708
Phone: 800-423-1602

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Get Directions

Lobby Hours

Mason City West Lobby Hours Hours for mobile device users
Monday-Thursday	9:00am – 4:00pm
Friday	9:00am – 5:00pm
Saturday	Lobby Closed

Drive-Up Hours

Mason City West Drive-Up Hours Hours for mobile device users
Monday-Friday	8:00am – 5:00pm
Saturday	8:30am – Noon

24-Hour ATM Access Available

Street Address

300 N Main St

Mailing Address

PO Box 517
Charles City, IA 50616-0517
Phone: 800-423-1602

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Get Directions

Lobby Hours

Charles City Lobby Hours Hours for mobile device users
Monday-Thursday	8:30am – 4:00pm
Friday	8:30am – 5:00pm
Saturday	Lobby Closed

Drive-Up Hours

Charles City Drive-Up Hours Hours for mobile device users
Monday-Friday	8:00am – 5:00pm
Saturday	8:30am – Noon

ITM Live Teller Hours

Charles City ITM Live Teller Hours Hours
Monday-Friday	8:00am – 5:00pm
Saturday	8:30am – Noon

24-Hour ATM Access Available