We will be closed on Wednesday, June 19 in observance of Juneteenth. Bank Holidays

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

Nicole Rognes Olson, JD, CFP®
Nicole Rognes Olson, JD, CFP® Chief Wealth Management Officer Location: Mason City West 641-422-1600
About Me
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Michael Castle, CFP®
Michael J. Castle, CFP® VP, Senior Wealth Advisor Location: Mason City West 641-422-1600
About Me
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Brad Dummett, CFA®
Brad Dummett, CFA® VP, Senior Investment Officer Location: Mason City West 641-422-1600
About Me
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Terry Bleile, CPA (inactive)
Terry Bleile, CPA (inactive) AVP, Wealth Advisor Location: Mason City West 641-422-1600
About Me
Email Me
Amanda Berding, ATOP
Amanda Berding, ATOP AVP, Trust Operations Officer Location: Mason City West 641-422-1600
About Me
Email Me
Chelsea Frederick, CTFA
Chelsea Frederick, CTFA AVP, Trust Officer Location: Mason City West 641-422-1600
About Me
Email Me
Lauren Heuberger
Lauren Heuberger Trust Officer Location: Mason City West 641-422-1600
About Me
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Emily Strusz
Emily Strusz Trust Officer Location: Mason City West 641-422-1600
About Me
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Sawyer Dalluge
Sawyer Dalluge Associate Investment Officer Location: Mason City West 641-422-1600 Email Me
Paige VanDusseldorp
Paige VanDusseldorp Associate Wealth Advisor Location: Mason City West 641-422-1600
About Me
Email Me
Lora Mills, ATOP
Lora Mills, ATOP Investment Specialist Location: Charles City 641-422-1600 Email Me
Michelle Price
Michelle Price Wealth Assistant Location: Mason City West 641-422-1600 Email Me
Farisa Seidel
Farisa Seidel Wealth Assistant Location: Mason City West 641-422-1600 Email Me
Ashley Hagen
Ashley Hagen Trust Assistant Location: Mason City West 641-422-1600 Email Me
Steve Rowlet
Steve Rowlet Trust Operations Specialist II Location: Mason City West 641-422-1600 Email Me
Erin Trask
Erin Trask Trust Operations Specialist II Location: Mason City West 641-422-1600 Email Me
Lindsey Swartwood
Lindsey Swartwood Trust Operations Specialist Location: Mason City West 641-422-1600 Email Me

Street Address

2601 4th St SW

Mailing Address

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

Lobby Hours

Mason City West Lobby Hours Hours for mobile device users
Monday-Thursday9:00am – 4:00pm
Friday9:00am – 5:00pm
SaturdayLobby Closed

Drive-Up Hours

Mason City West Drive-Up Hours Hours for mobile device users
Monday-Friday8:00am – 5:00pm
Saturday8:30am – 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

Lobby Hours

Charles City Lobby Hours Hours for mobile device users
Monday-Thursday8:30am – 4:00pm
Friday8:30am – 5:00pm
SaturdayLobby Closed

Drive-Up Hours

Charles City Drive-Up Hours Hours for mobile device users
Monday-Friday8:00am – 5:00pm
Saturday8:30am – Noon

ITM Live Teller Hours

Charles City ITM Live Teller Hours Hours
Monday-Friday8:00am – 5:00pm
Saturday8:30am – Noon

24-Hour ATM Access Available

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