Retirement Plan Services

Plan, Design, and Consulting

Recordkeeping and Administration

Compliance Oversight & Fiduciary Support

Participant Communications, Education and Guidance

Our Retirement Team

Nicole Rognes Olson, JD, CFP®
Nicole Rognes Olson, JD, CFP® Chief Wealth Management Officer Location: Mason City West 641-422-1600
About Nicole
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Brad Dummett, CFA®
Brad Dummett, CFA® VP, Senior Investment Officer Location: Mason City West 641-422-1600
About Brad
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Terry Bleile, CPA (inactive)
Terry Bleile, CPA (inactive) AVP, Wealth Advisor Location: Mason City West 641-422-1600
About Terry
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Sawyer Dalluge
Sawyer Dalluge Associate Investment Officer Location: Mason City West 641-422-1600 Email Sawyer
Michelle Price
Michelle Price Wealth Assistant Location: Mason City West 641-422-1600 Email Michelle