Wealth Advisory Services

Comprehensive Financial Planning

Retirement Planning

Tax Planning

Insurance Planning

Our Wealth Advisory Team is committed to building strong relationships with those we serve and acting in the best interests of our clients. We believe in the power of engaging our internal teams as well as outside experts to help individuals, families, businesses and non-profits plan, grow and protect legacies across generations.

Experience & Expertise

Dedicated Wealth Advisors including CERTIFIED FINANCIAL PLANNERS™, CPA (inactive)

Commitment to continued education

Oversight by internal Committees, Board, Auditors & Examiners

Our Roles

Emphasis on defining the client-planner relationship

Gathering information and focus on understanding your entire financial puzzle

Analyzing and evaluating needs leveraging planning and risk analysis tools

Develop, implement and monitor your unique plan

Our Value

Fiduciary Capacity: We serve your best interests

Ability to tailor statements and reports to client needs

Transparency regarding fees and expenses

 True comprehensive wealth management with access to cross-Departmental and bank services

Our clients benefit from true comprehensive wealth management services by leveraging our team members.  We help individuals and families with cash flow needs, retirement planning, tax planning, insurance planning and estate planning. We also help businesses and nonprofits with employee benefits and succession planning. We seek to make the complex simple for our clients. 

Our Wealth Advisory Team

Michael Castle, CFP®
Michael J. Castle, CFP® VP, Senior Wealth Advisor Location: Mason City West 641-422-1600
About Michael
Email Michael
Terry Bleile, CPA (inactive)
Terry Bleile, CPA (inactive) AVP, Wealth Advisor Location: Mason City West 641-422-1600
About Terry
Email Terry
Nate Lovik, CFP®, AIF®, ChSNC®
Nate Lovik, CFP®, AIF®, ChSNC® Wealth Advisor Location: Mason City West 641-422-1600 Email Nate
Paige Vandusseldorp
Paige Vandusseldorp Associate Wealth Advisor Location: Mason City West 641-422-1600 Email Paige