Our Team

A Team You Can TRUST.

Our team includes individuals with financial planning, investment management, tax and legal expertise, dedicated to working with you and your team of experts, including attorneys and accountants, to deliver and implement a customized plan centered around you.

Wealth Management Team

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

Investment Center Team

Michael Castle, CFP®
Michael J. Castle, CFP® VP, Senior Wealth Advisor Location: Mason City West 641-422-1600
About Michael
Email Michael
Holly Miller
Holly Miller Investment Executive Location: Mason City West 641-422-1600 Email Holly
Arcon Concepcion
Arcon A. Concepcion Investment Executive Location: Charles City 641-422-1600 Email Arcon
Carol Juhl
Carol A. Juhl Administrative Assistant Location: Mason City West 641-422-1600 Email Carol
Farisa Seidel
Farisa Seidel Administrative Assistant Location: Mason City West 641-422-1600 Email Farisa
Wealth Management disclaimers
Not Insured by FDIC or
Any Other Government Agency
Not Bank Guaranteed Not Bank Deposits
or Obligations
May Lose Value