Online Banking Users: We have updated our online banking login. When you click the "Online Banking" button in the upper right corner, there is no longer a pop-up window. It now links directly to our login landing page instead.

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 Me
Email Me
Michael Castle, CFP®
Michael J. Castle, CFP® VP, Senior Wealth Advisor Location: Mason City West 641-422-1600
About Me
Email Me
Brad Dummett, CFA®
Brad Dummett, CFA® VP, Senior Investment Officer Location: Mason City West 641-422-1600
About Me
Email Me
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
Email Me
Emily Strusz
Emily Strusz Trust Officer Location: Mason City West 641-422-1600
About Me
Email Me
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
Noah Murray
Noah Murray Associate Wealth Advisor Location: Mason City West 641-422-1600 Email Me
Lora Mills, ATOP
Lora Mills, ATOP Investment Specialist Location: Charles City 641-422-1600 Email Me
Carol Juhl
Carol A. Juhl Wealth Assistant Location: Mason City West 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 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

Investment Center Team

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

 

Top