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2601 4th Street SW
Mason City, IA 50401

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Home Blog Bleile and Lathrop Join First Citizens Wealth Management

Bleile and Lathrop Join First Citizens Wealth Management

First Citizens Wealth Management is pleased to announce that Terry Bleile and Bryan Lathrop, have joined the team at First Citizens.   

photo of Terry BleileTerry Bleile will be working as a Wealth Advisor. Terry has over 20 years of CPA experience at McCoy & Co. and Hogan-Hansen CPAs & Consultants.  For the past two years Terry has worked as a Financial Consultant with Thrivent Financial Services. Terry is originally from Dubuque and is a graduate of the University of Northern Iowa with degrees in Teaching and Accounting. 

Terry and his wife, Connie, live in Mason City with their four children, Paige (UNI freshman), Tyler (7th grade), Colin (6th grade) and Brooke (4th grade).

photo of Bryan LathropWe also welcome Bryan Lathrop as a Wealth Management Assistant. Bryan holds his Associates degree in Small Business Management and Entrepreneurship from NIACC and will also be working toward his BA soon. Bryan has been with First Citizens since August 2016 as a Personal Banker (I and II). Prior to joining FCB Bryan worked as an Assistant Manager at Godfathers in Mason City and as a Service Technician at Titan Machinery.  

Terry and Bryan will also act as an Investment Executive and Brokerage Assistant, respectively, at First Citizens Investment Center** located at First Citizens Bank.

**Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services are only offered by Investment Adviser Representatives. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. 2601 4th St SW, Mason City, IA 50401

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