Financial Experts Ready to Help
The key to a great relationship with an advisor is, well, trust. All of our Wealth Management team members have a wealth of experience helping individuals just like you achieve peace of mind.
Get in touch with any of our team members to learn how we can help you.
Wealth Management Team
Nicole Rognes Olson, JD, CFP
Chief Wealth Management Officer
Location: Mason City West Branch Phone: (641) 422-1600
Jim Anderson, AFIM
SVP, Trust Investment Officer
Location: Mason City West Branch Phone: (641) 422-1600
Roberta Cornelius, CTFA, CSA, ACP
VP, Senior Trust Officer
Location: Mason City West Branch Phone: (641) 422-1600
Michael Castle, CFP
VP, Wealth Advisor
Location: Mason City West Branch Phone: (641) 422-1600
Carol Juhl
Wealth Management Assistant
Location: Mason City West Branch Phone: (641) 422-1600
Terry Bleile, CPA (inactive)
AVP, Wealth Advisor
Location: Mason City West Branch Phone: (641) 422-1600
Mike Midtgaard, MBA
Trust Officer
Location: Mason City West Branch Phone: (641) 422-1600
Roxanne M. Carey, CTFA
AVP, Trust Officer
Location: Charles City Branch Phone: (641) 228-5315
Arcon Concepcion
Wealth Management Assistant
Location: Charles City Branch Phone: (641) 228-2112
Brad Dummett
Associate Investment Officer
Location: Mason City West Branch Phone: (641) 422-1600
Kris Nichols
Trust Administrator
Location: Mason City West Branch Phone: (641) 422-1600
Paula Zimmerman
Wealth Management Assistant/Receptionist
Location: Mason City West Branch Phone: (641) 422-1600
Courtney Hoffman
Associate Trust Administrator
Location: Mason City West Branch Phone: (641) 422-1600
Bryan Lathrop
Wealth Management Assistant
Location: Mason City West Branch Phone: (641) 422-1600
Carol Meyer
Trust Operations Officer
Location: Mason City West Branch Phone: (641) 422-1600
Amanda Berding
Trust Operations Specialist
Location: Mason City West Branch Phone: (641) 423-1600
Steve Rowlet
Trust Operations Specialist
Location: Mason City West Branch Phone: (641) 423-1600
Cheryl Rottinghaus
Trust Operations Specialist
Location: Mason City West Branch Phone: (641) 423-1600
Teresa Shaw
Trust Operations Specialist
Location: Mason City West Branch Phone: (641) 423-1600Investment Center Team
Nicole Rognes Olson, JD, CFP
Program Manager
Location: Mason City West Branch Phone: (641) 422-1600
Michael J. Castle, CFP
Investment Executive
Location: Mason City West Branch Phone: (641) 422-1600
Carol A. Juhl
Investment Associate
Location: Mason City West Branch Phone: (641) 422-1600
Holly Miller
Investment Executive
Location: Mason City West Branch Phone: (641) 422-1600
Terry J. Bleile, CPA (inactive)
Investment Executive
Location: Mason City West Branch Phone: (641) 422-1600
Arcon A. Concepcion
Investment Associate
Location: Charles City Branch Phone: (641) 228-2112
