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
Courtney Hoffman
Associate Trust Administrator
Location: Mason City West Branch Phone: (641) 422-1600
Chelsea Frederick
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
Holly Miller
Relationship Manager
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 A. 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
Associate Investment Executive
Location: Charles City Branch Phone: (641) 228-2112*Securities and insurance products are offered through Cetera Investment Services LLC, member Member FINRA/SIPC. Advisory services are offered through Cetera Investment Services LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. Advisory services can only be offered by Investment Adviser Representatives.
View Cetera Investment Services LLC privacy policy and other important information.
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirement. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
2601 Fourth Street SW Mason City, IA 50401
