Private Client Services Contacts

Central Iowa

Photo of Abbie Schurman
Abbie Schurman VP, Associate Managing Director
453 7th Street
Des Moines, IA 50309
Photo of Tracy Abbas
Tracy Abbas VP, Senior Trust Officer
453 7th Street
Des Moines, IA 50309
Photo of Caleb Tilstra
Caleb Tilstra VP, Senior Trust Officer
453 7th Street
Des Moines, IA 50309
Photo of Beth Wurth, CTFA
Beth Wurth, CTFA VP, Wealth Management & Trust Officer
453 7th Street
Des Moines, IA 50309
Photo of Elijah Kane
Elijah Kane Officer, Trust Officer
453 7th Street
Des Moines, IA 50309

Eastern Iowa

Photo of Zach Holmes
Zach Holmes AVP, Private Client Wealth Advisor
201 1st Street SE, Suite 1100
Cedar Rapids, IA 52401
Photo of Sue Martin
Sue Martin VP, Trust Officer
201 1st Street SE, Suite 1100
Cedar Rapids, IA 52401
Photo of Carla Hughes
Carla Hughes VP, Senior Fiduciary Trust Officer
201 1st Street SE, Suite 1100
Cedar Rapids, IA 52401

Arizona

Photo of Karli Bradley, CFP®, CRPC®
Karli Bradley, CFP®, CRPC® VP, Senior Private Client Wealth Advisor
18750 N. Hayden Road
Scottsdale, AZ 85255
Photo of Bryan Harnett
Bryan Harnett VP, Senior Business Development Advisor
18750 N. Hayden Road
Scottsdale, AZ 85255
Photo of Lena Gardea
Lena Gardea AVP, Trust Officer
2525 E Camelback Rd Suite 100
Phoenix AZ 85016