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Northwest Bank & Trust Company
Investment Management Group
Our People
In the Investment Management Group, our role as a fiduciary is our culture. As a fiduciary, we are held to a higher standard and are required by law to act in the best interest of our clients, avoiding conflicts of interest, and handling their duties with prudence, loyalty and care. Simply stated, we put the needs of our clients first.
Our highly qualified team of professionals has over 200 years of financial management experience. We can assist you in building your wealth and creating a strategy to preserve it for you and your loved ones. We can collaborate with you in designing your company’s retirement plan to create the most benefits for you and your employees. If you are looking for a long term financial partner that tailors investment services to your personal objectives, we invite you to contact anyone of our Investment Management Group team members.
Karen Goodall, CSA
Vice President, Senior Trust Officer
Karen manages the Investment Management Group of Northwest Bank. She has over 35 years of banking experience encompassing all aspects of trust management and administration. Karen is a graduate of the National Graduate Trust School at Northwestern University. She also holds the designation of CSA (Certified Senior Advisor). Karen is actively involved in the community and has served over the years in various functions for civic and charitable organizations.
You may contact Karen by phone at 563.388.2530 or email her at kgoodall@northwestbank.com.
Daniel R. Zude, CFP
Vice President, Portfolio Manager
Dan has 20 years experience in trust and investment management and has been a Portfolio Manager for the last 10 years. He has a Masters Degree in business and economics from St. Ambrose University and is a Certified Financial Planner. Dan is an active member of the Rock Island Rotary. Dan brings knowledge and experience to the Investment Management Group team.
You may contact Dan by phone at 563.388.2575 or email him at dzude@northwestbank.com.
Cody Allen, CRSP
Assistant Vice President, Trust Officer
Cody is a graduate of Clarke College in Dubuque, IA. He currently holds his Certified Retirement Services Professional (CRSP) designation. He has over 10 years experience in the financial industry and is a graduate of the Cannon Institute. Cody is a board member of the North Scott Rotary Club, and active member of the Quad City Estate Planning Council and Palmer College Planned Giving Council. He also serves on several committees for the Community Foundation. His responsibilities include new customer relationships and retirement administration.
Janet Swanson, CSA
Trust Officer, Account Administration
Janet has over 30 years experience in the banking industry and has been in trust and investment administration for the last 10 years. Janet attended Augustana College and has also completed multiple American Institute of Banking courses in trust operations, administration and IRA compliance. She has attended Cannon Financial Trust School, and she holds the designation of CSA (Certified Senior Advisor). Janet’s responsibilities include the administration of trust, investment management and IRA accounts. She is a Board Member of the Sherrard Academic Foundation.
You may contact Janet by phone at 563.388.2631 or email her at jswanson@northwestbank.com.
Trista Foster, JD
Trust Officer, Account Administration
A graduate of St. Louis University with a major in Politcal Science, and a graduate of St. Louis University School of Law with a certificate in Taxation, Trista is a former practicing attorney. Her areas of concentration while practicing law included estate planning, estate and trust administration, and taxation. She is a member of the Illowa Partnership of Philanthropic Planning, the Iowa and Illinois State Bar Associations, and the Scott County and Rock Island County Bar Associations. Her responsibilities include the administration of trust, investment management and IRA accounts.
You may contact Trista by phone at 563.388.2558 or email her at tfoster@northwestbank.com.
Carrie Bowman
Trust Officer, Account Administration
Carrie has a bachelor's degree in Economics from Lawrence University and 17 years of trust experience. She has attended Cannon Financial Institute. Her responsibilities include the administration of trust, investment management and IRA accounts. Carrie is a member of Women's Connection.
You may contact Carrie by phone at 563.388.2588 or email her at cbowman@northwestbank.com.
Heather Wessel
Business Development Officer
Heather is a graduate of the University of Iowa with a degree in Marketing. Her responsibilities with IMG include community education and business development. Heather has completed the ABA Trust Education Program, is currently completing the Kaplan University FINRA Series 6 Investment Training, and will be attending the Cannon Trust School in July. She is a member of the Quad Cities Chamber of Commerce, Eldridge Chamber of Commerce, Women's Connection, and the Make a Wish Foundation.
You may contact Heather by phone at 563.388.2536 or email her at hwesselhwessel@northwestbank.com.
Karrie Roels, CSOP
Trust Operations Officer
Karrie has over 30 years trust and related banking experience. Karrie has attended Illinois Bankers Association Trust School and Cannon Financial Institute Trust Administration School. She is a graduate of the Cannon Financial Trust Operations School, receiving her Certified Securities Operations Professional (CSOP) designation in 1998.
You may contact Karrie by phone at 563.388.2594 or email her at kroels@northwestbank.com.
Joe Slavens
President and Chief Executive Officer, Attorney
Joe Slavens graduated with highest distinction from the University of Iowa College of Business Administration in 1985 with a double major in economics and finance. After college, Joe worked as a commercial real estate credit analyst at a major Chicago bank. Joe entered law school in 1986 and the University of Iowa College of Law conferred upon him with high distinction the degree of Juris Doctor in 1988. Joe currently serves on the Boards of Directors for the Mississippi Valley Regional Blood Center, the Quad Cities Chamber of Commerce, Quad Cities First (the region’s economic development organization), and on the Board of Governors for the Wildwood Hills Ranch for at-risk youth.
You may contact Joe by phone at 563.388.2577 or email him at jbslavens@northwestbank.com.
Margaret Rich
Assistant Vice President, Commercial Investment Officer
Margaret manages the Commercial Investment Department of Northwest Bank & Trust Company. She has 30 years of banking experience at Northwest Bank & Trust serving in the Operations and Investment Management Group departments. She manages the bank’s Investment Portfolio and Cash Management areas, coordinates and serves on the bank’s Asset Liability Committee and serves on the Trust Investment & Account Review Committee. Margaret graduated from Eastern Illinois University with a B.S. in Business (Finance), the Graduate School of Banking at the University of Wisconsin Madison and the ABA National School of Bank Investments & Financial Management.
You may contact Margaret by phone at 563.388.2601 or email her at mrich@northwestbank.com