Team of Professionals
Providing Direction. Producing Results.
Karen Goodall, CSA
Vice President and 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
Portfolio Manager
Dan Zude has 18 years experience in trust and investment management and has been a Portfolio Manager for the last 7 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.
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.
You may contact Janet by phone at (563) 388-2631 or email her at JSwanson@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.
Marybeth Guy
Trust Officer, Account Administration
Marybeth has over 20 years of administrative experience. She graduated from St. Ambrose University with a Business Administration degree. She is a graduate of Cannon Financial Institute Trust School. Her responsibilities include the administration of estate, personal trust and investment management accounts. Marybeth has been involved in volunteer efforts in the community such as Habitat for Humanity and United Way, and also volunteers her time at area food banks and school fund raisers.
You may contact Marybeth by phone at (563) 388-2588 or email her at MGuy@NorthwestBank.com.
Cody Allen, CRSP
Investment & Trust Officer
Cody is a graduate of Clarke College in Dubuque, IA. He currently holds his Series 6 & 63 and Accident & Health licenses. He has over 8 years experience in the financial industry and has attended Cannon Financial Trust School for administration and retirement planning. He also holds the designation of CRSP (Certified Retirement Services Professional). Cody is an active member of the Quad Cities Young Professionals Network. His responsibilities include business development, new customer relationships and retirement plan administration.
You may contact Cody by phone at (563) 388-2622 or email him at CAllen@NorthwestBank.com.