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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.

Cody Allen PhotoCody Allen, CRSP

Senior Vice President - Investment Management Group

"Whether they are a new client or have been with us for 20 years, I want every client to feel confident they have a professional, knowledgeable team working for them that knows how to satisfy their financial and estate planning needs."  - Cody Allen

For more about Cody's personal and professional background, click here.

Contact Cody at 563.388.2622.

Keith Bonjour PhotoKeith Bonjour, CFP®

Vice President, Portfolio Manager

"It is my goal to provide sound, professional advice to all of our clients to help them achieve their goals. I want to focus on every client's individual needs and goals so that we can work together on a path of success."  - Keith Bonjour

For more about Keith's personal and professional background, click here.

Contact Keith at 563.388.2536.

Rebecca Bitting PhotoRebecca Bitting, CTFA, CRSP

Vice President, Trust Officer

"Assisting clients and their families by helping them plan for and go through some of the most important financial events in their lives is extremely rewarding.  I consider it an honor to be able to assist these clients daily and to provide them with the individualized service that they desire and deserve." - Rebecca Bitting

For more about Rebecca's personal and professional background, click here.

Contact Rebecca at 563.388.2575.

Josie Wahl PhotoJosie Wahl

Vice President, Trust Officer

"When it comes to your financial future, we have the expertise and experience to help you plan, implement and get to where you want to be. Personal service is our top priority." - Josie Wahl

For more about Josie's personal and professional background, click here.

Contact Josie at 563.388.2680.

photo of Janet SwansonJanet Swanson, CSA

Assistant Vice President, Trust Officer

"Client relationships are one of our top priorities. By getting to know you, we can work together to reach the financial goals for your lifestyle now, your retirement years, and your legacy for future generations.."  - Janet Swanson

 For more about Janet's personal and professional background, click here.

Contact Janet at 563.388.2631.

Nadine HofstetterNadine Hofstetter, ATOP

Assistant Vice President, Trust Operations Officer

"The decisions involving your financial goals are complicated. Our information has to be accurate, comprehensive and available when you need it to help you make those decisions. You can count on the Investment Management Group."  - Nadine Hofstetter

For more about Nadine's personal and professional background, click here.

Contact Nadine at 563.388.2588.

photo of Joe SlavensJoe Slavens

President and Chief Executive Officer, Attorney

"Delivering great service requires a complete understanding of your individual needs. Providing great investment advice means you achieved better returns. Working with our Investment Management Group assures that you will receive both."  - Joe Slavens

For more about Joe's personal and professional background, click here.

Contact Joe at 563.388.2577.

Investment Products
• Are not insured by the FDIC or any other federal government agency
• Are not deposits of or guaranteed by the bank or any bank affiliate
• May lose value