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. 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, CRSP
Senior Vice President
Investment Management Group
Cody has over 16 years of financial industry experience. He holds his Certified Retirement Services Professional (CRSP) designation and is a graduate of the Cannon Financial Institute, bringing a wealth of knowledge and experience to the Investment Management Group.
563.388.2622
Keith Bonjour, CFP™
Vice President
Portfolio Manager
Keith is a Certified Financial Planner™ (CFP™) with more than 13 years of experience in the financial services industry. Before joining the Northwest Bank Investment Management Group as a Portfolio Manager in 2015, he managed a portfolio of $230 million.
563.388.2536
Rebecca Bitting, CTFA, CRSP
Vice President
Trust Officer
With over 33 years of experience in banking, trusts and estates, Rebecca has extensive knowledge in IRAs and 401(k)s. She holds her CTFA and CRSP designations and is a graduate of the Cannon Financial Trust School and the National Employee Benefit Trust School.
563.388.2575
Josie Wahl
Vice President
Trust Officer
Josie has over 34 years of trust experience, beginning in operations and working her way to a Vice President and Trust Officer in North Dakota, Wisconsin, and Iowa. She is also a graduate of the Cannon Financial Institute.
563.388.2580
Janet Swanson, CSA
Assistant Vice President
Trust Officer
With more than 30 years of experience in banking, Janet has been in trust and investment administration since 2000. Among other training, Janet has attended the Cannon Financial Trust School, and holds her CSA designation.
563.388.2631
Nadine Hofstetter, ATOP
Assistant Vice President
Trust Operations Officer
Nadine has 18 years of banking experience in operations and trust. She holds her Accredited Trust Operations Professional (ATOP) designation and has obtained the Series 7 and Series 63 investment licenses.
563.388.2588
