Wealth Mgt Team

Integrated Financial Resources (IFR)

Trust Services

Kelli Johnson, CFP®, CSA®

Assistant Vice President /
Trust Officer &
Director of Financial Planning

main bank - burlington

Contact Kelli

Elizabeth Long

Trust Operations Manager

main bank - burlington

319-754-2250

Contact Elizabeth

John Wagner, JD, MBA

Senior Vice President /
Senior Trust Officer

main bank - burlington

Contact John

Kim Wallerich

Trust Operations Assistant

Main Bank - Burlington

319-754-2250

Brokerage Services

Karen Cottrell

Four Points Administrative Assistant

west burlington branch

319-768-6121

Contact Karen

Mike Schwenker, CLU, ChFC

Four Points Program Manager / 
Financial Consultant

west burlington branch

319-768-6115

Contact Mike

 
 
 
 

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Lisa Walsh

Vice President

Main Bank - Burlington

319-754-2274

Contact Lisa