Wealth Mgt Team

Integrated Financial Resources (IFR)

Trust Services

Nick Augustine

Assistant Trust Officer

main bank - burlington

Contact nick

Greg Garrels

Trust Compliance Specialist

main bank - burlington

Contact Greg

Kelli Johnson, CFP®, CSA®

Vice President /
Trust Officer &
Director of Financial Planning

main bank - burlington

Contact Kelli

Elizabeth Long

Trust Relationship Manager

Main Bank - Burlington

Contact Elizabeth


Justin Poellot, CFP®

Trust Operations Specialist/CFP® 

Main Bank - Burlington

John Wagner, JD, MBA

Senior Vice President /
Senior Trust Officer

main bank - burlington

Contact John





Brokerage Services

Matthew Bredar

Four Points

west burlington branch

319-758-6164

Contact Matthew

Kim Klein

Four Points Administrative Assistant

west burlington branch

319-758-6164

Contact Kim

Mike Schwenker, CLU, ChFC

Four Points Program Manager / 
Financial Consultant

west burlington branch

319-758-6164

Contact Mike