Wealth Management Group Contacts

Joseph Heffernan, JD, President
515-440-9871

To locate general Wealth Management Group information, or to find the Wealth Management Group resource nearest you, contact Jasmina Bosnic, Relationship Manager, 515-440-9873.

Ames

Colette Rutherford, Assistant Vice President, Private Banking
515-956-2433

Scott Sanders, Financial Consultant
515-956-2422

Des Moines metro

Michael Loffredo, Financial Consultant
515-953-6384

Janet Zimmerman, Assistant Vice President, Private Banking
515-440-6912

Douglas Schulte, Vice President and Director, Investment Management Services
515-440-9872

Mike Thies, Director, Private Client Sales
515-279-0834

Kim Thorpe, Assistant Vice President and Manager, Employee Benefit Services
515-440-9874

Fort Dodge area

Susan Ahlers, Vice President, Senior Trust Officer
515-955-0606

Steve Heddinger, Registered Investment Officer
515-955-0607

Maureen Merrill, Vice President, Trust Officer
515-955-0670

Sioux City

Jim Anderson, Registered Investment Officer
712-224-2602

Roma Kroll, Senior Vice President, Private Banking
712-255-1070

 

Investment products are not FDIC insured, are not bank guaranteed, and may lose value. Securities offered through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and First American Wealth Management Group are not affiliated.

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. Securities products are limited to residents of Iowa.

A representative from First American Wealth Management Group will contact you to provide requested information.