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Financial Management & Trust Services

Ames Office
Marshalltown Office
  • Pamela K. Fleener

    Pamela K. Fleener

    Vice President & Senior Wealth Management Advisor

    • Began employment with Bank in 1986
    • Graduate of Iowa State University
    • Graduate of Basic and Advanced Schools of Banking for Trust & Financial Services
    • Attended the Cannon Financial Institute Fiduciary Investment Management School
    • Northcrest Foundation, President
    • Ames Chamber of Commerce Membership Committee
    • Youth & Shelter Services Friends Fund Development Committee, Past Chair
    • United Way and Story County Pheasants Forever Volunteer

    Ames Office

    515-663-3034
    Email

  • Donald L. Rahn, CFP®

    Donald L. Rahn, CFP®

    Vice President and Senior Wealth Management Advisor
    • Began employment with Bank in 2012
    • Graduate of Iowa State University with a B.S. in Industrial Engineering
    • CERTIFIED FINANCIAL PLANNER™ certification in 2010
    • Graduate of Advanced Trust Administration Schools of Banking
    • Graduate of the Iowa School of Banking
    • Ames Rotary Club Member
    • St. Thomas Aquinas Church, Finance Council Member

    Ames Office

    515-663-3078
    Email

  • Cynthia L. Bourke

    Cynthia L. Bourke

    Vice President & Wealth Management Advisor
    • Began employment with Bank in 1984
    • Graduate of Iowa State University, B.S. in Business Administration
    • Graduate of School of Banking for Trust & Financial Services
    • Graduate of School of Banking for Advanced Trust Administration
    • United Way of Story County Volunteer
    • Heartland Senior Services, Past Treasurer
    • Northcrest Foundation, Past Secretary/Treasurer

    Ames Office

    515-663-3036
    Email

  • Kathy M. Gawtry

    Kathy M. Gawtry

    Wealth Management Advisor
    • Began employment with Bank in 2007
    • Graduate of Iowa Central Community College from the Business Management Program
    • Graduate of School of Banking for Trust & Financial Services
    • Held the NASD Series 7, 6, 65 & 63 securities licenses
    • Held an Iowa Life, Health and Variable Annuity licenses
    • Project Linus Volunteer
    • Assault Care Center Extending Shelter & Support (ACCESS) in Ames, Board Member

    Ames Office

    515-663-3055
    Email

  • Keri S. Kain

    Keri S. Kain

    Vice President & Wealth Management Operations Manager
    • Began employment with Bank in 1996
    • Graduate of Iowa State University; B.S. Finance degree
    • Graduate of Schools of Banking for Trust & Financial Services and Schools of Banking Advanced Trust Operations
    • Iowa Banker’s Trust Association Board (ITA)
    • Missouri/Kansas Banker’s Conference (MOKAN) Planning Committee
    • Schools of Banking Trust Schools Advisory Trust Committee Board
    • CUMC/WF Finance Committee Board
    • United Way of Story County Loaned Executive

    Ames Office

    515-663-3070
    Email

  • Nick E. Johnson, CFA

    Nick E. Johnson, CFA

    Investment Analyst
    • Began employment with Bank in 2013
    • Graduate of Northern Iowa with a B.A. in Finance and Economics
    • Graduate of University of Iowa with a M.B.A. in Investment Management
    • Obtained Chartered Financial Analyst certification in August 2010
    • Member of Young Professional of Ames
    • Member of CFA Society
    • Collegiate United Methodist Church & Wesley Foundation, Chair of Finance Committee

    Ames Office

    515-663-3061
    Email

  • Erik Nilius

    Erik Nilius

    Wealth Management Advisor

    • Began employment with Bank in 2017
    • 7+ years of financial/investment experience
    • Graduate of Iowa State University, Finance
    • Holds Series 7 and 66 securities registrations
    • Marshalltown Area United Way, Campaign Commercial Co-Chair

    Marshalltown Office

    641-753-5900
    Email

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