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Investment Services Team

  • Ric S. Nelson, CFP®

    Ric S. Nelson, CFP®

    Investment Representative
    • Began employment with Bank in 2001
    • Graduate of Iowa State University with a B.S. in Finance in 1996
    • CERTIFIED FINANCIAL PLANNER™ certification in 2012
    • Serves the Humanities Iowa
    • Catholic Foundation Arch Dubuque
    • Serves on the Salvation Army Advisory Board

    515-663-3074
    Email

  • Stephen P. Kester, CFP®

    Stephen P. Kester, CFP®

    Investment Associate
    • Began employment with Bank in 2007
    • Graduate of Iowa State University with a B.S. in Finance in 2009
    • Holds Series 7 and 66 securities registrations through LPL Financial
    • CERTIFIED FINANCIAL PLANNER™ certification in 2017
    • Member of Young Professional of Ames
    • Member of Campustown Action Association

    515-663-3024
    Email

  • Kathryn M. Wirth

    Kathryn M. Wirth

    Administrative Assistant
    • Began employment with Bank in 2005
    • Moved into the Investment Services Department in 2015
    • Raising Readers Volunteer since 2008
    • Works closely with the Ames Public Library and Step into Storybooks since 2008
    • YPA Member since 2012
    • Awarded the Unsung Hero Award in 2013 for the Little Free Libraries project in Story County

    515-663-3043
    Email

  • Sydney M. Pottebaum

    Sydney M. Pottebaum

    Administrative Assistant
    • Began employment with Bank in 2018
    • Graduate of Dordt College with Administrative Assistant Degree in 2017
    • YPA Member since 2018

    515-663-3054
    Email

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Securities and Financial Planning offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance Products offered through LPL Financial or its licensed affiliates.

First Point Investment Services is not a registered broker/dealer and is not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following state: AZ, CA, CO, FL, GA, IA, IL, KS, KY, MA, MD, MI, MN, MO, NC, NE, NM, NY, OR, PA, TX, VA, WA, WI

Investment Services Disclosure

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