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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

    Ames Office

    515-663-3074
    Email

  • Stephen P. Kester, CFP®

    Stephen P. Kester, CFP®

    Investment Representative
    • 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 Campustown Action Association

    Ames Office

    515-663-3024
    Email

  • Timothy M. Fitzgibbon

    Timothy M. Fitzgibbon

    Investment Representative
    • Began employment with Bank in 2017
    • Graduate of Iowa State University with B.S. Degrees in Business and Political Science – 1983
    • Holds Series 7 and 66 securities registrations through LPL Financial
    • Board Member, Iowa College Student Aid Commission
    • Board Member, Midwestern Higher Education Compact

    West Des Moines Office

    515-273-8901
    Email

  • Jim De Kruif

    Jim De Kruif

    Investment Representative
    • Began employment with Bank in 2019
    • Graduate of Northwestern College in 1984
    • Graduate of Iowa-Nebraska Bankers Trust School in 1999
    • Hold Series 7 and 63 securities registrations through LPL Financial
    • Financial Planning Certificate in 2019
    • Wealth Management Specialist Certificate in 2018
    • Member of Financial Planning Association

    West Des Moines Office

    515-273-8925
    Email

  • Erik Nilius

    Erik Nilius

    Investment Representative
    • Began Employment at United Bank & Trust in 2017
    • Graduate of Iowa State University with a B.S. in Finance in 2011
    • Graduate of Cannon Trust School
    • Holds Series 7 and 66 securities registrations through LPL Financial
    • Marshalltown Area United Way, Campaign Commercial Co-Chair
    • Junior Achievement Volunteer

    Marshalltown Office 

    641-352-2058
    Email

  • Christian M. McMurray

    Christian M. McMurray

    Client Services Associate
    • Began employment with Bank in 2018
    • Graduate of Drake University with a B.S. in Mathematics and B.A. in Physics in 2017
    • Member of United Way Story County Young Leaders Society

    Ames Office

    515-663-3098
    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
    • Fuel Story County Member since 2012
    • Awarded the Unsung Hero Award in 2013 for the Little Free Libraries project in Story County

    Ames Office

    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
    • Fuel Story County Member since 2018
    • Raising Readers Volunteer since 2019

    Ames Office

    515-663-3054
    Email

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First Point Wealth Management 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:

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