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Wealth Management 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
    • Catholic Foundation Arch Dubuque

    Ames Office

    515-715-1942
    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

    515-715-1942
    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

  • Christian M. McMurray

    Christian M. McMurray

    Investment Representative
    • Began employment with Bank in 2018
    • Graduate of Drake University with a B.S. in Mathematics and B.A. in Physics in 2017
    • Holds Series 7 and 66 securities registrations through LPL Financial
    • Member of United Way Story County Young Leaders Society
    • Fuel Story County Member since 2019

    Ames Office

    515-715-1942
    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
    • Awarded the Unsung Hero Award in 2013 for the Little Free Libraries project in Story County

    Ames Office

    515-715-1942
    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: AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OR, PA, SC, SD, TX, VA, WA, WI

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. First National Bank and First Point Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First Point Wealth Management, and may also be employees of First National Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First National Bank or First Point Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency Not First National Bank Guaranteed
Not First National Bank Deposits or Obligations May Lose Value
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