Private Wealth Advisors

The key to successful design and implementation of your wealth management solution is a Wealth Advisor. Our team serves as your primary point of contact and takes a leadership role in answering questions, providing counsel, interpreting information and coordinating services. Your Wealth Advisor meets with you regularly to review progress, assess the impact of changes in your financial circumstances, and if necessary, recommend changes in your financial strategy. 


While maintaining a sharp focus on the many details of your wealth management approach, your Wealth Advisor also maintains a "big picture" perspective, coordinating inputs from other WAS professionals working to help you achieve your financial goals.


PRODUCTS OFFERED THROUGH WEALTH ADVISORY SERVICES ARE NOT FDIC INSURED, ARE NOT BANK GUARANTEED AND MAY LOSE VALUE


Stacey Hines Stacey Hines
SVP, Private Client Services Market Leader
563.589.2033








Headshot of Sarah Ross Sarah Ross , CFP®, CTFA, CISP, CWS®
SVP, Senior Wealth Advisor
563.589.2132








Headshot of Danita Grant Danita Grant , JD
VP, Wealth Advisor
563.589.0961









Tom Stricker Tom Stricker , CFP®, CWS®
Managing Licensed Wealth Advisor
563.584.2526








Brittany Loeffelholz Brittany Loeffelholz
Licensed Wealth Advisor
563.235.8434


Headshot of Polly Hauser Polly L. Hauser , CFP®
SVP, Senior Wealth Advisor
563.589.4537









Headshot of Elizabeth Badge Elizabeth D. Badger , J.D.
SVP, Senior Wealth Advisor
563.587.4215









Sarah Reicks Sarah Reicks
VP, Wealth Advisor
563.589.2038









Alex Larson Alexander Larson
Licensed Wealth Advisor
563.587.4272