Home > Trust & Wealth Management

Overview

Northwest Iowa's Best Trust & Wealth Management Team!

The Trust & Wealth Management team at Citizens 1st National Bank is comprised of a group of financial experts that will put you on the path to a secure financial future. We are one of Northwest Iowa’s largest Trust & Wealth Management departments managing over $150 million in assets. Our team consists of an attorney, licensed financial advisors, certified financial planners, and a farm manager . Our team will tailor a financial plan for your needs with our professional and personal service.

Julie Mooney, Senior Trust Officer
Julie is a Certified Financial Planner holding her FINRA Series 7 Securities License. Julie has been with the bank Trust Department since 1982. When it comes to financial planning, her expertise is unparalleled! 712-213-3613

Matt Forristal, Trust Officer, Attorney
Matt graduated from Creighton University in Omaha, Nebraska (B.S.B.A. 1982; J.D. 1985). He joined our Trust & Wealth Management team in 2010. Matt has been practicing law for 20 years with an emphasis in tax and probate law, and estate planning. 712-213-3641

Chad Halder, Trust Officer
Chad holds his FINRA Series 7 Securities License and has the designation of Certified Trust & Financial Advisor. Chad's responsibilities include investment management, general financial planning, retirement plan and trust administration. 712-213-3630
 
Lora Nielsen, Trust Operations Officer
Lora has been with Citizens 1st National Bank since 1986. She is responsible for daily operations in the department. Lora also performs trust administration and has a vast knowledge of retirement plans. 712-213-3640