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 $240 million in assets. Our team consists of an attorney, licensed financial advisers, 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