Meet Our Staff

Our team of wealth advisors are knowledgeable, experienced and whole-heartedly committed to providing you with articles and advice on the latest issues and topics of concerns including: investments, trust, retirement planning, estate and charitable planning and business succession planning.

  • Susan Ahlers Leman

    Market President | Senior Trust Officer

    515-955-0606 | Contact Me

    Susan specializes in helping high-net-worth individuals and their families feel confident about the handling of their financial assets, including retirement, gift, and estate planning. She also works with nonprofit/endowment/charitable institutional clients. Susan holds a BA Honors Degree from University of Iowa and a JD, with high distinction, from the University of Iowa, College of Law. She holds a Certified Wealth Strategist© designation.

  • Beth Wurth

    Assistant Vice President | Assistant Trust Officer

    515-440-6912 | Contact Me

    Beth is primarily responsible for providing fiduciary services for trust accounts, as well as administering investment management accounts and IRAs. Beth earned her Bachelor of Science degree in Accounting
    from Iowa State University.

  • Karol Mauk

    Vice President | Administration and Compliance

    515-440-9878 | Contact Me

    Karol is responsible for account administration and compliance. Karol has 34 years of experience in the wealth management business working primarily in the personal trust area including five years as a regional compliance officer. Karol has managed trusts, agencies, estates, and IRAs for high net worth clients.

  • Jessica Martens

    Trust Administrator

    515-955-0679 | Contact Me

    Jessica joined First American Bank Private Wealth Management in 2014, bringing with her experience in accounting and customer service to her position. Jessica primarily focuses on account administration of individual and institutional investment management accounts, IRAs, irrevocable trusts, and estates.

  • Jessica Davie

  • Amit Poddar*

    President | Private Wealth Management

    515-440-6951 | Contact Me

    Amit heads up the Private Wealth Management division of First American Bank.  He has over 12 years of experience in the investment industry managing money for a variety of clients and organizations. Amit earned his MBA degree in Finance from the University of Iowa and holds the Chartered Financial Analyst (CFA) designation.

  • Doug Schulte*

    Senior Vice President | Private Client Advisor

    515-440-9872 | Contact Me

    Doug works comprehensively with clients to tailor wealth management plans. He focuses on investment management, retirement planning and estate planning services. Doug is an Investment Adviser Representative with Signator Investors, Inc. and holds the Series 7, 63, 66, Life, Health and Accident licenses.

  • Matt Durham*

    Vice President | Private Client Officer

    515-440-9875 | Contact Me

    Matt is responsible for the management and oversight of the qualified retirement plans at First American Bank. In addition, Matt also works with clients on an individual basis to identify, plan, and implement a roadmap to to help achieve their financial goals. Matt graduated in Finance from Iowa State University and holds the Series 7, 63, and 65 securities registrations.

  • Tanner Utley*

    Private Client Officer | Private Wealth Management

    515-955-0614 | Contact Me

    Tanner works comprehensively with clients on their wealth management plans. He focuses on investment management and retirement planning. Tanner is an Investment Adviser Representative with Signator Investors, Inc. and holds the Series 7, 66, and Life Insurance licenses. He graduated from Minnesota State Mankato with a BS degree in Business Management and a minor in Financial Planning.

  • Joy Brady*

    Private Client Representative

    515-440-6911 | Contact Me

    Joy is primarily responsible for private client administration, including insurance services, IRAs and investment management accounts. Joy earned her Bachelor of Science degree in Psychology from Iowa State University. Joy is an Investment Adviser Representative with Signator Investors, Inc. and holds her Series 6, 7 and 66 securities licenses.

  • Rohan Greaves

    Administrative Associate

    515-440-9843 | Contact Me

    Rohan is responsible for providing administrative support to trust accounts, investment management accounts and IRAs. Rohan earned his Bachelor of Arts degree in Business Administration and Finance from Grand View University.

Registered Representative and Investment Adviser Representative of and securities offered through Signator Investors, Inc. Member FINRA, SIPC and an SEC Registered Investment Adviser. First American Private Wealth Management and Signator Investors, Inc are not affiliated.

Investment and insurance products are not insured by the FDIC or any other regulatory agency, are not deposits of First American Bank and are not obligations of, or guaranteed by First American Bank. Investment and insurance products are subject to investment risk including possible loss of the principal amount invested.