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.
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.
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 Amertias Investment Corp. and holds the Series 7, 63, 66, Life, Health and Accident licenses.
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.
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.
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.
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 Ameritas Investment Corp. and holds her Series 6, 7 and 66 securities licenses.
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.
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.
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 Ameritas Investment Corp. 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.
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.
*Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and First American Bank are not affiliated. Additional products and services may be available through First American Bank that are not offered through AIC. Securities products are limited to residents of Iowa and Florida. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from First American Bank will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Not FDIC insured, no bank guarantee, may lose value.