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.
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.
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.
515-955-0679 | Contact Me
Abi is responsible for providing administrative support to trust accounts, investment management accounts, and IRAs. Abi earned her Bachelor of Science degree in Financial Counseling and Planning from Iowa State University.
515-955-0603 | Contact Me
Jessica primarily focuses on account administration of individual and institutional investment management accounts, IRAs, irrevocable trusts, and estates. Jessica holds a Bachelor of Science degree in Accounting.
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.