Wealth Advisors

Key to the successful design and implementation of your wealth management solution is a Wealth Advisor, who serves as your primary point of contact and takes a leadership role in answering questions, providing counsel, interpreting information and coordinating services. Your Wealth Advisor meets with you regularly to review progress, assess the impact of changes in your financial circumstances, and – if warranted – recommend changes in your financial strategy. 


While maintaining a sharp focus on the many details of your wealth management approach, your Wealth Advisor also maintains a "big picture" perspective, coordinating inputs from other WAS professionals who are working to help you achieve your financial goals.

Arizona Bank & Trust, Arizona

Headshot of Tim Schultz

Tim Schultz

SVP, Private Client Services Market Leader
(602) 381-2072
Contact
Headshot of Joe Azar

Joe Azar, CTFA

VP, Wealth Advisor
(602) 381-2071
Contact
Lisa Sullivan

Lisa L. Sullivan
CSOP, CTFA

VP, Wealth Advisor
(602) 381-2075
Contact
Linda Bowers

Linda H. Bowers, JD, CFP®, AEP®

VP, Wealth Advisor
(602) 381-2229
Contact

Premier Valley Bank, California

Tiffany Gunsorek
WAS Market Leader
(559) 256-6430
Contact
Isaiah Bernal
Licensed Wealth Advisor
(559) 256-6432
Contact

Citywide Banks, Colorado

Headshot of John Bohan

John Bohan, CFP®

SVP, Private Client Services Market Leader
(303) 643-3521
Contact
Matt Nofziger

Matt Nofziger

VP, Wealth Advisor
(303) 365-3817
Contact
Melanie Palmer

Melanie Palmer

VP, Wealth Advisor
(720) 387-7580
Contact

Dubuque Bank and Trust, Iowa

Headshot of Stacy Hines

Stacy Hines

SVP, Market Leader
(563) 589-2033
Contact
Headshot of Polly Hauser

Polly L. Hauser, CFP®

SVP, Senior Wealth Advisor
(563) 589-4537
Contact
Headshot of Sarah Ross

Sarah Ross, CFP®, CTFA, CISP, CWS®

SVP, Senior Wealth Advisor
(563) 589-2132
Contact
Headshot of Elizabeth Badge

Elizabeth D. Badger, J.D.
SVP, Senior Wealth Advisor
(563) 587-4215
Contact
Headshot of Danita Grant

Danita Grant, JD
VP, Wealth Advisor
(563) 589-0961
Contact
Sarah Reicks

Sarah Reicks

VP, Wealth Advisor
(563) 589-2038
Contact
Headshot of Tom Stricker

Tom Stricker, CFP®, CWS®
Wealth Advisor
(563) 584-2526
Contact
Alexander Larson

Alexander Larson
Wealth Advisor
(563) 587-4272
Contact

First Community Bank, Iowa

Headshot of Sarah Ross

Sarah Ross, CFP®, CFTA, CISP, CWS®

SVP, Senior Wealth Advisor
(563) 589-2132
Contact

New Mexico Bank & Trust, New Mexico

Headshot of Patrick Schaefer

Patrick Schaefer, JD, CTFA

SVP, Private Client Services Market Leader
(505) 830-8122
Contact
Headshot of Camilla Serrano

Camilla Serrano, CTFA

Sr. Wealth Advisor
(505) 830-8145
Contact
Headshot of Elizabeth VanArsdel

Elizabeth VanArsdel, CTFA

SVP, Wealth Advisor
(505) 946-2503
Contact
Headshot of Lisa Millich

Elisabeth (Lisa) Millich, JD, LL.M.

AVP, Wealth Advisor
(505) 830-8106
Contact
Headshot of Anna Grace

Anna A. Grace, JD

Wealth Advisor
(505) 830-8206
Contact
Headshot of Irene Trujillo

Irene Trujillo, CWS®

AVP, Wealth Advisor
(505) 830-3104
Contact

Illinois Bank & Trust, Illinois

Headshot of Jasper Vaccaro

Jasper Vaccaro, JD

SVP, Private Client Services Market Leader
(815) 637-7014
Contact
Headshot of Andrew Hall

Andrew Hall

AVP - Wealth Advisor
(815) 654-8041
Contact
Headshot of Kay Fitzsimons

Kay Fitzsimons, CWS®

Wealth Advisor
(815) 777-5149
Contact

Wisconsin Bank & Trust, Wisconsin

Headshot of Jasper Vaccaro

Jasper Vaccaro, JD

SVP, Market Leader
(608) 203-1201
Contact
Headshot of Tracy Beeck

Tracy Beeck, CTFA, CWS ®

Wealth Advisor
(920) 459-5608
Contact
Headshot of Joanne Wood

Joanne Wood, CWS®

VP, Wealth Advisor
(920) 459-5602
Contact
Headshot of Phil Zastow

Phil Zastrow

VP, Wealth Advisor
(920) 459-4447
Contact
Headshot of Kay Fitzsimons

Kay Fitzsimons, CWS®

Wealth Advisor
(608) 328-4044
Contact

Minnesota Bank & Trust, Minnesota

Headshot of Mary Ann Heine

Mary Ann Heine

SVP, Private Client Services
(952) 841-9332
Contact

Morrill & Janes Bank and Trust, Kansas