Wealth Management
MEET OUR TEAM

ABOUT US

At Security National Bank, our approach to the intricate world of wealth management is actually quite simple. We believe each client has a unique opportunity to improve the financial well-being of our local community. With this in mind, we let our tried-and-true expertise take the wheel.

wealth management team

Douglas Oldaker

Douglas Oldaker, J.D.

Executive Vice President, Wealth Management Division
402-221-0122
Email Douglas

Jim Kerkhove

Jim Kerkhove, J.D., CFP

Senior Vice President/Trust Services Manager
402-221-0163
Email Jim

Jon Jacobsen

Jon Jacobsen, J.D.

Vice President/Wealth Management Sales Director

402-221-0140 

Email Jon

Damian Howard

Damian Howard, CFA

Vice President/Senior Investment Officer
402-221-0178
Email Damian

Damian Howard

Janet Melchior-Kopp, J.D.

Vice President/Trust Administration Manager
402-221-0140
Email Janet

Brent A Boyce

Brent A. Boyce, CFA

Assistant Vice President/Trust Investment Officer
402-221-0162
Email Brent

Casey Kerr

Casey Kerr, CFA 

Investment Officer
402-221-0188
Email Casey

 

Kevin Poots

Kevin Poots

Assistant Vice President/Trust Officer
402-221-0121
Email Kevin

David Shrader

David Shrader, CRPS® 

Employee Benefits Trust Officer
402-449-0939
Email David

 Dylan Dinkla

Dylan Dinkla, J.D.

Trust Officer

Des Moines, IA
515-369-3249
Email Dylan

Katie Lambert

Katie Lambert, J.D. 

Trust Officer
402-449-0984
Email Katie 

Joseph Borghoff

Joseph Borghoff, J.D.

Trust Officer
402-221-0171
Email Joseph

 Chasity Carodine

chasity carodine 

Trust Operations Officer
402-221-0149
EMAIL CHASITY

 

Karen Mentzer

Karen Mentzer 

Assistant Vice President/Trust Operations Manager
402-221-0119
Email Karen

 


Disclaimer

Investment and Insurance Products:

  • Not FDIC Insured
  • Not a Bank Deposit
  • Not Bank Guaranteed
  • May Lose Value
  • Not insured by any Federal Government Agency

Start
Planning

Call us at 402-221-0183 today to get started!

Meet Our AdvisorsWealth Management Publications

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