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.
Douglas Oldaker, J.D.Executive Vice President, Wealth Management Division |
Jim Kerkhove, J.D., CFPSenior Vice President/Trust Services Manager |
Jon Jacobsen, J.D.Vice President/Wealth Management Sales |
Damian Howard, CFAVice President/Senior Investment Officer |
Janet Melchior-Kopp, J.D.Vice President/Trust Administration Manager |
Brent A. Boyce, CFAAssistant Vice President/Trust Investment Officer |
Casey Kerr, CFAInvestment Officer |
Kevin PootsAssistant Vice President/Trust Officer |
David Shrader, CRPS®Employee Benefits Trust Officer |
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Dylan Dinkla, J.D.Trust Officer Des Moines, IA |
Katie Lambert, J.D.Trust Officer |
Joseph Borghoff, J.D.Trust Officer |
chasity carodineTrust Operations Manager
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Karen MentzerAssistant Vice President/Trust Compliance Coordinator |
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