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

    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.

  • Beth Wurth

    Beth Wurth

    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.

  • Jessica Davie

    Jessica Davie

    Trust Administrator

    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.

  • Rohan Greaves

    Rohan Greaves

    Administrative Associate

    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.