Additional Resources

Home Wealth Management Additional Resources

Meet our team

  • Angie Dietz

    Angie Dietz

    Trust Officer

    Location: Waverly, South 218 Office Division: Wealth Management Phone: (319) 483-1001

  • Madeleine Ambrose

    Madeleine Ambrose

    Trust Operations Coordinator

    Location: Waverly, South 218 Office Division: Wealth Management Phone: (319) 483-1001

  • Mark Holmquist

    Mark Holmquist

    Investment Representative

    Location: Waverly, South 218 Office Division: Wealth Management Phone: (319) 352-8941

  • Mark Platte

    Mark Platte

    Vice President

    Location: Waverly, South 218 Office Division: Wealth Management Phone: (319) 483-1001


  • Tools to Help You Better Plan for the Future

    The best way to be prepare for the future is to plan for it. Using the resources here, you can get a better idea as to what your future holds and how to achieve success.

    Investment Calculator - determine the bottom line of your investment using both conservative and aggressive scenarios.

    Retirement Calculator - this calculator can help you find your “magic number,” what you’ll need to live the life you want in retirement.

    Future Value Calculator- what will today’s investment be worth down the road? This calculator can help you find out.

    Social Security Estimator- the official estimator from the Social Security Administration. Note: this estimator does require you to enter your social security number.

    Current Stock Market- check out how the stock market is currently performing.

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