MidWestOne Private Banking

Simply better Private Banking

MidWest One .bank

Laurie Wahlert Vice President, Private Banker 319.248.5074 or lwahlert@midwestone.com NMLS: 747648

Your MidWest One Private Banking Team

Working together as One team

“I provide you with concierge service for all your banking needs by surrounding you and your family with a team of professional financial experts to ensure all your banking and wealth planning goals are achieved.”

The high-level financial concierge services you’ll receive as a private banking client will make banking easy to understand and financial endeavors easy to tackle. It’s the kind of banking rela- tionship you’ve always wanted, but didn’t think existed. We’ll tailor our services to your current life situation and preferred style of interaction. We understand how busy you are and we are committed to providing proactive advice and a streamlined process in everything we do.

Dave Schultes Vice President, Private Banker 763.512.2576 or dschultes@midwestone.com NMLS: 552741

Christy Fehlberg First Vice President, Senior Private Banker 319.356.5903 or cfehlberg@MidWestOne.com NMLS: 539875

“Banking isn’t about selling; it’s about providing solutions. I pride myself on being the first and only phone call customers need to make regardless of their financial need or question.”

“I understand how busy life can be, which is why I’m committed to providing proactive advice and a streamlined process in everything we do for you. Rely on me to tailor personal service to fit your current life situation.”

Kara Sabo Second Vice President, Private Banker 319.356.5983 or ksabo@MidWestOne.com NMLS: 1415030

Thais Winkleblack Senior Vice President, Trust Department Manager 319.356.5856 or twinkleblack@MidWestOne.com NMLS: 1156385

“I think it’s important to acknowledge that we all have a different relationship with money. My job is to honor my client’s relationship with money in all the financial decisions that we make together.”

“What motivates me in my work is helping others. To me, success is finding a solution that fits your unique needs—because great advice is about understand- ing what’s important to you and what your goals are.”

We support you with:

The cornerstone of our private banking service is the relationship built between you and our team of private bankers. Enjoy 24/7 concierge service.

Kevin Werner Vice President, Private Banker 319.356.5989 or kwerner@MidWestOne.com NMLS: 591619

• Remote services, including account openings • Competitive rates • Domestic and international account transfer services • Personal lines of credit • Mortgage and home equity options • Cash management strategies • Investment management strategies

• Coordination with tax and legal professionals • Estate planning and legacy arrangements • Retirement planning • Coordination of all MidWest One specialized services

“My focus is building long-term relationships with my clients and their families. I work with a team of talented professionals and we assist clients with all areas of their financial life.”

MidWest One Private Banking

MidWest One Private Banking

A Team Approach with Specialized Services Together with other professionals, such as your CPA and personal attorney, we coordinate our specialized expertise and resources to customize solutions for your current situation and life goals:

Grow, Manage, and Protect Your Wealth We are here to support your vision

Whether it’s succession planning and the unique issues for estate planning and retirement related to owning your own business, or the myriad life events you know you need to be ready for, we can leverage our expert team to help you develop a plan that will achieve your goals. At MidWest One , we combine sophisticated financial planning and disciplined management to create a custom solution for your specific needs. A good financial partner can make sure you have a plan for whatever may come. An even better financial partner has a team structure in place to give you access to expertise in many areas. We will tailor our services to your current life situation and perferred style of interaction. We understand how busy you are and we are committed to providing advice and a streamlined process in everything we do.

Private Banking • Lending solutions • Cash management • Concierge service

Risk Management • Insurance needs review • Long-term care • Income stream planning

Investment Management • Individualized portfolios • Concentrated stock holding strategies • Multi-manager accounts • Due-diligence selection and review

Trust, Wealth and Estate Planning • Wealth and legacy protection • Charitable giving • Trusteed IRAs • Trust services • Estate planning and administration • Trust tax services • Real estate protection • Bill payment • Financial Power of Attorney

• Institutional investments • Foundation investments

Financial Planning • Asset allocation guidance • Cash flow analysis • Retirement planning • Education planning • Stock option analysis

Private Banking

Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency


Financial Planning

Risk Management

Trust & Estate Planning

Investment Management

MidWest One .bank

MidWest One Private Banking

Equal Housing Lender

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