MidWestOne Trust Services

Portfolio Management

Kong Herr Portfolio Manager

“I believe in bringing an adventurous spirit into everything I do and use daily practices to reinforce my core values which include fitness, nature, learning, authenticity, mindfulness, and acceptance.

Dave has a passion for banking that continues to grow after more than 20 years. His expertise lies in navigating the complexities of cash management and credit strategies for bank clients. He focuses on building long-term relationships with a dedication to every aspect of the custom- er experience.

Dave Schultes Private Banker

“Banking is providing solutions. It starts with quality conversations and a deep understanding of our customers unique needs and goals, next is implementing that plan. I pride myself on being the first and only phone call my customers need.”

Dave has a passion for banking that continues to grow after more than 20 years. His expertise lies in navigating the complexities of cash management and credit strategies for bank clients. He focuses on building long-term relationships with a dedication to every aspect of the customer experience.

Communication Is The Foundation Of Great Planning

We believe in creating and following a long-term plan. We base the frequency and type of com- munication on what works best for you. Our experience has shown us that the best long-term planning is achieved by collaborative problem-solving and dialogue because you, your family, your assets, your documents and your circumstances are always changing. That constant change should translate into actions taken within your plan such as account retitling, beneficiary desig- nations, account structure, risk tolerance, cash flow needs, etc. We can help you take necessary steps to ensure your plan reflects what you want by having regular updates and reviews.