MidWestOne Trust Services

Your MidWest One Team

Working together as One team

Kong Her Vice President, Senior Portfolio Manager

Your MidWest One team includes investment professionals, attorneys, bankers, and trust and estate administrators—all working together to create savvy solutions for you and your family. For many of our clients, our team members become like members of the family, providing guidance and comfort during times of change. Our commitment to you is to passionately pursue your financial objectives as if they were our own.

“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.

Sean P. Wenham First Vice President, Regional Trust 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 Schultes Vice President, Private Banker

With over 20 years of experience leading specialized teams to meet the unique financials needs of his clients, Sean believes the success of any professional relationship lies in sharing a clear understanding of values, goals, and objectives; and in engaging dialog supported by a system- atic process for delivering personalized information and results.

“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.”

Justin Parker, JD, CFP® Vice President, Trust Manager

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.

“When advising my clients, I stick to my unwavering belief to always act in their best interests, and insure they make informed decisions to fulfill their lifestyle, legacy, and charitable goals.”

Communication is the Foundation of Great Planning

With finance and law degrees, Justin is a Certified Financial Planner® and an experienced wealth planner with a demonstrated history of advising high net worth clients on wealth protection and transfer strategies.

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.