Trust Services Cedar Rapids FB

Your MidWest One Team

Working together as One team

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.

Blake Wilkinson, CFA, CFP®, CAIA First Vice President, Trust Services Contact: bwilkinson@midwestone.com, or 319.248.5073

“Everything we do begins and ends with you. We take the burdens of the financial markets off your shoulders so that you can focus on other things.”

Thirty years of investment experience has allowed Blake to develop a deep understanding of financial markets as well as a client-focused work style. He measures success by the likelihood that those he serves can achieve their financial and life goals. Advanced training from the College of Financial Planning and CFA Institute provides the foundation on which he delivers sound financial advice.

Duane Richardson, JD, CFP®, AEP® Vice President, Wealth Planning Contact: drichardson@midwestone.com, or 319.248.5072

“Leading with planning is a great way for us to understand where you are and where you want to be, personally and financially. With that information in mind, we give you ideas, alternatives, and suggestions to help you get there faster, more efficiently, more effectively—and for many clients, all three.”

Thirty-nine years of wealth planning and structuring for clients has allowed Duane to develop a deep understanding of clients’ lifestyle, family, and community goals, and how to help themachieve those goals. He measures success by the likelihood that those he serves can achieve their financial and life goals. Duane’s advanced tax, estate, financial, and risk training from the WilliamMitchell College of Law, the College of Financial Planning, and the National Association of Estate Planners & Councils provides the foundation on which he delivers sound financial advice in collaboration with a client’s other advisers.