Trust Services Cedar Rapids FB

Jim Carey, JD, LLM Vice President, Trust Officer Contact: jcarey@midwestone.com, or 319.248.5071

“I believe that by closely listening to and learning from our clients, we can provide individually crafted solutions to help them reach their goals.”

Jim has over twenty-five years of experience in Trust and Estate administration both in bank- ing and in private practice. He attended Binghamton University, the University of Iowa College of Law, and earned his master’s degree in law from the University of Boston School of Law. He has spent his career working with individuals to help plan for their future and how they desire to pass on their life’s work.

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

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

Laurie has been in the financial industry for over twenty-six years; in that time, she has had the great privilege of assisting customers with realizing their financial dreams. She leverages her expe- rience to provide robust banking solutions to her clients, and those who should be, by surrounding themwith a team of wealth management professionals. Laurie earned a Bachelor of Science in psychology at the University of Iowa.

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.