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Wealth Management Group Contacts

Joseph Heffernan, JD, President
515-331-1686, x237

To locate general Wealth Management Group information, or to find the Wealth Management Group resource nearest you, contact Jasmina Bosnic, Relationship Manager, 515-440-9873.


Colette Rutherford, Assistant Vice President, Private Banking

Scott Sanders, Financial Consultant

Des Moines metro

Michael Loffredo, Financial Consultant

Janet Olson, Assistant Vice President, Private Banking

Douglas Schulte, Vice President and Director, Investment Management Services
515-331-1686, x239

Mike Thies, Director, Private Client Sales

Kim Thorpe, Assistant Vice President and Manager, Employee Benefit Services
515-331-1686, x240

Fort Dodge area

Susan Ahlers, Vice President, Senior Trust Officer

Steve Heddinger, Registered Investment Officer

Jamie Kilian, Vice President, Private Banking

Maureen Merrill, Vice President, Trust Officer

Sioux City

Jim Anderson, Registered Investment Officer

Roma Kroll, Senior Vice President, Private Banking


Investment products are not FDIC insured, are not bank guaranteed, and may lose value. Securities offered through Ameritas Investment Corp. (AIC). Member NASD/SIPC. AIC and First American Wealth Management Group are not affiliated.

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. Securities products are limited to residents of Iowa.

A representative from First American Wealth Management Group will contact you to provide requested information.