Additional Resources

Angie Dietz

Trust Operations Coordinator

Location: Waverly, South 218 Office Division: Wealth Management Phone: (319) 483-1001

Madeleine Ambrose

Trust Operations Coordinator

Location: Waverly, South 218 Office Division: Wealth Management Phone: (319) 483-1001

Mark Holmquist

Investment Representative

Location: Waverly, South 218 Office Division: Wealth Management Phone: (319) 352-8941

Mark Platte

Sr. Trust Officer

Location: Waverly, South 218 Office Division: Wealth Management Phone: (319) 483-1001

Mary Adams

Investment Administrative Assistant

Location: Waverly, South 218 Office Division: Wealth Management Phone: (319) 352-8941

Tools to Help You Better Plan for the Future

The best way to be prepare for the future is to plan for it. Using the resources here, you can get a better idea as to what your future holds and how to achieve success.

Investment Calculator - determine the bottom line of your investment using both conservative and aggressive scenarios.

Retirement Calculator - this calculator can help you find your “magic number,” what you’ll need to live the life you want in retirement.

Future Value Calculator- what will today’s investment be worth down the road? This calculator can help you find out.

Social Security Estimator- the official estimator from the Social Security Administration. Note: this estimator does require you to enter your social security number.

Current Stock Market- check out how the stock market is currently performing.