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Home Trust & Investments Our Approach & Team

Our Approach & Our Team

Entrusting your financial future to someone is no small matter. That’s why we work tirelessly every day to build our relationship with you through respect, sincerity and accountability.

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Innovative Solutions Driven by Core Values

Let’s be honest: there are a lot of different ways to manage your wealth these days. From big name firms to small, independent advisors, there’s no shortage of people willing to offer advice for a fee.

At City State Bank, our Trust & Investments Department marries the research and analytical resources of a large investment company with the values you’ve come to expect from your hometown bank.

Our Promise to You

As your fiduciary, we pledge...

  • That all investment research we use to guide your investment strategy will be provided from independent sources. We will utilize investments that pay us nothing in return for our business. This is the only way we will manage money and the best way to help you reduce risk, preserve capital and achieve your goals.
  • To uncover your personal goals and needs and use them to drive your financial plan to create a professional and realistic blueprint for your financial future.
  • To invest your assets in a broadly diversified portfolio suited for your risk profile while minimizing transaction costs in implementing your plan.
  • You will understand your investments and your long-term strategy for both accumulating wealth and maximizing your income during your retirement years.
  • To help you gain the peace of mind that comes with knowing your money is being actively managed by independent professionals who do not receive investment commissions.
  • To provide you with regular reviews to ensure that your investment and financial plans continue to drive you toward your personal financial goals.

Our Trust & Investments Staff

Our team is made up of experienced professionals with diverse work backgrounds. They all share a commitment to ensuring your financial needs are met now and in the future.

  • Chad Stevens, CFP

    Chad Stevens, CFP®

    SVP, Investment Manager

    Location: Norwalk North
    Divisions:  Trust & Investments

    Phone: (515) 981-1388

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  • Nathaniel Tagtow, JD

    Nathaniel Tagtow, JD

    Trust & Estate Officer

    Location: Norwalk North
    Divisions:  Trust & Investments

    Phone: (515) 981-1240

    Contact Me

  • Wade Lawrence, CFP

    Wade Lawrence, CFP®

    VP, Trust & Investment Officer

    Location: Grimes
    Divisions:  Trust & Investments

    Phone: (515) 981-1386

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  • Charlie Ochanpaugh, CFP

    Charlie Ochanpaugh, CFP®

    Trust & Investment Officer

    Location: Norwalk North
    Divisions:  Trust & Investments

    Phone: (515) 981-1404

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  • Bryce Block

    Bryce Block

    Trust & Investment Officer

    Location: Grimes
    Divisions:  Trust & Investments

    Phone: (515) 981-1366

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  • Kourtne Klocko

    Kourtne Klocko

    Associate Trust & Investment Officer

    Location: Norwalk North
    Divisions:  Trust & Investments

    Phone: (515) 981-1400

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  • Marlene Cox

    Marlene Cox

    Trust Operations Manager

    Location: Norwalk North
    Divisions:  Trust & Investments

    Phone: (515) 981-1402

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  • Amy Longman

    Amy Longman

    Customer Relations Manager

    Location: Norwalk North
    Divisions:  Trust & Investments

    Phone: (515) 981-1400

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  • Mallory Metzger

    Mallory Metzger

    Customer Relations Associate

    Location: Norwalk North
    Divisions:  Trust & Investments

    Phone: (515) 981-1400

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  • Samantha Pierangeli

    Samantha Pierangeli

    Trust Operations Specialist

    Location: Norwalk North
    Divisions:  Trust & Investments

    Phone: (515) 981-1400

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