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®
SVP, Investment Manager
Location: Norwalk NorthDivisions: Trust & InvestmentsPhone: (515) 981-1388
Nathaniel Tagtow, JD
VP, Trust & Estate Officer
Location: Norwalk NorthDivisions: Trust & InvestmentsPhone: (515) 981-1240
Wade Lawrence, CFP®
VP, Trust & Investment Officer
Location: GrimesDivisions: Trust & InvestmentsPhone: (515) 981-1386
Charlie Ochanpaugh, CFP®
Trust & Investment Officer
Location: Norwalk NorthDivisions: Trust & InvestmentsPhone: (515) 981-1404
Bryce Block
Trust & Investment Officer
Location: GrimesDivisions: Trust & InvestmentsPhone: (515) 981-1366
Kourtne Klocko
Associate Trust & Investment Officer
Location: Norwalk NorthDivisions: Trust & InvestmentsPhone: (515) 981-1400
Amy Longman
Customer Relations Manager
Location: Norwalk NorthDivisions: Trust & InvestmentsPhone: (515) 981-1400
Mallory Metzger
Customer Relations Associate
Location: Norwalk NorthDivisions: Trust & InvestmentsPhone: (515) 981-1400
Samantha Pierangeli
Accounting & Trust Operations Manager
Location: Norwalk NorthDivisions: Trust & InvestmentsPhone: (515) 981-1400