Wealth Management Team

Trust & Investments

Meet your financial advisors

When it comes to securing the future of your family or your business, you can turn to First Security’s Wealth Management Team for guidance.

To print Dave's bio and contact information click here. You can also view his quarterly letter to clients here.

Investment Services

David Jarvill, CFP®
David Jarvill, CFP® Osaic Investment Advisor Representative 641-257-1212 Email David

About David

Dave Jarvill has been working in financial services for over 30 years. He is a CERTIFIED FINANCIAL PLANNER™ professional. The CFP® certification is a standard of excellence meaning Dave has met extensive training and experience requirements, and that he is committed to putting his clients’ interests first. Dave is also a graduate of the College for Financial Planning, the Trust Investment School of the Canon Financial Institute, the Graduate School of Banking at the University of Wisconsin in Madison, Wisconsin, and the University of Iowa. Dave has also been awarded the Accredited Investment Fiduciary® Certification. The AIF® Designation training is designed to help certified individuals mitigate the liability of investment mismanagement through instruction covering pertinent legislation and best practices. AIF® designees have the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures.

Bobbi Spainhower, LUTCF®
Bobbi Spainhower, LUTCF® Osaic Investment Advisor Representative 641-257-1225 Email Bobbi

About Bobbi

Bobbi joined First Security in 2013 and has over a decade of financial experience, most of that being in the Wealth Management department. She attended Utah State University and is a graduate of the College for Financial Planning where she received the Life Underwriter Training Council FellowSM (LUTCF®) designation. Advisors with this credential are experts in understanding life, disability, and long-term care insurance for clients from all walks of life – whether they’re individuals with a young family, a business owner, or someone interested in passing on an estate to the next generation. Bobbi has her FINRA Series 7 and FINRA Series 66 licenses and is also a member of the National Association of Insurance and Financial Advisors.

You can check the background of this investment professional at Broker Check: Visit Broker Check.

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