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.

Investment Services

David Jarvill — David Jarvill Infinex Investment Advisor Representative 641-257-1212 Email David

About David

Dave Jarvill* is an Investment Advisor Representative and Vice President/Investment Services Manager at First Security. He is also a CERTIFIED FINANCIAL PLANNER™ professional. Dave is 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, as well as the University of Iowa. Dave earned the prestigious Advanced Investment Strategist Certificate in Portfolio Management (AIS) in Seattle, WA on May 1, 2013. He joined a select number North America’s best investment advisors and some of the industry’s most respected scholars and practitioners at the Investment Management Consultants Association (IMCA) AIS program. Dave has 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. Accredited Investment Fiduciary® 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 — Bobbi Spainhower Insurance Specialist/Sales Assistant 641-257-1225 Email Bobbi

About Bobbi

Bobbi Spainhower* joined the Investment Services Department at First Security in October of 2013, bringing nearly three years of banking experience. She and her family are originally from Utah and relocated to Iowa in 2008. She attended Utah State University and is a graduate of the College for Financial Planning, where she received the Life Underwriter Training Council Fellow (LUTCF) designation. She’s also a member of the National Association of Insurance and Financial Advisors and is a board member on the Floyd County Historical Society Endowment Fund.

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

Trusts

Julie Versluis — Julie Versluis Vice President Trust Officer 641-257-1247 Email Julie

About Julie

Julie Versluis is a Vice President and Trust Officer at First Security. She is a Certified Trust and Financial Advisor™. Julie is a graduate of Cannon Trust School, Cannon Financial Institute, and a graduate of Schools of Banking Trust School in Topeka, Kansas. She graduated from Kirkwood Community College with an Associate of Arts degree in Legal Assistant/Paralegal Studies. Julie has more than 20 years of trust experience with expertise in areas of Estate & Trust Administration, Portfolio Management, and Financial and Estate Planning. Julie is a member of the Institute of Certified Bankers, CTFA and Iowa Association of Paralegals. She is a current board member and Treasurer of Guardian Association of Iowa Network and is a current board member and past president of the Iowa Trust Association. She is also a member of the Charles City Rotary Club and a former member of the Black Hawk County Estate Planning Council. Julie serves as an Advisory Board Member of Big Brothers Big Sisters of Floyd County and is a former board member of the Kiwanis Club of Waterloo (president) and Substitute Decision Maker Task Force of the State of Iowa.

Liz Williams — Liz Williams Trust Operations Administrator 641-257-1222 Email Liz

About Liz

Liz was born and raised in Greene, Iowa. She left her hometown to attend North Iowa Area Community College and Hamilton Business College, where she focused on accounting and business management. After receiving her education, Liz returned to Greene to raise her son. Since then, she has lived in the area for nearly 30 years. Prior to joining the bank in March of 2021, Liz primarily worked in office management. She was a grant writer for social service agencies and is the former Butler County Auditor. Additionally, she has volunteered for Christmas Cheer and Kid Fest, which both provide services for families in need. Outside of work, Liz enjoys sewing, camping, swimming and gardening.

Kim Gerber — Kim D. Gerber Trust Operations Assistant 641-257-1218 Email Kim

About Kim

Kim Gerber joined First Security in October of 2020, bringing several years of experience with Shankland Insurance in Charles City and the Charles City Community Revitalization and Chamber of Commerce. Gerber has been a resident of Charles City since she moved to town as a child, and today she is well-known for her volunteer efforts with the Community Revitalization Design Committee and Charles City WhiteWater Committees. When not at work, Gerber enjoys taking photos, reading, doing creative projects and spending time with her family.