Wealth Solutions

Wealth Management 

As you accumulate wealth, you are often faced with a unique set of challenges and opportunities. You may be considering developing a financial plan, investment strategies, retirement savings or simply meeting goals. We know the importance of fully understanding your current situation and objectives so we can best support your continued success. Whether it’s short-term growth or long-term planning, we can help you prepare for what’s next. Click here to learn more.

Financial Management & Trust Services

Our comprehensive approach to financial management provides you peace of mind knowing all your financial needs are covered. Whether you are interested in asset management services, wealth transfer strategies, estate settlements or would benefit from complete household management, including bill paying, tax preparation and insurance filing, we offer a full continuum of financial services, customized for you. In addition, we specialize in delivering trust services by serving as executor, trustee, conservator and escrow agent. Click here to learn more.

First Point

  • Jordan Pope  Jordan Pope Investment Representative/Wealth Advisor

    Pope is a native of Southern Iowa and a graduate of Simpson College.  He has worked in the financial industry since 2015, with a background in financial and tax planning.  At United Bank & Trust, he is responsible for managing investment and trust account relationships. Jordan holds his Series 7 and Series 66 licenses and the State of Iowa Life and Variable Life Insurance Licenses. Pope is currently active in Rotary and the American Legion and is a current participant in Leadership Marshalltown.
  • Robert Thomas  Robert Thomas President and Trust Officer
    Thomas’s banking career spans over 38 years, all in the Marshalltown community. Active in the community, Thomas currently serves as a Rotary board member, and is involved with Child Abuse Prevention Services, Marshall County Compensation board, and East Marshall Schools Vocational Advisory committee.  He is the past President of the United Way board. Robert and his wife reside in Marshall County.
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