Private Wealth Team

Allan earned a Bachelor of Arts degree in Communication/Public Relations from the University of Northern Iowa. He has worked in the insurance industry and was an investment advisor with US Bancorp Investments prior to joining MidWestOne. Since 2012, Allan has been providing comprehensive wealth planning to clients at MidWestOne Bank. Allan specializes in helping clients plan ahead for their short-term needs and long term goals. He is passionate about helping his clients plan for retirement, protect the things that are important to them, and discussing financial concepts in an easy to understand way. After the bank closes each day, Allan volunteers his time as the throws coach at Central College. He has been mentoring the throwers on the men’s and women’s track team since 2009. He is also actively involved at his local church and serves as a board member for various civic organizations. Whenever possible, Allan enjoys spending time with his wife, Chris, and chasing around their seven children and a growing number of grandchildren.

Andrea joined the trust department at MidWestOne Bank in 2012 after receiving her B.S. from University of Wisconsin-Platteville.  She focuses in the areas of Trust Management & Administration and Estate Planning.  She has privilege of helping clients meet financial goals and assisting them with estate planning needs.  She is an active member of the Tri-State Estate Planners & Young Professionals of Dubuque.  Outside of work she enjoys spending time with family, golfing, traveling, and playing euchre.

Bailey joined MidWestOne Bank in 2020 after earning her BA in Finance from the University of Iowa.  With four years of experience leading a team in Consumer Lending, she transitioned to Private Wealth as a Paraplanner in 2024.  Her primary goal is to instill confidence and peace of mind in her clients’ financial well-being.  She believes that effective wealth planning is about more than just numbers – it’s about understanding each client’s unique lifestyle, values, and aspirations.  By taking the time to truly listen, she is committed to creating personalized strategies that align with clients’ long-term goals, ensuring they feel secure and adaptable in the face of any life event.  Outside of work, she is active on the MidWestOne Wellness Committee and enjoys volunteering at local community events.  In her spare time, Bailey loves reading, traveling, and spending time with family and friends, especially her husband and their dog, Luna.

Beth began her banking career in 2002 at American Trust & Savings Bank (now MidWestOne Bank) fostering relationships for 3 years with Retail Customers in our Dyersville, Farley, and Dubuque markets before accepting a position in Bank Operations where she would spend the next 14 years assisting Online Banking customers and leading Operations teams.  Her career then lead her to Retail Systems Administration where after 4 years she realized she missed working directly with customers.  Beth holds a BA from University of Dubuque, and joined the Trust department in 2023 after 21 years with the company. Beth values every person she meets and looks forward to helping bridge the gap between our customer’s Banking and Wealth goals. Beth loves to volunteer at community events and spends her free time with her family, camping and traveling.

Bill is a Portfolio Manager for the Trust Department and has nearly 15 years of industry experience. He implements and coordinates investment strategies for the firm’s client base. Bill also contributes to the security selection and research process for Equity and Fixed Income securities, and the due diligence efforts of the firm’s line-up of outside money managers. His prior experience includes equity and fixed income trading, cross-asset research, and product- and market-related material generation. He received is BA in Finance from Loras College. He resides in the Dubuque area with his wife and three young children.

Brian D. Hunt, V.P. & Trust Operations Manager.  Brian has been involved in the trust arena for over 30 years and holds a Certified Securities Operations Professional (CSOP) designation with the Institute of Certified Bankers.   He has worked for a number of large banking organizations including HSBC, M&T Bank, and Regions and joined MidWestOne in 2009.  Brian holds both a B.S. and an M.B.A. from Canisius College in Buffalo, New York.  He has volunteered with a number of community organizations including the Workplace Learning Connection, the Preucil School of Music, Habitat for Humanity, and the Knights of Columbus.

Brian McCleary is a Trust and Investment Officer based in the Dubuque, IA office.  Brian’s 23 years of investment and planning experience helps clients set and achieve financial goals.  Brian works clients from a variety of back grounds including medical professionals, attorneys, C-suite executives, and many others with a need for financial planning and guidance.  He was born and raised in Muscatine, IA and relocated to Dubuque in 2000 with his wife Joan.  They have two children and a myriad of pets.  They enjoy traveling, hiking and attending their kids’ events.  Brian also enjoys coaching and playing golf.

With over two decades of experience in the financial services industry, Chad Darr is a seasoned Private Wealth Advisor dedicated to guiding individuals, families, business owners, nonprofits, and corporations through the complexities of wealth management. Chad joined the MidwestOne Private Wealth team in 2025. He brings a comprehensive and client-focused approach to financial advice and wealth planning, delivering tailored solutions that algin with each client’s unique goals and values. As a Certified Financial PlaneR® professional, Chad upholds the highest standards of fiduciary care and professionalism, ensuring that client receive trusted, objective advice. In addition to obtaining his CFP® certification, Chad holds several specialized designations, including Certified Trust and Fiduciary Advisor (CTFA), Chartered Retirement Plans Specialist™ (CRPS®), Certified Wealth Strategist® (CWS®), and Certified IRA Services Professional (CISP), has passed the Series 7, 63, 65, and 31 securities exams, and holds a Minnesota life, accident, and health insurance license. These credentials underscore his broad expertise across key areas of investment management, retirement planning, trust and estate services, and qualified plan solutions. Chad is especially skilled in helping clients navigate complex financial scenarios such as succession multigenerational wealth transfer and philanthropic giving. Throughout his career, Chad has built a reputation for delivering holistic, long-term financial strategies rooted in deep technical knowledge and personal attention. Chad lives in Champlin with his wife, two children, and their dog Cooper. Chad is active in with local youth sports teams as a volunteer basketball, softball, and baseball coach over the past 10 years. He has also served in leadership positions on numerous non-profit boards over the past 20 years and is currently serving on the Planning Commission for the City of Champlin.

Daniel joined MidWestOne Bank in 2022 as a Vice President, Trust Officer and is based in Dubuque. Prior to joining MidWestOne Bank, Dan practiced banking and corporate law as in-house counsel for 7 years at Heartland Financial and its subsidiary company, Dubuque Bank & Trust (DB&T).  His areas of expertise include fiduciary, investment and trust services.  Dan lives in Dubuque with his wife, Kait, and their son, Charlie.  He is active in the local community, including serving on the Dubuque Arts Council Board of Directors and membership in the Dubuque County Bar Association.  In his free time Dan enjoys local music, walking at the arboretum or along the riverfront, playing/watching sports, trying new restaurants around the tri-state area and spending time with his family.  He holds a master’s degree from Brandeis University and his law degree from the William Mitchell College of Law.

Dennis J Mitchell joined the Trust Department at MidWestOne Bank in November 2014.  He was previously in private practice as an attorney and partner at Meardon, Sueppel & Downer P.L.C. in Iowa City for more than fourteen years.  In addition to his law degree, Dennis has an undergraduate degree in Economics. Dennis holds the CTFA (Certified Trust Financial Advisor) designation from the ABA.

Elizabeth Burke joined the MidWestOne Bank Trust Department in 2005. She is a graduate of the University of Iowa and is currently working toward earning her Certified Trust Operations Professional (CTOP) designation. Elizabeth is part of the Trust Administration team and is a leader of the Trust Operations team. She and her husband, Jeremiah, live in Iowa City with their three children (Lola, Lucy and Liam) and they own several rental properties, managed under House of Burke, LLC

Erin has worked in the banking industry for over 10 years.  She began working in the trust department in 2013, with a focus on financial and regulatory reporting.  In April  of 2022, Erin joined the Trust Administration Team at MidWestOne.  She is excited to expand her trust knowledge and looks forward to assisting clients with all their administrative needs.  In her free time she enjoys spending time with family, watching her boys play sports and traveling.

Erin joined MidWestOne Bank in 2024 as Vice President, Trust Officer. In her role, Erin serves as a fiduciary officer and relationship manager, which draws on her 25 years in the financial industry and 30 years as a licensed attorney. Working with clients to learn their life goals, values, and dreams, she works in a team to lead with planning and uncover opportunities for the client.  The team also collaborates with clients’ other professional advisors, such as family attorneys and CPAs.   Prior to joining MidWestOne, Erin worked at U.S. Bank as a Senior Trust Officer in Private Wealth Management, reviewing complex trusts and foundations. She also worked for the U.S. Department of Justice, State Attorney General, and as corporate counsel for global Fortune 50 companies in financial services. She holds a law degree from the University of Iowa.  Erin has 2 children in college, studying at the University of Iowa and Iowa State University.   When not pursuing outdoor adventures including skiing, hiking, and kayaking, Erin is developing an orchard and organic gardening to try out new culinary skills and hopes to improve her success in that area. Like financial success, it all starts with planning. Tags

COMING SOON!

James Carey joined MidWestOne in 2021.  Prior to that he worked for over twenty-five years in trust and estate settlement and administration.  James was born in Buffalo, New York, to a steelworker and a nurse. As a young man he was imbued with a strong work ethic and appreciation for the value of pursuing educational opportunities.  After completing his undergraduate degree in Upstate New York at Binghamton University, he attended the University of Iowa School of Law and began his practice of law in Washington, Iowa.  While in practice he was asked to join a small rural bank to run its Trust Department.  Life took James back to the East Coast where he worked for several institutions in Trust Administration and Institutional Custody.  During that time, he earned his master’s in law degree from the University of Boston School of Law. He has had the opportunity to work in a variety of institutions from small rural banks to large metro offices.  He has also had the opportunity to work with individuals of varying wealth.  The one constant is his appreciation that regardless of the size of the institution, or net worth of the individual, the priority of a wealth management office is to provide quality one-on-one services to every client.  When not in the office he enjoys being outdoors biking and hiking and when the weather doesn’t permit, he is usually writing and painting to fulfill his creative itch.  He has two daughters pursuing their educations in the sciences, and enjoys every minute he can spend with them.

John Quinto is a Second Vice President & Trust Officer serving the Iowa City metro market. Quinto is involved in wealth transfer planning and the administration of trusts and estates. He provides guidance to wealth creators and inheritors to align their wealth with their values. He also acts as fiduciary in the role of trustee or executor handling delicate tasks to limit controversy. Quinto is an attorney and a certified public accountant with over 15 years of experience in financial services. He began his career as an accountant with Nevada’s largest regional accounting firm. He worked primarily in Southern Nevada but traveled to the Caribbean and the Middle East to consult with clients. Quinto then pursued a law degree in Oregon and graduated with Pro Bono Honors for his work with indigent clients. He was a past recipient of the Oregon State Bar’s Justice Across Oregon Award and Public Fellowship Award. Quinto is passionate about his community and serves on the board of directors of local nonprofits. In his spare time, he enjoys observing native flora and fauna.

As Portfolio Manager, John McClain is responsible for coordinating Investment strategies and products for client accounts. He conducts research activities related to Equity and Fixed Income securities and manager due diligence on outside mutual funds and ETF’s. He is heavily involved with the development of the asset allocation strategy used for client accounts and investment products. John has over 30 years of investment experience including investment research and portfolio management. He has experience managing individual accounts, non-profits and foundation accounts. He spent many years as a Portfolio Manager for the Principal Financial Group, managing Principal's small and mid-cap separate accounts and retail mutual funds. He also was the Investment Officer for the University of Iowa Foundation. John graduated from the University of Iowa with a BBA in Economics and received his MBA in Finance from the University of Indiana.  

Katie Hagarty has been in the Financial Industry since 2005, primarily serving clients in Private Banking and Trust Services. She joined the MidWestOne Trust Department in November of 2021 as Trust Administration Officer. Katie is excited to assist clients in the Iowa City and Cedar Rapids areas.  Katie is originally from Waterloo, IA and is a graduate of the University of Northern Iowa. In her spare time, she enjoys attending her kids’ sporting events & school activities, cooking, traveling, and cheering on the Iowa Hawkeyes!

Kevin J. Mote has been in the bank trust and brokerage industry for 25 years.  He has spent much of his time counseling customers about their investments, retirement plans, and estate plans.  He took over the Trust Department’s property management role 5 years ago and spends most of his time managing our customers' commercial, residential, and farm properties.  He has a BA in Finance from the University of Northern Iowa.  He lives in Mt. Vernon with his wife of 31 years, Patty, and they have two sons.

I began my banking career in May 1984 all of which has been dedicated to the Trust Department. I have learned a lot from my co-workers, past and present about estate planning and trust services. In my free time, I enjoy spending time with my family.

Kong is an investment professional with over twenty years of portfolio management, investment risk, and securities analysis experience. He constructs investment management solutions, and provides portfolio and investment risk oversight for bank clientele. Kong received his BBA from the University of Wisconsin-Madison with dual concentrations in Finance and Risk Management and obtained his MS in quantitative finance from DePaul University. Prior to joining MidWestOne in 2021, he held investment leadership and portfolio management roles at various asset management firms including; Columbia Threadneedle Asset Management, Allianz Investment Management, and the University of Wisconsin Foundation. Kong is passionate about the capital markets and has also taught finance and investments courses at the university level.

Mark is responsible for investment selection and management for Private Wealth Management client portfolios. He graduated with a double-major in Finance and Management Information Systems and earned his MBA – all from the University of Iowa. He joined MidWestOne Bank in 2024. Mark’s professional background spans more than 28 years of retail and institutional investment experience, including working as a licensed stock-broker for Transamerica (f.k.a. Life Investors), in corporate Treasury for Rockwell Collins, as a Structured Finance Research Analyst in institutional bond trading covering Residential Mortgage Backed Securities for AEGON USA Investment Management and as a Wealth Management Officer for Hills Bank. Prior to joining MidWestOne, Mark worked as a Portfolio Manager at US Bank.

After graduating from UNI, I started my career in the retirement industry. In 2007, I join the Trust Department at the bank where I evolved from Administration, to Sales, followed by Finance and now fulfilling the Operations role. I enjoy serving as a board member for Mt. Pleasant Home and as a member of the Future Leadership Committee for Greater Dubuque Development Corporation. I reside in Peosta with my remarkable husband and three children.

Mindy has been working in the Financial Industry since 2006. She joined the Trust Department at First National Bank (now MidWestOne) in 2020 as Trust Operations Specialist. Mindy is an avid metal detectorist. She, along with her husband, run a 501c3 non-profit metal detecting group that organizes detecting events throughout eastern Iowa.

Neil A. Joss  Neil is responsible for investment selection and management for the Trust Services Department client portfolios. He graduated from the University of Iowa, and received his MBA from the University of Iowa, and joined MidWestOne Bank in 2015. He has nearly 15 years of fixed income and real estate investment experience, holding positions with increasing responsibility at Aegon Asset Management, including 8 years managing asset portfolios. Previous experience also includes trading mortgage back securities.

Sandra Morrow joined the Trust Department at MidWestOne in April 2013.  She holds a J.D. from the University of Iowa College of Law and is a Certified Trust and Financial Advisor.  She works in the administration area of Trust Services, as well as trust, estate and agency account management.

Sarah Jecklin began her banking career in 1993 with Hawkeye Bank in Dubuque, and joined American Trust & Savings Bank (now MidWestOne) in August 1999. Sarah joined the Trust Department in 2000 where she has worked since then. Sarah works in Trust Administration where she assists with trust, estate, agency and IRA accounts. She enjoys working with clients and being able to help them with a wide variety of needs. She is a lifelong resident of Dubuque County with a large extended family.

Sean Wenham is First Vice President, Regional Trust Manager, for the Minnesota and Wisconsin Regions of MidWestOne Bank and is based in Golden Valley, Minnesota.  Sean is a career wealth-management professional with over 20 years of experience leading specialized teams to meet the unique financials needs of individuals, families, foundations, and businesses.  Sean believes the success of any professional relationship lies in sharing a clear understanding of values, goals, and objectives; and in engaging dialog supported by a systematic process for delivering personalized information and results.  Sean has called Minnesota his home for almost 20 years, and he embraces the amazing outdoor life that the Upper Midwest provides.  He and his family can often be found walking the dog on the local trails or hiking and camping the state parks all year long‒yes, all year.  Sean was raised in the seaside town of Duxbury on the south shore of Massachusetts.  He and his older brother grew up on the beach in the summer and played sports, especially ice hockey, the rest of the year.  Sean was fortunate to earn an undergraduate degree while playing varsity ice hockey for Harvard College in Cambridge, Massachusetts.  His Bachelor’s Degree in Environmental Science and Public Policy has fueled a lifelong commitment to appreciating and advocating for our natural resources. Sean believes in bringing an adventurous spirit into everything he does. Sean's core values  include fitness, nature, learning, authenticity, mindfulness, and acceptance.

Thais Winkleblack began her career as a community banker with MidWestOne Bank in 1998.  She helped to create the Private Banking Department at MidWestOne Bank in 2005.  Her work in wealth management often focuses on the practicalities of financial planning and the complexities of family relationships, and how to bring continuity to these two important facets of our lives.  She excels at project management and uses her expertise to help individuals and organizations identify their goals and create a plan to meet them.  She is a graduate of the Iowa School of Banking and the Graduate School of Banking at Colorado; she holds a B.A. in Russian from Grinnell College. She is passionate about the community in which she lives and works and is involved in a number of area organizations.  Some highlights of her community engagement are: Past President of the Iowa City Foreign Relations Council, Past President of the Iowa City Noon Rotary Club, Past Chair of Women Build (Iowa Valley Habitat for Humanity) for two consecutive years, and a founding member of the Executive Council of 5224Good--a learning and giving circle in Johnson County.

Valerie joined the trust department in May of 2014. She enjoys helping clients with their IRA and trust needs. She grew up in Dubuque where she graduated with a bachelor’s degree from Clarke University in 2009. In her free time, she enjoys spending time with her family and traveling to places that offer a great view of the mountains or ocean.