Wealth Management

Wealth Management

First Point Wealth Management offers financial planning, investment management and trust services tailored for every situation and every life stage.  We invite you to experience the First Point difference, click here to learn more.

First Point

  • Sara Lehman Erik Nilius Wealth Management Advisor
    Erik joined United Bank & Trust in 2017. Erik is a graduate of Iowa State University with a B.S. in Finance and a graduate of Cannon Trust School. Prior to joining United Bank & Trust, he worked for Edward Jones Investments as a Financial Advisor. Erik currently holds the Series 7 and 66 licenses. He and his wife, Erica, live in Marshalltown and have three children. Erik is involved with Junior Achievement, Vision Marshalltown and the Marshalltown Area United Way, serving as the Campaign Commercial Co-Chair.
  • Curt Hoff  Curt HoffPresident/Trust Officer
    Curt enjoys adding value and being a helper to build trusted relationships. He loves the challenge of continuing a solid reputation and unmatched service in the Wealth Management and Trust area. Curt is originally from Conrad. He received his B.A. from the University of Northern Iowa and M.B.A. from Iowa State University. Curt's wife, Linda, is a nurse with McFarland Clinic and the couple has two daughters. In his spare time, Curt enjoys spending time with his grandchildren, playing bridge, traveling, and reading good book. As an active member of the community, Curt is involved with Marshall Economic Development, and the Community Auditorium Foundation. Curt also belongs to Elmwood Country Club and is a Marshalltown Rotary Member.

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