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.
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.
- Erik Nilius Wealth Advisor
Erik joined United Bank & Trust in 2017. He is a graduate of Iowa State University with a B.S. in Finance and is a graduate of Cannon Trust School. Prior to joining United Bank & Trust, he worked for Edward Jones Investments as a Financial Advisor. Erik is involved with Junior Achievement, the Keystone Fund and is a graduate of the Iowa Valley Leadership Class. He also serves as Treasurer on the 13th Street District board and is a board member of Child Abuse Prevention Services. Erik resides in Marshalltown with his wife and three children.
- Robert ThomasPresident 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.