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
    Nilius joined United Bank & Trust in 2017. Nilius is a graduate of Iowa State University with a Bachelor’s Degree in Finance and has more than 7 years of financial and investment experience. Prior to joining United Bank & Trust, he worked for Edward Jones Investments as a Financial Advisor. Nilius currently holds the Series 7 and 66 licenses and the State of Iowa Life Insurance License. Nilius has been involved in the Boone Kiwanis Club, Ankeny Christian Academy Assistant High School Basketball Coach and Community Baptist Church Member.
  • 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. Curt enjoys bridge, exercising, traveling, and a good book. As an active member of the community, Curt is involved in United Way, M.E.D.I.C., Auditorium Foundation, and Elmwood Boards. Curt also belongs to Elmwood Country Club and is a Marshalltown Rotary Member.
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