Paige holds the Chartered Financial Analyst® and Chartered Alternative Investment Analyst designations and recently passed the CFP® exam. She has 18 years of investment management experience. Between working for a college endowment and being part of a family-owned business, she is passionate about helping both families and small businesses maximize their growth and reach their goals. She enjoys digging deep into the complexities that small businesses face such as retirement plans, tax-efficient strategies, and succession planning. Paige’s investment background and extensive nonprofit endowment experience uniquely position her to serve nonprofits and charitably inclined individuals.
Candidate for Certified Financial Planner® Certification – Certified Financial Planner Board of Standards, Inc.
Check out the background of our investment professionals on
You are advised to not include sensitive or confidential information (i.e. Social Security #, account #’s or pass code ID information etc.) within any “unencrypted” email communication. Please be advised that contact forms are received during normal business hours. If you have not received a response within 48 hours, please call us at 641-260-2496.
Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Grinnell Wealth Management and Grinnell State Bank are not affiliated with Cambridge.
We want to make banking easy for you with 24/7 access to your accounts and convenient access to services. Have 24/7 access to all of the following without having to step foot in the bank:
You are accessing a printable version of our Electronic Funds Transfer.
You are accessing a printable version of Grinnell State Bank’s Online Banking Terms and Conditions. There are hyperlinks appearing within the document to access additional bank policy information referenced by the link. The links are for reference only, please contact the bank directly to request a copy of the referenced information.
