We will be CLOSED Monday, September 2, 2024 in observance of Labor Day.
Any transactions after closing Friday, August 30, 2024 will post to your account on Tuesday, September 3, 2024.
*This affects all wires & ACH transactions.
WE ARE UPGRADING ONLINE & MOBILE BANKING SEPTEMBER 18, 2024 – LEARN MORE
*IMPORTANT UPDATE FOR QUICKEN/QUICKBOOKS USERS CAN BE FOUND HERE*
Jessica is a Certified Private Wealth Advisor® with 20 years of investment management experience. She serves families by providing highly customized financial plans & investment advisory services and her CPWA® designation broadens her expertise into more complex planning areas such as tax planning, charitable strategies, and wealth transfer. Jessica loves the challenge of connecting the dots in a client’s financial life to maximize their financial future.
“Wealth is not about having a lot of money, it’s about having the freedom to make choices and to contribute to what is most meaningful in your life”
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.
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