Meet Our Staff

Home Wealth Management Meet Our Staff
Jeff Conrey photo 47.0 kB  Jeff Conrey, CTFA | Vice President & Trust Officer
   jeffc@firstiowa.bank| 319.242.7945 (call or text)
            • Bachelor of Arts Degree in Business & Marketing from Wartburg College
            • Honors Graduate of Cannon Financial Institute’s Personal Trust School
            • Certified Trust & Financial Advisor
            • Over 25 years of Trust and Investment Service experience
            • Wartburg College Planned Giving Advisory Council
            • Black Hawk County Estate Planning Council
 
LuAnn Ray photo 49.4 kB  LuAnn Ray, CTFA | Vice President & Trust Officer
   luannr@firstiowa.bank | 319.242.7947 (call or text)
            • Honors Graduate of Cannon Financial Institute’s Personal Trust School
            • Certified Trust & Financial Advisor
            • Over 30 years of Trust and Investment Service experience
            • Cedar Valley Senior Connections
            • Cedar Valley Hospice Friends Committee
 
Joan Rice photo  Joan Rice | Trust Officer
   joanr@firstiowa.bank | 319.249.5473 (call or text)
            • Bachelor of Arts Degree from Upper Iowa University in Business Administration and Human Resources
            • Graduate of Cannon Financial Institute Personal Trust School
            • Over 25 years of Trust Administration and Operations Experience, with 31 total years in the financial services industry
            • Waterloo Downtown Rotary Club
            • Cedar Valley Senior Connections 
 
Jennifer Staines photo 53.6 kB Jennifer Staines, CTFA | Trust Officer
   jennifers@firstiowa.bank | 319.242.7946 (call or text)
            • Associate of Science Degree from Iowa Western Community College
            • Graduate from Cannon Financial Institute’s Personal Trust School
            • Certified Trust & Financial Advisor
            • Over 25 years of experience in the financial services industry
            • Volunteer for NE Iowa Food Bank Mobile Food Pantry 
 
 
Terri Claussen photoTerri Claussen | Assistant Trust Officer
   terric@firstiowa.bank | 319.249.6584 (call or text)
            • Graduate from Cannon Financial Institute’s Personal Trust School
            • Over 7 years of Trust & Investment Services experience
            • Over 20 years in the financial services industry
 
 
 
Lindsay Morgan photo 47.1 kB Lindsay Morgan | Trust & Banking Services Officer
lindsaym@firstiowa.bank | 515.293.4907 (call or text)
            • Associate of Arts Degree from Iowa Central Community College
            • Over 20 years in the financial services industry
            • Extensive experience with the management of IRA’s, HSA’s and Trust Accounts
            • Our Foundation for the Future Board Member