Wealth Management Resources

Wealth Management at your fingertips!

You can now manage your investments in our First Wealth Management mobile app. Download in your app store today!


Meet our Team

  • Julie Cassavaugh

    Executive Vice President and Manager, First Wealth Management

  • Jason Walker

    Senior Vice President, Manager of Wealth Partnerships

  • Brian Schmidtberger

    Senior Vice President, New Business Officer

  • Tim Givan

    Senior Vice President, Senior Trust Officer

  • Eli Sallman

    Senior Vice President, Senior Investment Officer

  • Marc Ronan

    Vice President, Portfolio Manager

  • Shane McCall

    Vice President, Trust Officer

  • Sherri Gormley

    Vice President, Trust Officer

  • Gina Mansel

    Vice President, Personal Investments, Trust Officer

  • Rob Bonham

    Assistant Vice President, Relationship Manager

  • Jill Jones

    Trust Officer, Trust Operations Manager

Wealth Management Disclosure
Not FDIC Insured No Bank Guarantee May Lose Value