Wealth Management
Address: 3204 7th Avenue, Marion, IA 52302
Meet Mark Ahlers – A Relationship-Focused Wealth Leader Supporting Families and Nonprofits Alike
Mark is a Senior Vice President, Wealth Management Officer who enjoys building relationships with his customers that allow him to help support them in achieving their financial goals with confidence and peace of mind. Mark specializes in financial and retirement planning for individuals and their families including personal trust administration. One of Mark's passions is supporting non-profit organizations with establishing and administering a variety of funds including endowed, non-endowed, restricted, and non-restricted funds.
As part of the Trust and Wealth Management leadership team, Mark is responsible for guiding the Wealth Management Relationship Officers who work with individuals, families and organizations. Mark and the Wealth Management Relationship Officers work in the client’s best interest to find planning opportunities and efficiencies to help provide them with the sound advice and personal attention they deserve.
Prior to joining the bank, Mark worked in the Trust and Wealth Management Division of a Midwest-based bank. Mark is a graduate of Briar Cliff University in Sioux City, Iowa.
Outside of work, Mark enjoys spending time with his family, exploring nature, and is involved with the Marion Public Library Foundation, Brucemore Board of Trustees, Brucemore Investment Committee, and the United Way of East Central Iowa Planned Giving Committee. Mark is a member of the Cedar Rapids Estate Planning Council, Eastern Iowa Planned Giving, Rotary Club of Marion-East Cedar Rapids, The Catholic Foundation in the Archdiocese of Dubuque and Sons of the American Legion.