Expanding Southwest Iowa Wealth Management Firm Promotes Four Employees
By: Madaline McVay
Nov. 5, 2018, Council Bluffs, Iowa – TS Prosperity Group, the wealth management division of TS Bank, has experienced success and growth this year, in not only the Iowa market, but also in the Northern North Dakota and Central Illinois Regions as well.
With the group’s continued growth and expansion of its team, TS Prosperity Group is please to announce the following promotions to its leadership team.
Nolan Cain, TSPG Operations Officer, AVP
Cain started with TS Bank in 2011 holding the positions of Operations Specialist, Accounting Specialist and Operations manager. He later transitioned to the TS Prosperity Group where he has held several different roles including Settlement Coordinator, Project Manager AVP and now Operations Officer AVP. In this new role he will manage all operational systems, projects and vendor relationships ensuring excellent operational support for our clients and internal TSPG staff. Cain has led the day to day systems and processes that run TS Prosperity Group, and has been a vital part in the history of the group’s development of the processes and internal software.
“We’re always looking for better ways to serve our current clients, as well as creating new products and services that may be able to help someone who isn’t yet a client,” said Cain. “TS Banking Group genuinely cares about seeing their clients and employees prosper, and that’s powerful.”
Cody Forbush, Investment Strategist, AVP
While in his former position, Investment Portfolio Strategist, Forbush has led sales and client development for the continuing growth of clients served at TS Prosperity Group. His experience with financial planning, investment portfolio creation and navigating retirement planning is a great asset to TS Prosperity Group.
Now in his new role, Forbush will align more closely with the investment team and clients to serve their needs. As a member of the Investment Committee, clients now have easier access to ask questions about the markets and how they impact the client’s bottom line.
“It is great to work for a company that cares so much about their clients and wants to create a win, win situation for the client to ignite their personal prosperity, said Forbush.”
Jim Koch, Senior Fiduciary Officer, VP
Leading the regulatory and fiduciary areas of the TS Prosperity Group, Koch’s years of experience with policy, regulation and administering accounts are essential in providing fiduciary services. Now with TS Prosperity Group for eight and a half years, past positions Koch has held with the company include Fiduciary Officer and Fiduciary Administrative Officer.
“My goal is to serve clients as if the future of their prosperity plan was my own, providing them with fiduciary leadership and offering them the best investment options to protect their family legacy into the next generation,” said Koch.
Brett Werner, Chief Investment Officer
Joining the company in 2011 Werner is responsible for the proper allocation and risk management of the investment portfolios at TS Prosperity Group, with his main involvement being in developing the current Core Portfolios methods. His experience in fixed income investing, modeling of portfolio risk and returns and analytics background are key variables in maintaining the continuity of the investment philosophies that have built TS Prosperity Group. Werner currently holds a BSBA from Creighton University and has attained the Chartered Financial Analyst designation.
“We believe that while skill and knowledge are valuable for managing the finances of individuals, families, and companies, TS Prosperity’s most important offering is integrity. We choose to manage investments with the mindset of always doing what is in our clients’ best interest,” said Werner. “This means taking time to get to know our clients so we can truly put ourselves in our clients’ shoes, which allows us to best use our skill and knowledge for each client’s benefit. We don’t do this because it’s required by law, we do it because, simply put, it’s the right thing to do.”
TS Prosperity Group congratulates these employees on their promotions, and is confident that these employees will assist the organization in many successful years to come for our clients and the company.
To learn more about TS Prosperity Group and other employees at the company, visit tsprosperitygroup.com.
TS Prosperity Group is a combination of fiduciary services and institutional investment management. The Trust Division - which includes fiduciary services - has been in place for 90 years. The institutional investment management team, developed over the last ten years, is now under TS Prosperity Group, headquartered in Council Bluffs, Iowa. TS Prosperity Group has $245 million in assets under management. Joshua M. Guttau is CEO and Kristi Krayneski is the COO. For more information visit tsprosperity.com.