Unique in Our Level of Expertise and Depth
Kristi Krayneski, Director of Client Impact/Chief Operating Officer
Kristi joined TS Prosperity Group in 2007 and today serves as Chief Operating Officer. Kristi works with all departments within TS Prosperity Group (Administration, Operations, Investments, Sales, TS REIS and TS Capital) to help implement strategy, goals and processes for the success of TS Prosperity Group. Kristi was raised in Council Bluffs and a graduate of Lewis Central High School. Kristi is active within the Treynor Community. She has served on the Treynor Little League Board, coached youth sports, and assisted with numerous Treynor Athletic Fundraising events over the past 9 years. Kristi is a graduate of University of Nebraska at Omaha in Management Information Systems. Her work experience includes 8 years investment brokerage operations, 8 years as licensed real estate agent/broker, 15 years as small business owner and 9 years in Operations for TS Prosperity Group.
Brett Werner, Chief Investment Officer
As Chief Investment Officer, Brett oversees the entire TS Prosperity Group investment portfolio. Brett began working for TS Banking Group in 2011, and during this time he has held leadership positions in investment analysis, financial risk management, and client investment management. Much of his time over the last few years has been spent implementing industry best practices and processes in these areas. Werner’s involvement in TS Banking Group has contributed to the development of TS Prosperity Group’s investment management function and the establishment of TS Capital, an affiliated investment firm.
Norm Collins, Tax Manager, Collins Consulting
Norman Collins has owned and managed Collins Consulting Service for over 40 years with experience in individual, corporate, partnership, non-profit and estate tax returns along with accounting and payroll. Norm also worked for several years with a large construction company, a bank and a CPA firm, all in Omaha. With these firms, he managed accounting, payroll, sales tax, subcontract, employment and benefits departments. Currently Norm is Treasurer for his church, Vision Treynor Group Inc., and 4 Corners Days Celebration Group, and along with wife, Donna, he organizes Treynor’s annual celebration. In his spare time, Norm enjoys watching his 4 grandchildren in their school activities, watching sports and working in the yard.
Jim Koch, Senior Fiduciary Officer, VP
Jim joined the TS Prosperity Group in 2010. As a Fiduciary Officer, Jim assists clients in the development and implementation of their individual and family prosperity plans. As part of the team, Jim provides clients with fiduciary account management, focusing on investment agency accounts, IRAs and retirement planning assistance. Jim is a native of north-central Iowa and he earned his Bachelor of Arts from the University of Saint Thomas, St. Paul, MN. Jim’s work experience includes more than two decades of financial and operations management in universities, non-profit organizations and private foundations.
Rich Purdy, CFP®,
Fiduciary Officer, VP
Rich has been with TS Bank since 1984, and currently serves as a Fiduciary Officer with TS Prosperity Group. Rich works with clients in all areas of wealth management and financial planning. Rich obtained his CERTIFIED FINANCIAL PLANNER™ designation in July of 2000. He also provides farm management services to TS Prosperity Group clients, and is a licensed real estate broker. Rich grew up on a farm in southwest Iowa. He is a graduate of Iowa State University, with a Bachelor of Science Degree in Agricultural Business. His work experience includes seven years as a Consultant with the Southwest Iowa Farm Business Association, 30 years as a licensed real estate agent/broker and 32 years of banking.
Mary Jewell, Fiduciary Officer, VP, JD
Mary Jewell serves as a Fiduciary Officer and Vice President for the TS Prosperity Group. She began her career with TS Bank in 2012. Prior to working at TS Bank, she was an agricultural estate-planning specialist for Farm Credit Services and spent 12 years as a trust officer for another regional bank. She spent four years as a planned giving officer for a public foundation and shares her expertise with the Treynor State Community Foundation. She also raised funds for a local non-profit. Mary received her undergraduate degree from the University of Nebraska-Lincoln and her Juris Doctorate from Creighton University. She stays busy with her family of six children and volunteers her time at the Joslyn Castle, the New Cassel Foundation Board, and the Center, in Council Bluffs. She is a member of the Omaha Estate Planning Council and the Nebraska State Bar Association.
Brent Mullen, Fiduciary Officer, AVP
Brent graduated from Northwest Missouri State University with triple major degrees in Business Management, Financial Management, and Financial Services in 2010. He started working for Okey Vernon Bank seven days after graduating and is now with TS Bank after the acquisition of 2016. He has been in the banking industry for seven years, all of which are in the loan officer field.
Jay Myers, Investment Officer, VP
Cody Forbush, CFP® Investment Strategist, AVP
Cody joined TS Prosperity Group in 2017. As an Investment Strategist, Cody sits on the Investment Committee and helps with the research, investment recommendations, and portfolio construction. His role also includes taking the message from the Investment Committee and delivering it to the client in a way that makes sense. He does also does all of the financial planning for TS Prosperity Group clients. Cody comes from a rural farming community in Idaho. He earned a Bachelor’s degree in Business Administration with an emphasis in Investment Science and Portfolio management from the University of Nebraska at Omaha (UNO). He also completed a MBA degree from UNO with an emphasis in Risk Management. Cody is CERTIFIED FINANCIAL PLANNERTM. His work experience includes assisting high net worth clients plan around their goals, and developing an all-encompassing strategy to help accomplish those goals.
Krysta Stevens, Administrative Coordinator
Krysta joined TS Banking Group in 2013 and currently serves as a Client Service Coordinator for the TS Prosperity Group. Since joining TS Banking Group, Krysta has been a member of the Frontline team as well as the Bank Operations team. Krysta is responsible for client service, new client onboarding, accounts payable, and the wire desk. Krysta graduated from Riverside High School in Oakland, Iowa, and attended Iowa Western Community College where she obtained her Associates Degree in Business Administration.
Matt Schuster, Client Service Coordinator
Matt joined TS Prosperity Group in March of 2017, and has been working within the financial industry for 8 years. He has gained experience in financial operations and client service, with past work experience with a mutual fund wholesaler and a worker’s compensation insurer. Matt is a 2009 graduate of Iowa State University, where he majored in marketing. Matt is also a member of Impact CB, a young professionals group of the Council Bluffs Chamber of Commerce which offers professional development, networking, volunteer, and civic engagement opportunities.
Sarabeth Lewis, Operations Manager
Sarabeth joined TS Prosperity Group in March of 2019 and serves as the Operations Manager. She has gained valuable experience working in the financial and investment industry for the past 12 years, where she held several positions at Boys Town. Sarabeth graduated from A-H-S-T High School in Avoca, Iowa. She is currently completing her Associates Degree in Business Administration at Iowa Western Community College.
Audrey Schnitker, Operations Specialist
Audrey Schnitker has been with the TS Prosperity group since April 2019. Audrey was homeschooled from kindergarten through high school, and before joining the Prosperity group, she worked for Mouw Family Chiropractic as head of the financial department for two years with experience in the insurance field. Audrey currently serves as the Accounts Payable Coordinator for the TS Prosperity Group operations team.