Thais Winkleblack Email & Phone Number

I am passionate about helping clients to design plans that fit their personality, values and goals. I leverage resources for my clients by connecting them with other experts in a variety of areas related to financial planning. I head our Trust Services team and love the challenge of helping my professional colleagues achieve their career goals while taking amazing care of clients.Specialties: Connecting people with people, big picture financial planning, communication, following up on the plan once it is in place. Working with families with caring and compassion to look for solutions to sometimes very complex issues. Leading teams and helping create strategies for scalability and growth.Personal interests: I love being in the outdoors, walking my dogs, photographing birds and wildlife, and enjoying time with family and friends. I enjoy international travel for fun as well as for volunteer work, and I have gone on several trips with the Iowa Miles of Smiles Team to Huehuetenango, Guatemala. I am a proud Rotarian and avid volunteer. Two of my beloved volunteer organizations are 5224GOOD (a learning and giving circle in Johnson County) and the Iowa City Foreign Relations Council.

Listed skills include Finance, Banking, Loans, Small Business Lending, and 37 others.