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Wealth Mgt Team
Integrated Financial Resources (IFR)
Trust Services
Kelli Johnson, CFP®, CSA®
Vice President /
Trust Officer &
Director of Financial Planning
main bank - burlington
John Wagner, JD, MBA
Senior Vice President /
Senior Trust Officer
main bank - burlington
Brokerage Services
Mike Schwenker, CLU, ChFC
Four Points Program Manager /
Financial Consultant
west burlington branch
