Trust Services

First American Bank is now GreenState Credit Union!

We are pleased to serve First American Bank clients with their Trust and Banking needs. We want to assure you that this transition will be made as seamless as possible. You will continue to work with the same team that you know and trust as GreenState Trust Services, while at the same time having access to additional expertise through GreenState's partnership with Members Trust Company.

Wealth Management Trust Services

Chris Cassidy Photo

Chris Cassidy
Managing Director - Head of Wealth Management
chriscassidy@greenstatewm.org
(319) 358-5631

Susan Ahlers Leman, JD Photo

Susan Ahlers Leman, JD
Senior Trust Officer
susanahlersleman@greenstate.org
(515) 955-0606 │ (515) 835-1419

Beth Wurth, CTFA Photo

Beth Wurth, CTFA
Trust Officer
bethwurth@greenstate.org
(515) 440-6912

Jessica Davie Photo

Jessica Davie
Trust Administrator
jessicadavie@greenstate.org
(515) 955-0603

Carla R.M. Hughes, JD, CTFA Photo

Carla R.M. Hughes, JD, CTFA
Trust Administration & Compliance
carlahughes@greenstate.org
(515) 608-5927

Jason Ritzenthaler, CFA, CFTA Photo

Jason Ritzenthaler, CFA, CFTA
Co-Chief Investment Officer


Chris Morgan, CF Photo

Chris Morgan, CF
Portfolio Manager


GreenState Trust Services is a trade name used by MEMBERS® Trust Company under license from GreenState. Trust services are provided by MEMBERS® Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. This is for informational purposes only and is not intended to provide legal or tax advice regarding your situation. For legal or tax advice, please consult your attorney and/or accountant. Trust products not federally insured, not subject to credit union or affiliate guarantee, and may lose value.