Our Private Banking Team

Shelly is Senior Vice President of Wealth Management and offers over 30 years of banking experience and extensive knowledge of the Cedar Rapids area. She has proven to be an invaluable partner through her exceptional and responsive client service. Her blend of banking know-how and dedication to personal service make her a valued and trusted banker. Shelly understands her clients’ financial objectives and strives to make them a reality.

Shelly is actively involved in the community. She serves the board of directors for Junior Achievement, and on committees for United Way and the American Heart Association.

In her role as First Vice President of Private Banking at Cedar Rapids Bank & Trust, Lori is committed to delivering exceptional client service. With over 25 years of banking experience within the Corridor, Lori has become a valued asset to both clients and the bank. Prior to joining CRBT in 2017, Lori served as Vice President of Business Banking, as well as Consumer Banking Manager at another local bank. Lori’s vast understanding of banking solutions allows her to collaborate with clients to reach their short- and long-term goals.

Lori is an active volunteer within the community. She currently serves on the Go Red for Women Executive Leadership Committee for the American Heart Association, helping to promote heart-health awareness throughout the area. She also serves on the board for Friends of Czech Village, which promotes the businesses and various events in Czech Village, including Houby Days, Czech Village Blues, and Czech Village Roundhouse Revival Campaign. Previously, Lori served as a team captain and volunteer for the Especially for You® Race Against Breast Cancer.