Kevin serves as Executive Vice President of Wealth Management for Cedar Rapids Bank & Trust. Prior to joining CRBT in 2010, Kevin worked for regional banks in the Twin Cities area where he served as Vice President and Personal Trust Manager. With nearly 30 years of experience in financial planning, investments, and trust administration, Kevin is able to utilize his extensive knowledge of Wealth Management services to help his clients prepare for the future with confidence. Whether a client’s goals are to see the world, give back to the community, or to provide their family with financial security, Kevin’s approach of dedicated personal service and expertise can help customize a comprehensive asset and investment management plan to suit any client’s needs.

Kevin is actively involved in the Cedar Rapids community. He currently serves as vice chair of the Red Cross South and Eastern Iowa Chapter, and is a member and the past president of Cedar Rapids Area Estate Planning Council. He previously served on the board for Big Brothers Big Sisters, and is a past treasurer/board member for Juvenile Diabetes Research Foundation (JDRF) of Eastern Iowa.

Deborah J.L. Gertsen serves as Senior Vice President of Trust and Investments at Cedar Rapids Investment Consulting and is a LPL Financial Corporation (LPL) Consultant. In September 2003, Deb joined Cedar Rapids Investment Consulting, in conjunction with Cedar Rapids Bank & Trust, and offers her clients nearly 40 years of experience in the financial services industry. Deb uses a comprehensive wealth management approach that considers investments, taxes, insurance, wealth transfer, etc. to help each client develop and implement a plan to meet his/her financial goals. Deb provides overall investment management, retirement planning, including accumulation and distribution, and estate planning.

Deb is active in the Cedar Rapids community. She is a board member for the Student Investment Advisory at Coe College, a trustee for Horizons, as well as a board member and serves on multiple committees for United Way. Deb is also the board treasurer (previously chair) for the Meth-Wick Community and board chair for Kirkwood Community College Alumni and Friends Council.

Rand Westlund, CFA, serves as the Chief Investment Officer (CIO) for Cedar Rapids Bank & Trust. In his CIO capacity, he is responsible for overall asset allocation and equity investment research. Under his direction, the Trust Department manages institutional and personal portfolios using individual securities and mutual funds covering both the fixed income and equity markets. He is responsible for the investment portfolios of Cedar Rapids Bank & Trust and Quad City Bank & Trust. Formerly, he served for five years as the CIO at USBANCORP Trust and Financial Services Company (UBAN), a $1.6 billion asset-under-administration trust entity in Johnstown, PA. Prior to joining UBAN, he was Vice President at Mark Bailey and Company, a private investment manager in Grand Rapids, MI. Rand graduated Magna Cum Laude from Bethel College in St. Paul, MN, with a degree in mathematics and minors in education and physics. He received his Chartered Financial Analyst (CFA) designation in 1991.

As Senior Vice President and Trust Officer for Cedar Rapids Bank & Trust, Rick is responsible for trust and estate administration, with a specialty in helping diverse and complex family relationships establish the best approach to estate planning. Rick combines his trust and legal expertise, along with his commitment to delivering personal service, to provide his clients with comprehensive financial planning to meet their unique goals.

Prior to joining Cedar Rapids Bank & Trust, Rick most recently led the Trust Division and Wealth Management at Guaranty Bank & Trust (now CRBT). Rick graduated summa cum laude from Mount Mercy College (now Mount Mercy University) with a bachelor’s degree in science, and a juris doctorate degree with distinction from the University of Iowa College of Law.

Rick is actively involved in the community. He currently serves as a board member for Wheelchair Ramp Accessibility Program (WRAP) and endowment board member and directors staff for El Kahir Shrine. Rick also serves as a member of Cedar Rapids Estate Planning Council (past board member), United Way Resource Management Committee, Kirkwood Alumni Leadership Council, Society of Financial Service Professionals – Eastern Iowa Chapter (past president).

As Vice President at Cedar Rapids Bank & Trust, Sara is responsible for administrating agency, trust, conservatorship and estate accounts, and overseeing retail individual retirement accounts. Sara joined Cedar Rapids Bank & Trust with over 32 year of trust experience. Prior to joining Cedar Rapids Bank & Trust, Sara was Vice President & Trust Officer at Guaranty Bank & Trust (now CRBT). Sara graduated with a bachelor’s degree in finance from Mount Mercy College (now Mount Mercy University).

Sara is one of the original members that started the non-profit, Senior Guardian Project. She is past president of Aging Services and the Greater Cedar Rapids Community Foundation, along with several other boards in the community. She enjoys delivering Meals on Wheels and participating in the United Way Day of Caring.

As Trust Officer at Cedar Rapids Bank & Trust, Joana is responsible for administrating agency, trust, conservatorship and estate accounts. Joana joined Cedar Rapids Bank & Trust with nearly 10 years of banking experience. She graduated with a bachelor’s degree in finance from Mount Mercy University.

Joana is actively involved within the community. She serves on the the social justice sub-committee for St. Elizabeth Ann Seton and provides child care through YPN. She previously volunteered as a youth soccer coach through the YMCA.

As an investment officer for Cedar Rapids Bank & Trust, Mitchell works with clients by managing their investment portfolios, as well as security research and analysis. As a member of the investment group, Mitchell works to provide ongoing due diligence of investments, as well as management of our preferred equities and mutual funds. Mitchell is a graduate of the University of Northern Iowa in Cedar Falls, Iowa, where he earned his bachelor’s degree in both finance and real estate.

Mitchell enjoys participating in the lunch buddy program through Big Brothers Big Sisters.

As a investment officer for Cedar Rapids Bank & Trust, Andrew works with clients by managing their investment portfolios, as well as security research and analysis. As a member of the investment group, Andrew works to provide ongoing due diligence of investments, as well as management of our preferred equities and mutual funds. Andrew received his bachelors degree from Augustana College and his MBA from Western Illinois University. In 2019, he earned his designation as a Chartered Financial Analyst (CFA).

Andrew is active in the community and has volunteered with Junior Achievement, Operation Read, and United Way Day of Caring.