Erick KephartTrust Officer, VP563-382-1556EKephart@DecorahBank.com

We all want to leave a legacy. With over a decade of experience in Trust and financial services, Erick believes that proactive planning is key to creating your legacy and saving your family time, energy, and money. Erick’s passion is helping individuals identify their goals and utilizing the available tools to achieve them.

Experience & Education• Loras College, B.A. in Business Management – 2005• Life and Health Insurance Licenses in IA

Professional Associations• Iowa Trust Association

Community & Family• Riverview Center of Northeast Iowa Board of Directors: 2017 – Present, Board Chair: 2019 – 2020, Board Vice-Chair: 2018 – 2019, Operations and Administration Committee: 2018 – Present, Finance Committee: 2017 - Present• Decorah Area Chamber of Commerce • Married to Chelsey Kephart, 3 children – Adilynn, Fitzgerald, & Truman• Enjoys golfing, spending time outside with family, watching Cubs baseball, as well as any Hawkeye sporting event

Helping people accumulate, preserve, and transfer wealth.

Our Commitment to YouOur clients’ interest come first.

By serving you well, we will also succeed.

Trusts can provide a wide range of benefits, including:

Protecting your privacy and allowing you the level of involvement and control you want.

Relieving you of as many or as few of the day-to-day tasks of managing your wealth as you choose.

Minimizing estate and gift taxes.

Ensuring your assets are professionally managed should you become incapacitated.

Helping avoid delay and publicity of probate when your estate passes to heirs.

Serving as an outside third party to reduce anxiety and friction that too often results from placing trustee responsibilities on family members.

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