Meet Our Professionals

  • Don Warren

    Brokerage Services Manager

    Investment Representative

    563.589.0831 or 800.373.1841

    Don Warren is responsible for the administration of American Trust Brokerage Services. Don also manages the American Trust Brokerage Services office located at 895 Main Street. Don graduated from Iowa State University, Ames, Iowa, and has been in the financial services industry for over 15 years. Don holds the FINRA Series 7 and 63 securities registrations and Iowa, Wisconsin, and Illinois life insurance licenses.

  • Kim Snook, CFP®, CRPC®

    Investment Representative

    563.583.5759 or 800.373.1841

    Kim Snook manages American Trust Brokerage Services at our Kennedy Road and Dyersville offices. Kim graduated from Iowa State University, Ames, Iowa, and has been in the insurance and financial services industry for over 20 years. Kim holds the FINRA Series 7 and 63 securities registrations and Iowa and Wisconsin life insurance licenses. Kim obtained the Certified Financial Planner designation in 1995 and the Chartered Retirement Planning Counselor designation in 2007.

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    Teri Lawson

    Brokerage Operations Coordinator

    563.582.1841 ext. 331 or 800.373.1841

    Teri Lawson assists in the administration of the entire American Trust Brokerage Services program. Teri graduated from Clarke College, Dubuque, Iowa, and has been in the financial services industry for over 16 years. She holds the FINRA Series 7 and 63 securities registrations and an Iowa life insurance license.

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    Robert W. Eager

    Investment Representative

    563.585.5704 or 800.373.1841

    Bob Eager manages American Trust Brokerage Services at our Asbury Road office. Bob holds an MBA degree from Fairleigh Dickinson University, Teaneck, New Jersey and a Bachelor of Arts degree in Economics from North Carolina State University, Raleigh, North Carolina. Bob holds the FINRA Series 7 and 63 securities registrations.

  • To learn more about PrimeVest, visit their web site at www.primevest.com. Or, contact one of our Brokerage Services professionals.

    PrimeVest Financial Services, Inc. is an independent, registered broker/dealer and registered investment adviser. Member FINRA / SIPC. Securities and insurance products offered by PRIMEVEST are: * Not FDIC insured *May go down in value *Not financial institution guaranteed *Not a Deposit *Not insured by a federal government agency.

    View PrimeVest privacy policy and other important information.

    Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.