2025: A year of client-focused progress for First National Wealth Management

2025 marked a year of meaningful progress and deeper client relationships for our First National Wealth Management team.
From family office services and financial planning, to personal trust and retirement planning, we remained focused on one thing: helping you move closer to your goals with thoughtful guidance and steady support.
For more than a century, families, individuals, and institutions have trusted us to guide them through changing markets and life stages, and the past year reaffirmed how we are upholding our commitment to you.

As we reflect on 2025, we are grateful for the trust you place in us and are proud of the role we continue to play in building, protecting, and sustaining your financial future.
A year of client-focused progress
Above all, we continued to prioritize the client experience in 2025, guided by our core values of Innovation and Teamwork.
Innovation drives us to explore new tools and approaches that make interactions smoother and more personable, from streamlined operations to tailored investments that support our clients’ goals and aspirations.
For us, innovation is not about change for the sake of change; it is about continually improving how we serve our clients and ensuring that you feel informed, confident, and supported.

Just as important is how our growing team of nearly 40 wealth management professionals works together on your behalf.
By strengthening collaboration across disciplines and bringing diverse perspectives to the table, we can ensure that each client benefits from a coordinated, holistic approach.
This emphasis on teamwork allows us to anticipate needs, solve challenges more effectively, and deepen client relationships.
Growing our family office services division
Launched in 2023 to meet the unique needs of ultra-high-net-worth families, FNB Reserve continues to grow and thrive.
We now serve 18 families with personalized family office services and manage more than half a billion dollars in assets.

Joining Paula Bindert and Sarah Hogg this year was Greg Nelson, our newest Family Office Advisor.
In addition to expanding the team, we are excited to now include tax and business exit planning services with our in-house expertise.
Through this integrated approach, we take the time to understand each family’s story and to deliver customized services that evolve with changing priorities, life stages, and legacy goals.
New milestones for Common Cents on the Prairie™
In January 2025, we were fortunate to celebrate the five-year anniversary of our personal finance podcast, Common Cents on the Prairie.

When we launched the podcast back in 2020, I never imagined what it would become — or the impact it would have on the wealth management space.
Thanks to our listeners, we celebrated two more podcast milestones last year.
75,000 Downloads
After six years and 72 episodes, Common Cents on the Prairie has been watched or listened to more than 75,000 times!
Whether you have listened to every episode or only a few, I appreciate you taking the time to tune in and help us normalize conversations about money.
We just launched Season 8 with a great episode featuring former CEO Steve Scheel, but I invite you to also revisit our most popular episodes from 2025:
- From CEO to Public Servant ft. Mayor Paul TenHaken
- The Finances of Family Farms ft. Darren Hefty
- Climbing the Wealth Ladder ft. Nick Maggiulli
Luminaries Award Winner
We are proud to share that in December, First National Wealth Management won the 2025 ThinkAdvisor Luminaries award for Thought Leadership and Education.

Receiving this award is recognition of our commitment to making financial conversations more accessible, especially through our podcast.

This is the third year in a row that First National Wealth Management has been nominated for a national award.
Earlier in 2025, we also were a finalist for the WealthManagement.com Industry Awards, “the Wealthies,” in the Investor-Focused Podcast category.
Investing in a prosperous 2026
Moving into 2026, our team remains committed to thoughtful growth and strengthening the personalized relationships we share with our clients.
As a fiduciary, we are legally bound to put your interests first, providing unbiased advice designed to serve you and the people who matter most to you.

We will continue investing in innovative tools and collaborative teamwork to deliver experiences that feel truly tailored to you and your family’s unique journey.
We are also excited to expand our family office services through FNB Reserve, providing even more comprehensive support for ultra-high-net-worth clients navigating accumulation, preservation, and legacy goals.
Thank you for the trust you place in us. Here is to a prosperous year ahead.
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