Jim Andersen as new fiduciary officer and assistant vic

TS Prosperity Group announces new hire

May 20, 2021 | TS Prosperity Group

Council Bluffs, IATS Prosperity Group, the fiduciary and institutional investment management services trust division of TS Banking Group, is pleased to announce Jim Andersen as fiduciary officer, assistant vice president.

Andersen, originally from Long Island, New York, has over five years of pension plans and retirement service experience and possesses a B.A. in psychology from The State University of New York Old Westbury. He relocated to the local area in October 2020 while doing a residency at Creighton University Business School, working in the negotiation and conflict resolution program. Andersen is a member of the charitable organization, Lay Fraternities of St. Dominic and is engaged to be married in the fall of 2021. In addition, he enjoys hiking, sightseeing and traveling.

Andersen stated, “it was the company values of integrity and authenticity that attracted me to join, and it's the company’s mission to put the clients’ and community’s interests first that makes me want to contribute to the future.”

TS Prosperity Group services include the management of trusts, estates, and conservatorships, along with investment management, retirement planning and estate planning. TS Prosperity Group is a division of TS Banking Group, a community banking group headquartered in Treynor, Iowa, representing over $1 billion in banking and fiduciary assets across Iowa, Illinois and North Dakota.

Recently, the company acquired Callahan Financial Planning. This partnership doubled the size of the combined businesses to an estimated $450 million in assets under management and help the firms provide trustee services, enhanced tax planning and improved technology to clients. 

For more information on TS Prosperity Group, visit tsprosperitygroup.com.