Carlson Group Placement: Bank Iowa President/CEO Announcement, Succession Story

I wanted to share some news with you — the kind that reminds me why this work matters.

In 2012, Carlson Group recruited Jim Plagge to lead Bank Iowa when it was a $1.1 billion community bank. Over the next 14 years, Jim more than doubled the bank to $2.4 billion in assets, achieved record earnings, and built something genuinely special in Iowa’s banking community.

This year, as Bank Iowa celebrates its 50th anniversary and Jim prepares for a well-earned retirement, the Board brought us back — to help find his successor.

We’re proud to share that Jason Herrboldt has been named President and CEO of Bank Iowa. As highlighted in Bank Iowa’s announcement, Jason is an outstanding banking leader and we can’t wait to watch him lead the bank into the future. Congratulations to both Jason for being selected for this exceptional opportunity, and for Bank Iowa in landing an exceptional banking talent!

This succession is a story we’re proud to be part of — and it reflects what we’ve tried to build at Carlson Group over the years: deep relationships, long-term outcomes, and placements that exceed expectations and stay for the long haul.

Gregg Carlson, Managing Partner