RCBA

2021 Officers

Andy Ellis, President
Zach Sheppard, President-Elect
Chuck Lyman, Secretary/Treasurer

Please note the contact at The Trust Company for mailings/dues is now Donna Rose: DonnaR@TheTrustCo.com.

Meeting & Event Dates for 2021

Date	Description
May ___	CLE Ethics Seminar Date, Time, Location TBD

Date

Description

May ___

CLE Ethics Seminar

Date, Time, Location TBD

Downloads

2021 Annual Dues Invoice

File

2021 Annual Dues Invoice

My advisor at the Lawrence office takes a genuine interest in me and he consistently keeps in contact with me. The entire staff knows who I am. My prior wealth advisor experience lacked the personal connection and consistent interaction. I am treated as a VIP at The Trust Company, despite not having the largest portfolio. They’re available when I need to make urgent decisions and they coach me on long-game plans. I found an accountability partner and a coach to reach my goals of early retirement and extensive traveling.

N.W. - Lawrence, KS

2021 Officers

Meeting & Event Dates for 2021

Downloads

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