At The Trust Company, we often say our work is about walking alongside clients through life’s biggest decisions. For me, one of the most important influences in how I approach that responsibility has…
Read more
The Trust Company Investment Committee: (L to R) Grant Kohlmeier, Katie Seay, Michael Carlisle, Preston Schotte, Mark Knackendoffel, & Toby…
What is a credit report?A credit report is a detailed record of your credit history. Your credit report could be considered your “Financial Transcript.” Maintained by credit reporting agencies or…
By: Mark Knackendoffel, Founder & CEO and Michael Carlisle, Vice President & Investment Committee Chair THE…
As we observe President's Day, it offers a unique opportunity to reflect not only on the leadership and legacies of the United States' Commanders-in-Chief but also on the substantial impact…
In the dance of life, love and finances are often intertwined in a delicate balance. As Wealth Advisors and Certified Financial Planners, we've seen firsthand how managing finances can either…
2023 Markets in ReviewBy: Mark Knackendoffel, Founder & CEO and Michael Carlisle, Vice President & Investment Committee Chair…
Roth IRA Conversions might be good for those who are in a position where the taxes they are paying currently are lower than the total amount of taxes that would be paid on traditional IRA withdrawals…
By Kale Terrill, Associate Trust Officer & Wealth Advisor From a very early age, my father stressed the importance of financial prudence and stability. Whenever we went to a store, there was…
By Mark Knackendoffel, CEO It has now been more than a year since the Covid-19 pandemic began. I suspect most of us have spent the past twelve months longing to travel and enjoy a vacation…
Our advisors are passionate about helping people achieve financial peace of mind. Contact us today to get the conversation started.
Contact Us Today
