Columbia Office

Tennille Lester, CFP®

Vice President, Trust Officer and Wealth Advisor

Katelyn Levesque

Financial Planner

Jenny Morrison

Account Administrator

Thank you very much for meeting with us to review our financial situation and retirement plan. The clarity, focus, and organized plan, along with your advice and analysis, are exactly the kind of help I was looking for. The personal impact of it all, and the emotions and concerns that it triggers, made the whole process kind of overwhelming for me. The unemotional third-party expertise that you bring to the table has helped my comfort level immensely. We're very pleased with what you've done for us so far, and we look forward to working with you as we proceed through this new phase of our lives.

Doug – Manhattan, Kansas

Tennille Lester, CFP®

Katelyn Levesque

Jenny Morrison

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