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Lawrence Office

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Garrett gray SQ

Garrett Jackson, CFP®, AFFP

Assistant Vice President, Trust Officer & Wealth Advisor

Mike D gray SQ

J. Michael Davies, J.D.

Senior Vice President and Trust Officer

Michael Carlisle SQ

Michael Carlisle, MBA

Vice President and Trust Officer, Investment Committee Chair

Alex Bertz

Alex Bertz, J.D.

Trust Officer & Wealth Advisor

Jennifer Mohney

Jennifer Mohney

Estate Settlement Officer & Account Administrator

Sandra Studley SQ

Sandra Studley

Account Administrator & Receptionist

Tammy Bennett

Tammy Bennett

Account Administrator


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As a new retiree on TIAA–CREF, The Trust Company was a very welcome local planning resource. If you want expert financial advice and management backed by on-site professionals, look to these folks. Expertise in financial planning is their hallmark, and we recommend The Trust Company to our friends.

G.S. – Manhattan, Kansas


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