Lawrence Office

Garrett Jackson, CFP®, AFFP

Assistant Vice President, Trust Officer & Wealth Advisor

J. Michael Davies, J.D.

Senior Vice President and Trust Officer

Michael Carlisle, MBA

Vice President and Trust Officer, Investment Committee Chair

Jennifer Mohney

Estate Settlement Officer & Account Administrator

Sandra Studley

Account Administrator & Receptionist

Tammy Bennett

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