Marysville Office

Heather Culwell, MS, CFP®

Vice President, Trust Officer & Branch Manager

Sydney Chyba

Financial Planner

Lisa Ost-Beikmann

Account Administrator

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

Heather Culwell, MS, CFP®

Sydney Chyba

Lisa Ost-Beikmann

Schedule a Free Consultation