Our People
Focuses on financial planning and retirement planning for clients. As a member of the Wealth Planning
Group, Phil also assists clients with social security, estate and tax planning.
Over 30 years in the trust and investment management business
Over 25 years as a presenter for Hallmark Cards at quarterly retirement planning seminars
BS in Business Administration, University of Kansas
BS in Mechanical Engineering, University of Kansas
CERTIFIED FINANCIAL PLANNER (CFP)™ CERTIFICATION
Estate Planning Society of Kansas City, Member
Catholic Charities Foundation - Kansas City and Saint Joseph Missouri, Past Board Member
Catholic Charities - Kansas City and Saint Joseph Missouri, Past Investment Committee Member
Provided numerous Financial Planning and Estate Planning seminars for members of a Large National Doctors group
President
Trust Officer
Senior Vice President, Trust Officer
Vice President, Trust Officer
Vice President, Trust Officer, Wealth Planning Executive
Executive Vice President, Trust Officer
Senior Vice President, Trust Officer
Vice President, Trust Officer
Senior Vice President, Trust Officer
Trust Officer
Senior Vice President, Trust Officer
Assistant Vice President
Trust Officer
Vice President, Trust Officer
Vice President, Trust Officer
Vice President, Trust Officer
Senior Vice President, Trust Officer
Senior Vice President, Trust Officer
Senior Vice President, Trust Officer
Consultant
Vice President, Trust Officer
Vice President, Trust Officer
Vice President, Trust Officer
Vice President, Trust Officer