A couple sitting at a table in front of a laptop.

Wealth Management and Trusts

What stage of life are you in now? What do you want to achieve? What will it take to get there?

We help you understand your options and make decisions. Plus, we stay in touch. Through regular meetings, we continually assess your changing needs and help you plan, invest, and manage your accounts accordingly. Call today to schedule a free financial checkup at 816-358-5000

We can help with:

  • Financial Planning 
  • Portfolio Analysis and Second Opinion 
  • Investment Management 
  • Retirement Plan Consulting 
  • Personalized Banking 
  • Personal Trust Account 
  • Tax Planning 
  • Insurance Analysis
  • Protection in Case of Incapacity
  • Estate Planning
  • Trust Administration

Not FDIC Insured ~ Not Bank Guaranteed ~ May Lose Value ~ Not a Deposit ~ Not Guaranteed by any Federal Government Agency

Our Wealth Management Team
Kim Roam profile photo
Kim Roam
Executive Vice President 
Division Manager
Addam Fera profile photo
Addam Fera
Assistant Vice President
Trust Officer

Dan Hobart
Trust Officer

Walter Wieman profile photo
Walter Wieman
Trust Officer

Phil Heffley profile photo
Phil Heffley, CFP
Vice President
Wealth Planning Executive

Tim Mesecher profile photo
Tim Mesecher
Trust Officer

Tim Sturdy profile photo
Tim Sturdy
Portfolio Manager

David Yost
Patricia McMahan
Heather Marshall
Vice President
Division Manager
Vice President
Trust Officer
Trust Officer