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