For Guidance With Trust and Wealth Management Matters?
I graduated from Ft Hays State University with a Business degree and Washburn University School of Law with a JD. I later completed the National Graduate Trust School thru the American Bankers Association at Northwestern University.
I have nearly forty years of experience managing trust/wealth management organizations, ranging in size from a start up with no assets to a trust company with 30 employees, five locations and $650 million in managed assets...and finally as a senior wealth management executive in a large regional banking organization with over $35 billion in managed assets. Business lines managed include personal trust, managed investment advisory, estate planning/managment and fee only financial planning.
I have extensive experience teaching wealth management skills as well as setting education guidelines and implementing same. I have been active at both the state and federal level developing legislation pertinent to the wealth management area and lobbying for same. During my career I have been called upon numerous times to provided expert witness assistance in legal cases pertaining to trust, estate and investment matters.
The trust/wealth management business has been very good to me for 40 years. I am blessed to have the opportunity to share my knowledge and expertise with those who are attempting to navigate the very complex and ever changing issues in this business.