Trust & Wealth Management
Our client experience will create a complete picture of your current situation and future goals and place you on a path towards achieving your financial objectives!
Team Based Approach
We are committed to your lifelong journey
- Our team helps you navigate the ever-changing market environments
- We strategically align your investments, goals and needs
- Your individual advisor takes an active role in your investments
- Serving as a strategic member of our investment team they play a valuable role
- With a team approach, you benefit from the experience of all of the investment professionals on our team, while receiving personal service from your dedicated portfolio manager
Our Services
Our expertise is built around creating and maintaining the following services:
- Custodial Accounts
- Employee Benefit Plans (401K, Simple IRA, SEP IRA)
- Individual Retirement Accounts (Traditional, Roth)
- Investment Management Accounts
- Retirement & Financial Planning
- Trust & Estate Management
Meet Our Trust Team
We work hard every day to earn and keep your trust.
CHIEF WEALTH OFFICER
SALINA
PHONE: 785-404-2528
A western Kansas native, Brandy earned a BS in Finance from McPherson College, and holds a Certified Financial Planner (CFP) designation. She has over 20 years of experience in the Trust and Wealth Management industry, specializing in trust administration, personal financial planning, and employee benefit plans. Brandy enjoys serving families, individuals, and businesses who are focused on growing, protecting and preserving wealth. Brandy is very active in the community and serves on many local and regional boards.
SENIOR WEALTH ADVISOR
SALINA
PHONE: 785-404-2510
A Bennington native, Dave received his degree from Kansas State University and has been with BSB since 1990. He enjoys working with clients’ overall financial position in regards to setting and working towards their financial planning goals. Dave is active in several non-profits and volunteers with his family in many community projects and activities. When not at work Dave enjoys his family, farm, church and fishing.
WEALTH ADVISOR
SALINA
PHONE: 785-404-2516
David grew up in Salina, graduated from Salina South High School and earned a BS in Financial Planning from Kansas State University. David has half a decade of experience in the financial services industry. His areas of expertise include financial planning, portfolio construction and retirement planning. He enjoys helping clients build wealth and making a difference in his client’s lives. When not at work, David enjoys spending time at the lake with his family and playing baseball with his son.
TRUST OPERATIONS OFFICER
SALINA
PHONE: 785-404-2524
A Salina native, Erica earned her B.S. in Financial Planning from Kansas State University and her M.B.A. from Kansas Wesleyan University. Erica is currently working toward her CTFA designation, Certified Trust and Financial Advisor. Erica emphasizes on Trust Administration, Small Business Retirement Accounts, Financial Planning and Retirement Planning. Erica enjoys spending time with her family.
Trust & Wealth Management Investment Products are:
- NOT FDIC insured
- NOT deposits of the bank
- NOT guaranteed
- are subject to investment risks, including the possible loss of principal invested.