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.
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.
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.
are subject to investment risks, including the possible loss of principal invested.
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