Wealth Management

Our Services

Trust Services

Our goal is to provide highly personalized services, knowledgeable advice, and professional asset management.

  • Trusts
    • We can serve your needs for a variety of common trusts acting as trustee, co-trustee, or successor trustee.
  • Estate Planning
    • We can help you create an estate plan that achieves your personal goals by working with your attorney, accountant and other professionals.
  • Family Incentive Trusts
    • Our professional team can show you how a Family Incentive Trust can be used to create positive incentives to encourage responsible behavior in future generations.
  • Charitable Trusts
    • Allow us to help you create a plan that fits your own set of charitable giving needs.

Jill Hulsey, CPA, VP & Trust Officer

Jill holds a bachelor's degree in business administration from Missouri Southern State University, and was granted her certificate as a Certified Public Accountant in 1987 from the Missouri State Board of Accountancy. She is a graduate of the Cannon Financial Institute Trust School, and holds a Chartered Retirement Planning Counselor designation from the College for Financial Planning. Prior to joining CBT in 2009, Jill gained valuable experience during her twenty years with a local public accounting firm.  She and husband, Richard, married in 1978 and raised two sons in the Joplin area.  If you have any questions regarding trusts, feel free to contact Jill at 417-455-8268.

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