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Investment Planning Services | Glossary of Terms | Weekly Market Commentary

Trust Services                                               view your trust account 

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

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  • 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

Jill Hulsey, CPA, VP & Trust Officer
Jill graduated from Missouri Southern State University in 1986 with a Bachelor of Science Degree in Business Administration, 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. She previously spent many years working for a Joplin public accounting firm, most recently as a tax manager.


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