Pub 12 2023 Directory

39 Trust, Wealth Management & Executive Compensation Advantage Trust Company 227 S. Santa Fe Salina, KS 67402 Contact: Brian Boyer Tel: (785) 452-3561 Kansas chartered trust company. Assured Trust Company 8717 W. 110th St., Ste. 420 Overland Park, KS 66210 Contact: Evie Curtis Tel: (913) 521-9200 (913) 521-9201 Headquartered in Kansas, Assured Trust Company focuses on assisting persons with disabilities and those experiencing the transitions of aging. Banc Consulting Partners 4100 S.W. Stone Ave. Topeka, KS 66610 Contact: Mike Norris Tel: (785) 224-7388 Banc Consulting Partners, LLC is an industry leader in the design, implementation, and administration of Bank-Owned Life Insurance (BOLI) and Nonqualified Deferred Compensation programs. Led by a team of seasoned consultants with extensive experience in the BOLI, benefits, and banking arena, Banc Consulting Partners is uniquely positioned and steadfastly committed to providing comprehensive consultation and service to the community bank marketplace. Banc Consulting Partner’s diagnostic approach, client-centric philosophy, and underlying focus in aligning institutional objectives in a manner that fosters trusted and meaningful relationships has helped hundreds of institutions across the country attract and retain quality leadership while optimizing earnings to offset the ever-increasing cost of employee benefit obligations. Bank Compensation Consulting 1004 Big Goose Rd. Sheridan, WY 82801 Contact: Richard Bratten Tel: (303) 482-1844 Bank Compensation Consulting (BCC) specializes in assisting financial institutions with the evaluation of their compensation programs nationwide to help community banks attract, retain, and incentivize key personnel. With BCC’s help, banks identify opportunities to create customized plans that align the interests of shareholders, directors, and officers while ensuring that all regulatory, tax and accounting issues are properly evaluated and addressed. BCC also helps identify ways to offset the cost of plans with Bank-Owned Life Insurance (BOLI), representing all of the major BOLI providers in the market. BCC has helped more than 600 banks in 40 states with an expert team that includes CPAs, CFP®s, attorneys, MBAs, and current/former bank directors. Regional Managing Director Richard Bratten, a Fellow of the Society of Actuaries (FSA) and Chartered Financial Analyst (CFA), has worked in this market for over two decades, bringing unparalleled expertise and proactive, high touch service to community bankers. BCC is committed to providing best in class service to their clients with their in-house team of professionals and proprietary service platform, backed by their SAS70/SSAE16/ SOC certification. Beneficient Fiduciary Financial, LLC 105 N. Main St. Hesston, KS 67062 Contact: Alan Deines Tel: (785) 820-7590 Liquidity solutions for alternative investments. 2023 ASSOCIATE MEMBERS