Trust and Estate Administration

Long term relationships built on trust and integrity.

We are a team of trusted professionals who work with you to help develop and administer comprehensive, goal oriented investment and financial plans. We understand our clients' needs, goals and individual family dynamics through long term relationships. 

Trust and Estate Administration

Our experienced professionals administer complex trusts and estates with clear understanding of our fiduciary responsibility to grantors and their beneficiaries. We have expertise in managing estates and trusts to meet specific long term objectives tailored to the terms of the trust as well as the needs of beneficiaries. 

Financial Planning

A comprehensive, detailed financial plan serves as your foundation, and is an integral part of your investment plan. We start with current assets and incorporate future savings, projected returns, and spending needs, then develop a retirement cash flow plan, which incorporates tax-advanced strategies for withdrawing funds during retirement while maximizing social security benefits. A detailed, personal plan is a road map that provides financial comfort and security.

Estate Planning

We can help you analyze and initiate a comprehensive wealth transfer plan and regularly review your estate plan to ensure your legacy and the care of your loved ones.

Family Office Services 

Our experienced team of advisors develops strategies to protect, grow and perpetuate multigenerational wealth. These strategies include retirement cash flow, business exit and other liquidity events , asset protection and wealth transfer to address family dynamics and minimize taxes.  

Trust and Estate Administration Team

Jeffrey Lohmeier - CTFA

  • Senior Vice President
  • Wealth & Fiduciary Manager

Patti Daly - CTFA

  • Vice President
  • Wealth & Fiduciary Advisor

Julia Ott

  • Vice President
  • Wealth & Fiduciary Advisor

H. Davis Dear III

  • Vice President
  • Wealth & Fiduciary Advisor

Ed Egger

  • Vice President
  • Wealth & Fiduciary Advisor

Nathan Lucas - JD, CTFA

  • Assistant Vice President
  • Wealth & Fiduciary Advisor

Lee Laird

  • Assistant Vice President
  • Wealth & Fiduciary Advisor

Hillary Hippert

  • Wealth & Financial Planning Officer

Patti Fanning

  • Wealth & Fiduciary Officer

Investment Services Are: