ABOUT OUR LEADERSHIP
The Kansas City Estate Planning Symposium is proudly governed by a dedicated board of volunteers, made up of experienced professionals from across the estate planning community. This diverse group brings together a wide range of backgrounds, perspectives, and areas of expertise—reflecting both the richness of the human experience and the many disciplines that contribute to the fields of trust and estate planning. Their collective leadership ensures the Symposium remains a trusted, inclusive, and forward-thinking resource for professionals throughout the region.
Our 2024-2025 Chairwoman is Suzy Hall. Suzy Hall is President of Country Club Trust Company. She is responsible for leading and overseeing Country Club Trust Company’s trust administration and business development efforts.
Suzy is a graduate of the University of Notre Dame, and she received her Juris Doctor from the University of Kansas School of Law. Suzy is licensed to practice law in both Missouri and Kansas.
Active in the community, Suzy currently serves on the board of directors for the Kansas City Estate Planning Symposium, and she is a member of the Business Council Steering Committee for The Nelson-Atkins Museum of Art. Additionally, she serves on the planned giving committee for Children’s Mercy Hospital, and she is a member of the Greater Kansas City Chamber of Commerce’s Executive Women’s Leadership Council and the Kansas City Estate Planning Society.
Suzy is a graduate of the Civic Council’s Kansas City Tomorrow program and the Chamber of Commerce Centurion’s Leadership Program. She is a past member of the boards of directors for the Shawnee Mission Education Foundation and the Children’s Center for the Visually Impaired.
GET INVOLVED
Get involved and make a meaningful impact by joining one of the Kansas City Estate Planning Symposium’s volunteer committees! Whether you're passionate about shaping educational content, expanding community outreach, or enhancing the attendee experience, there's a place for you to contribute. Our committees include Speakers, Marketing, Sponsorship, Hospitality, Student Engagement, Intermediate & Fundamentals Program, Finance and Strategic Planning. Volunteering is a great way to connect with fellow professionals, share your expertise, and support the continued success of the Symposium. Join us and help shape the future of estate planning education in our region. For more information, contact us!
2024-2025 EXECUTIVE COMMITTEE
M. Suzy Hall Chairwoman
Country Club TrustRebecca Godfrey
Chair-Elect
BOK Financial Private WealthLori McCombs
Secretary/Executive Director Maher Group LLCJenna Hauschild Treasurer
Forvis MazarsLynn Cockle Speakers
Harmony InternationalTerri Roberts Munsell Marketing & Communications
McQueary Schumm Munsell Group at Morgan StanleyCorey Ziegler
Past Chair
Greater Kansas City Community FoundationAndrew Felker
Immediate Past Chair
Chinnery Evans & Nail
BOARD OF DIRECTORS
Erin L. Anderson, Kembell Woods & Martinsen LLP
Shellie Billau, Midwest Trust Company
Scott E. Blakesley, Spencer Fane LLP
Alexander Edelman, Edelman, Liesen & Myers, LLP
Rochelle Falk, Kembell Woods & Martinsen LLP
Joseph Growney, Lathrop GPM LLP
Paul Himmelstein, Lewis Rice LLC
Heath Hoobing, Seigfreid Bingham, PC
Stacey Janssen, Janssen Estate, Probate & Elder Law
Kevin Johnson, New York Life Insurance Company
Steve Johnson, The Whitlock Company
Jessica Kinnard, Forvis Mazars
Peter Phillips, U.S. Bank Private Wealth Management
Craig Reaves, Complete Estate & Probate Law LLC
Jared Roberts, UMB Bank
Jason D. Simmons, Simmons, Henderson & Associates LLC
Russell E. Utter, Jr., BridgeBuilder Tax + Legal Services PA
Julie A. Welch, Meara Welch Browne PC
Daniel P. Wheeler, Kembell Woods & Martinsen LLP
EMERITUS STATUS
Christopher Anderson, Dysart Taylor
James Cole, Country Club Trust (retired)
Mark Gilgus, Seigfreid Bingham, PC
Christine Graham
Kathy Berry Laursen, BKD LLP (retired)
J. Joseph Morris (retired)
H. Joseph Price, Jr., Dysart Taylor
Myron Sildon (retired)
Susan Teson, Kembell Woods & Martinsen LLP