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 2026-2027 Chairwoman is Rochelle Falk. Rochelle is an attorney with Kembell Woods & Martinsen.
Rochelle holds a B.S. degree from Rockhurst University, Juris Doctorate and LL.M. in taxation from the University of Missouri-Kansas City School of Law.
2026-2027 EXECUTIVE COMMITTEE
Rochelle Falk Chairwoman
Kembell Woods Martinsen, LLPTerri Roberts Munsell
Chair-Elect
McQueary Schumm Munsell Group at Morgan StanleyLori McCombs
Secretary/Executive Director Maher Group LLCJenna Hauschild Treasurer
ForvisMazarsLynn Cockle Speakers & Topics Co-Chair
Polsinelli, PCJonathan Klem
Marketing & Communications
Midwest TrustCorey Ziegler
Speakers & Topics Co-Chair
Greater Kansas City Community FoundationRebecca Godfrey
Immediate Past Chair
Commerce Trust
M. Suzy Hall
Past Chair
Creative PlanningCraig Reaves
Speakers & Topics Co-Chair
Complete Estate & Probate Law-
BOARD OF DIRECTORS
Erin Anderson, Kembell Woods & Martinsen LLP
Trevor Cunningham, Midwest Trust
Josh Decker, Spencer Fane LLP
Andrew Felker, Chinnery Evans & Nail, PC
James "Jim" Ferraro, Argent Trust
Christine Graham, Sunesis Advisors
Joseph Growney, Lathrop GPM LLP
Paul Himmelstein, Lewis Rice LLC
Heath Hoobing, Seigfreid Bingham, PC
Jacob Jackson, BOK Financial
Stacey Janssen, Janssen Estate, Probate & Elder Law
Kelsey Johnson, Creative Planning Legal, PA
Steve Johnson, The Whitlock Company
Peter Phillips, U.S. Bank Private Wealth Management
Jared Roberts, UMB Bank
Jason Simmons, Simmons, Henderson & Associates LLC
Emily Sullivan, Heritage Law
Russell Utter, Jr., BridgeBuilder Tax + Legal Services, PA
Julie Welch, Meara Welch Browne, PC
EMERITUS MEMBERS
Christopher Anderson, Dysart Taylor
Scott Blakesley, Spencer Fane LLP
James Cole, Country Club Trust (retired)
Mark Gilgus, Seigfreid Bingham, PC
Kevin Johnson, New York Life Insurance Company
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