Kansas City Estate Planning Symposium

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

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    M. Suzy Hall    Chairwoman
    Country Club Trust

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    Rebecca Godfrey
    Chair-Elect
    BOK Financial Private Wealth

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    Lori McCombs
    Secretary/Executive Director    Maher Group LLC

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    Jenna Hauschild  Treasurer
    Forvis Mazars 

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                Lynn Cockle             Speakers 
    Harmony International

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    Terri Roberts Munsell Marketing & Communications 
    McQueary Schumm Munsell Group at Morgan Stanley

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    Corey Ziegler   
    Past Chair
    Greater Kansas City Community Foundation

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    Andrew 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