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 2025-2026 Chairwoman is Rebecca "Becky" Godfrey. Becky is Vice President, Senior Client Advisor at Commerce Trust.

Becky is a is a graduate of the The University of Tulsa, and she received her Juris Doctorate and Master of Laws (LLM) in Taxation from the University of Missouri-Kansas City School of Law.  

Interested in getting 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 & Topics, 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!

2025-2026 EXECUTIVE COMMITTEE

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    Rebecca Godfrey Chairwoman
    Commerce Trust

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    Rochelle Falk
    Chair-Elect
    Kembell Woods Martinsen

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    Lori McCombs
    Secretary/Executive Director    Maher Group LLC

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    Jenna Hauschild  Treasurer
    ForvisMazars 

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                Lynn Cockle             Speakers & Topics Co-Chair
    Polsinelli, PC

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

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    Corey Ziegler   
    Speakers & Topics Co-Chair
    Greater Kansas City Community Foundation

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    Andrew Felker
     Past Chair
    Chinnery Evans & Nail

 


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    M. Suzy Hall
    Immediate Past Chair
    Country Club Trust

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    Craig Reaves
    Speakers & Topics Co-Chair
    Complete Estate & Probate Law

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BOARD OF DIRECTORS

Erin Anderson, Kembell Woods & Martinsen LLP

Scott Blakesley, Spencer Fane LLP

Alexander Edelman, Edelman, Liesen & Myers, LLP

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

Jonathan Klem, Midwest Trust

Peter Phillips, U.S. Bank Private Wealth Management

Jared Roberts, UMB Bank

Jason Simmons, Simmons, Henderson & Associates LLC

Russell Utter, Jr., BridgeBuilder Tax + Legal Services, PA

Julie Welch, Meara Welch Browne, PC

EMERITUS MEMBERS

Christopher Anderson, Dysart Taylor

James Cole, Country Club Trust (retired)

Mark Gilgus, Seigfreid Bingham, PC

Christine Graham

Kevin Johnson, New Your 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