Shalia McPherson
President & CEO
Shalia has more than 25 years experience in the banking and trust industries. She was previously a trust systems manager and trust officer at Commerce Bank of Kansas City, and an analyst in the bond investment division at United Missouri Bank. Prior to co-founding Investors Independent Trust Company in 1996 and TSS, LLC., she was at SEI where she was the project leader to convert and integrate large trust accounts into SEI’s systems. She was also a product manager for Securities Lending and SEI’s outsourced trust operations business. Shalia’s institutional sales/service experience from large corporations is a good foundation for ourclient's TSS services. With a B.S. degree in mathematics from William Jewell College, Shalia has demonstrated a high level of client concern, technical competence and operational and sales knowledge. She is active in her local church and has served on various community boards.
Email: smcp@trustops.com

 

Brad Bergman
Partner
Brad received a Bachelor of Science degree from Illinois State University and a Juris Doctorate from Washburn University. He is a member of the Kansas and Missouri Bar, the Estate Planning Society of Kansas City and is a Certified Financial Planner. He serves as trustee or advisor for many civic, professional and charitable organizations. He is a frequent speaker before professional and civic groups.