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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 SEIs
systems. She was also a product manager for Securities Lending
and SEIs outsourced trust operations business. Shalias
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
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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.
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