Trust Professionals

Our team of Trust professionals provides expert guidance for any of your trust and estate planning needs.

Dave Wilcox, Senior Vice President & Senior Trust Officer
R. David Wilcox
Senior Vice President & Senior Trust Officer
B.S., University of Nebraska 
Trust & Estate Planning since 1971 
Member: Lincoln Estate Planning Council; Lincoln Probate Discussion Group 
Phone: 402.323.1274 
email Dave
Brad Philson, First Vice President & Senior Trust Officer
Bradley A. Philson, J.D., CTFA
First Vice President & Senior Trust Officer 
B.S. and J.D., University of Nebraska 
Trust & Estate Planning since 1990 
Member: Nebraska and American Bar Associations; Lincoln Estate Planning Council; Lincoln Probate Discussion Group; Nebraska State Bar Foundation Fellow 
Phone: 402.323.1708 
email Brad
Kim Munnis, Vice President & Senior Trust Officer
Kimberly A. Munnis, CTFA
Vice President & Senior Trust Officer
B.A., University of Nebraska; Graduate, Cannon Trust School 
Trust & Financial Services since 1985 
Member: Lincoln Estate Planning Council 
Phone: 402.323.1613 
email Kim
Alice Skultety, Vice President & Senior Trust Officer
Alice Skultety, J.D
Vice President & Senior Trust Officer 
B.S., University of Kansas; J.D., Creighton University School of Law 
Trust & Estate Planning since 1983 
Member: Nebraska Bar Association; Lincoln Estate Planning Council 
Phone: 402.323.1825
email Alice
Julie Hogg, Vice President & Trust Officer
Julie A. Hogg, J.D., CTFA
Vice President & Trust Officer 
B.S. and J.D., University of Nebraska 
Trust & Estate Planning since 2000
Member: Nebraska Bar Association; Lincoln Estate Planning Council;
Lincoln Probate Discussion Group
Phone: 402.323.1122 
email Julie
Steve Kryger, Assistant Vice President & Trust Officer
Steven R. Kryger, J.D
Vice President & Trust Officer 
B.A., Hastings College; J.D., Creighton University School of Law 
Trust & Estate Planning since 1994
Member: Nebraska and Omaha Bar Associations; Omaha Chapter of Financial Service Professionals
Phone: 402.323.1545 (Lincoln) or 402.827.1476 (Omaha)
email Steve
Doug Koenig, Assistant Vice President & Trust Services Advisor
Douglas J. Koenig, CTFA
Vice President & Trust Services Advisor
B.S., University of Nebraska; Masters Degree
Trust & Financial Services since 2001
Member: Lincoln Estate Planning Council; Lincoln Probate Discussion Group
Phone: 402.323.1308
email Doug
Andy Kafka, Assistant Vice President & Trust Officer
Andrew J. Kafka, J.D., CTFA
Assistant Vice President & Trust Officer 
B.S. and J.D., University of Nebraska
Trust & Estate Planning since 2003
Member: Lincoln Estate Planning Council; Nebraska Bar Association; ABA National Trust School Advisory Board
Phone: 402.323.1709 
email Andy
John Atkins, Vice President & Senior Trust Officer
John Atkins, J.D., CTFA
Vice President & Senior Trust Officer 
B.A., Hastings College; J.D., Creighton University School of Law 
Trust & Estate Planning since 1978 
Member: Nebraska, Omaha and American Bar Associations; Omaha Estate Planning Council 
Phone: 402.827.6990
email John
Julie Pokorny, Vice President & Senior Trust Officer
Julie Pokorny, J.D., CTFA
Vice President & Senior Trust Officer 
B.A. and J.D., University of Nebraska 
Trust & Estate Planning since 1978 
Member: Nebraska Bar Association; Lincoln Estate Planning Council; Nebraska State Bar Foundation Fellow
Phone: 402.323.1869 
email Julie
Leslie Gibbens, Vice President & Trust Services Advisor
Leslie A. Gibbens, CCTS
Vice President & Trust Services Advisor
B.S. from UNL; graduate of Cannon Financial Institute
Over 16 years of trust experience
Member: Institute of Certified Bankers
Phone: 402.323.1354
email Leslie
Susan Rosburg, Vice President & Senior Trust Officer
Susan K. Rosburg, J.D
Vice President & Senior Trust Officer
B.A., Morningside College; J.D., Creighton University School of Law
Trust & Estate Planning since 1988
Member: Nebraska and Omaha Bar Associations; Omaha Estate Planning Council; Nebraska Bar Foundation Fellow
Phone: 402.827.6963
email Susan
Cheri Luff, Investment Representative & Assistant Trust Officer
Cheryl L. Luff, CISP
Investment Representative & Assistant Trust Officer
B.A., University of Nebraska, Lincoln
Trust & Investments since 1998
Phone: 402.323.1798
email Cheryl
John Borghoff, Vice President & Senior Trust Officer
John J. Borghoff, J.D.
Vice President & Senior Trust Officer
B.A., Creighton University; J.D., Creighton University School of Law;
LL.M. University of Missouri Kansas City
Trust & Estate Planning since 1985 
Member: Nebraska & Omaha Bar Associations; Omaha Estate Planning Council 
Phone: 402.827.6962
email John

Investment products: Not FDIC Insured - No Bank Guarantee - May Lose Value.