Experience
Lee has played a pivotal role at The Trust Company of Kansas since 2022. She assists TCK’s Administrators with the technical and administrative functions regarding ERISA plan administration for 401(k), Profit Sharing and Defined Contribution Defined Benefit Plans, and SIMPLE IRA Plans. Lee Anne’s knowledge and expertise allows her to best design effective retirement planning strategies on behalf of our clients.
Education
B.S. Finance – Kansas State University
Enrolled Retirement Plan Agent (E.R.P.A.)
Qualified Pension Administrator (Q.P.A.)
Professional / Civic Affiliations
Lawrence Central Rotary
Lawrence Community Orchestra
About
A passionate singer and music lover, Lee also enjoys gardening and has three dogs who are always ready to keep her on her toes!