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Investments

Derek Mitchell, AIF
Citizens Bank & Trust, Retirement Plan Advisor
Derek Mitchell is Senior Vice President of Citizens Bank and Trust, where he provides Financial Advice to high net worth clients and business owners.  With over 19 years of experience, Derek has extensive knowledge across all lines of financial planning. Licensed representative in the state of Missouri, Kansas, Iowa, Florida and Arizona.

Derek Mitchell, AIF
Citizens Bank & Trust
7280 NW 87th Terrace, Suite #300
Kansas City, MO 64153
816-459-4063
dmitchell@cambridgeresource.com

Sandy Dorson
Citizens Bank & Trust, Retirement Plan Advisor
Sandy is a Vice President responsible for serving many communities including Boonville, Moberly, Macon and Brookfield, MO just to name a few. With an extensive background in Risk Management and Asset Accumulation, Sandy's contribution to the QPA Team focuses on plan implementation and providing face-to-face participant education. Licensed representative in the state of Missouri, Iowa, Illinois, Florida and California.

Sandy Dorson
Citizens Bank & Trust
400 East Spring St.
PO Box 68
Boonville, MO 65233
660-882-7476
sdorson@cambridgeresource.com

Investment AdvisorJordan Lambert
Citizens Bank & Trust, Retirement Plan Advisor
Jordan Lambert is a Vice President at Citizens Bank & Trust who serves as a Financial Advisor.  Jordan is responsible for serving communities in the Kansas City Metro including St. Joseph, Smithville, Kearney, Gladstone, Lee’s Summit and Leawood. He is passionate about helping Individuals and Family’s meet their financial goals through financial planning. He is a  Licensed representative in the state of Missouri, Kansas, Iowa and Montana.

Jordan Lambert
Citizens Bank & Trust
7280 NW 87th Terrace, Suite #300
Kansas City, MO 64153
816-459-4058
jlambert@cambridgeresource.com

WHY PARTNER WITH US?
ERISA 3(38)
Investment Managers
We can serve as an ERISA 3(21) co-fiduciary or an ERISA 3(38) fiduciary where we can act as a discretionary investment manager shifting
fiduciary obligations on plan investments from you, the Plan fiduciaries.

On-Site Advisors
We have built our service model around our commitment to being your comprehensive
Fiduciary Partner. We believe in face-to-face contact and can provide ongoing participant education through our on-site advisors.

Do it For Me Strategy
For those that want a “do-it-for-me” strategy, we have Risk-Based Managed Accounts
available, eliminating the stress from participants having to make a selection.

Gap Analysis
Are your employees on track to reach their retirement goals? We offer face-to-face
delivery of individualized reports for participants to show them how much they
need to be saving to reach their goals.

Registered Representative, Securities offered through Cambridge Investment
Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Citizens Bank & Trust,
Cambridge and Lawing Financial, Inc are not affiliated. Investments are not
FDIC insured, are not bank products and may lose value.
Investment Advisory Services offered through Lawing Financial Inc,
A Registered Investment Advisor. Lawing Financial doing business as
Qualified Plan Advisors (QPA)
QPA Corporate Headquarters:
6201 College Blvd | 7th Floor Overland Park KS 66211
Phone: 913-491-6226 Fax: 913-491-3214

This communication is strictly intended for individuals residing in the states of  Arizona, California,  Florida, Illinois,  Iowa, Kansas and Missouri.  No offers may be made or accepted from any resident outside these states.

Retirement Planning Calculator

Are you saving enough for your retirement needs? Check your Nest Egg, too.

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Disclaimer: The results provided by this calculator are intended for comparative purposes only; accuracy is not guaranteed. This calculator is not intended to offer any tax, legal, or financial advice and does not assure the availability of or your eligibility for any specific product offered by Citizens Bank and Trust, its affiliates, or any other financial institution. The terms and conditions of products offered by financial institutions will differ and may affect the results of the calculator. Please consult with qualified professionals to discuss your situation.