Valley View Trust
OUR PEOPLE
Our people are your greatest advantage.

Our trust administrators bring a wealth of insight and knowledge to help individuals and institutions grow toward their financial goals.

With an average of 20 years of experience in investment planning and fiduciary trusts, we help you feed your financial needs even as you build a legacy for future generations.

Valley View Financial Group Trust and Midwest Trust Company form a dynamic trust servicing team through their combined staffs of trust professionals.

Investing for you today - and for your family's tomorrows
Putting your financial assets in someone else's hands is never an easy decision; unless those hands are those of Valley View Trust's associates. Valley View Trust is committed to providing fiduciary services, including everything from living trusts to estate settlement - all designed to meet your current needs and those of your family for generations to come.

At Valley View Trust, we offer a varied portfolio of trust services to fit a wide array of customer needs. Whether choosing a living trust or one that goes into affect upon death, we help our clients consolidate investments, protect from estate taxes and probate costs, and keep financial matters private. We also work with our clients to ensure they retain as much, or as little, control over their assets as they choose.

Click to learn more about our team

JAMES O'SULLIVAN, President, Valley View Financial Group Trust Company

    James Sullivan
    EXPERTISE Trust and estate planning

    EXPERIENCE Has more than 20 years’ experience in trust and estate business.

    EDUCATION • BA, University of Missouri, Columbia
    • JD, University of Kansas

    PROFESSIONAL/CIVIC AFFILIATIONS • Appointed to the Kansas State Banking Board as chairman (2008 & 2010) by Governor Kathleen Sebelius
    • Kansas Bar Association, member
    • Missouri Bar Association, member

    CONTACT Email James
    (913) 319-0351

PHIL HEFFLEY, CFP®, Vice President, Financial Planner / Business Development

    PHIL HEFFLEY
    EXPERTISE Focuses on financial and private client retirement planning. As a member of the Wealth Planning Group, Phil also assists clients with social security, estate and tax planning.

    EXPERIENCE 25 years in the trust and investment management business. Prior to joining Midwest Trust, Phil's experience includes 20 years with U.S. Bank. Over 15 years as a presenter for Hallmark Cards at quarterly retirement planning seminars.

    EDUCATION • BS in Business Administration, University of Kansas
    • BS in Mechanical Engineering, University of Kansas

    PROFESSIONAL/CIVIC AFFILIATIONS • Estate Planning Society of Kansas City, member
    • atholic Charities Foundation-Kansas City and Saint Joseph Missouri, board member
    • Catholic Charities-Kansas City and Saint Joseph Missouri, investment committee member

    CONTACT Email Phil
    (913) 319-0317

BRAD BEETS, Senior Vice President, Trust Officer

    Brad Beets
    EXPERTISE Began his career in retirement planning as a record keeper, which, along with his experience in accounting and trusts, has given him the experience, thoroughness, and technical understanding to handle complex plan administration

    EXPERIENCE Joined Midwest Trust in 2000. With over 20 years’ experience Brad previously served in officer roles in the employee benefit trust administration departments of UMB Bank, n.a., Mercantile Bank, and as a pension administrator for First Trust of MidAmerica

    EDUCATION BS in Business Administration, University of Kansas

    PROFESSIONAL/CIVIC AFFILIATIONS • Village Presbyterian Church, elder, trustee and Deacon
    • Village Presbyterian Church Endowment Trust, board member
    • Salvation Army, advisory board member
    • Ozanam Guild, treasurer
    • United Way of Greater Kansas City, Small Business Ambassador
    • Pointe Gateaux, president
    • Front Porch Alliance, member
    • Earnst & Whinney Accounting Honors Recipient
    CONTACT Email Brad
    (913)319-0325

SHELLIE BILLAU, Vice President, Trust Officer

    Shellie A. Billau
    EXPERTISE Personal trust administration

    EXPERIENCE Joined Midwest Trust in 1993, after working with US Bank and UMB. All told, Billau holds more than 30 years of personal trust experience.

    EDUCATION • Marymount College
    • KBA-NBA School of Trust & Financial Planning

    PROFESSIONAL/CIVIC AFFILIATIONS • Operation Breakthrough, auction committee member and volunteer
    • Ronald McDonald House Charities of Kansas City, planned giving committee board member
    • Alzheimer’s Association, team member and volunteer
    • Estate Planning Society of Kansas City, member

    CONTACT Email Shellie
    (913) 319-0319

DANA BLACKMON, Vice President, Trust Officer

    DANA BLACKMON
    EXPERTISE Specializes in personal trust administration and is a member of the Wealth Planning Group. As a member of this group, she provides assistance with financial, retirement, estate, and tax planning.

    EXPERIENCE 36 years in the trust and investment management business. Prior to joining Midwest Trust, served clients with U.S. Bank for 17 years. She was also the principal of a privately owned trust company and registered investment advisory firm for 12 years.

    PROFESSIONAL/CIVIC AFFILIATIONS • Estate Planning Society of Kansas City, member
    • The Central Exchange, member

    CONTACT Email Dana
    (913) 319-0303

LANA BRITZ, Vice President, Trust Officer

    Lana L. Harding
    EXPERTISE Specializes in trust and probate administration.

    EXPERIENCE Joined Midwest Trust in 2005, after working for more than 20 years in the personal trust department at UMB.

    EDUCATION • BS in Business Administration, Rockhurst University
    • Cannon Trust School

    PROFESSIONAL/CIVIC AFFILIATIONS • Estate Planning Society of Kansas City, member
    • Children's Mercy Hospital, planned giving committee
    • Children's Mercy Hospital, Child Life volunteer

    CONTACT Email Lana
    (913) 319-0349

ANDREW BROWNE, CFTA, CFP®, Vice President, Personal Trust Officer

    Andrew E. Browne
    EXPERTISE Specializes in personal trust and IRA administration

    EXPERIENCE Joined Midwest Trust Company in 1999, following twelve years as a senior vice president at Bank of America and two years as a trust officer with Security Bank.

    EDUCATION • BS in Business Administration, University of Kansas
    • Certified Financial Planner (CFP)
    • Certified Trust & Financial Advisor (CTFA)
    • Graduate with honors from the ABA National Graduate Trust School

    PROFESSIONAL/CIVIC AFFILIATIONS • Estate Planning Society of Kansas City, member
    • Volunteer Center of Johnson County, former board member
    • Leukemia Society, former golf committee member
    • Heart Association of Kansas City, former golf committee member

    CONTACT Email Andrew
    (816) 329-1595

KURT CLAUSING, Vice President, Trust Officer

    Kurt F. Clausing
    EXPERTISE Developed an extensive knowledge of oil and gas law, real estate, probate, and trusts through his work as a practicing attorney and a trust officer.

    EXPERIENCE Started in the trust industry in 1996 with UMB, after serving as partner at Hoke and Clausing law firm in Wichita, Kansas, and as in-house counsel for Continental Energy in Garden City, Kansas. He joined Midwest Trust in 2005.

    EDUCATION • BA, University of Kansas
    • JD, Washburn University
    • Cannon Trust School

    PROFESSIONAL/CIVIC AFFILIATIONS • Estate Planning Society, member

    CONTACT Email Kurt
    (913) 319-0386

DEBBIE CORCORAN, Vice President, Trust Officer

    Debbie Corcoran
    EXPERTISE Personal trust administration

    EXPERIENCE Joined Midwest Trust in 2006, after serving as a trust officer with Gold Trust (now M&I Wealth Management) and UMB Trust Investments. Debbie has extensive background in retirement planning and IRAs.

    EDUCATION BS in Human Resources Management, Friends University

    CONTACT Email Debbie
    (816) 329-1554

MARK DRAKE, Vice President, Trust Officer

    Mark J. Drake
    EXPERTISE Personal and Charitable trust administration

    EXPERIENCE Joined Midwest Trust in 1999, after serving for 11 years as a vice president and trust officer at Bank of America.

    EDUCATION • BS in Journalism, University of Missouri-Columbia
    • JD, University of Missouri-Kansas City
    • ABA National Trust School

    PROFESSIONAL/CIVIC AFFILIATIONS • Missouri Bar Association, member
    • Estate Planning Society of Kansas City, member

    CONTACT Email Mark
    (913) 319-0324

ALLEGRA GASSMAN, Trust Officer

    Allegra Gassman
    EXPERTISE Personal trust administration

    EXPERIENCE A lifelong resident of Kansas City, Allegra joined Midwest Trust in 2013, focusing on trust and estate administration. During law school, Allegra concentrated on tax, business law, retirement plans, and estates and trusts.

    EDUCATION • B.A. in History, University of Notre Dame
    • J.D., University of Missouri-Kansas City

    PROFESSIONAL/CIVIC AFFILIATIONS • Missouri Bar Association, member
    • Kansas City Metropolitan Bar Association, member
    • Notre Dame Monogram Club, member

    CONTACT Email Allegra
    (913) 663-0816

PATRICIA GROTHOFF, Vice President, Trust Officer

    Patricia L. Grothoff
    EXPERTISE Personal trust administration

    EXPERIENCE Nearly 40 years of trust experience. Prior to joining Midwest Trust in 2002 and Valley View Financial Group Trust in 1994, Patty worked with Central Bank in Jefferson City and Southgate Trust.

    EDUCATION Lincoln University

    CONTACT Email Patricia
    (913) 319-0354

CARRIE JONES, Vice President, Trust Officer

    Melanie Holland
    EXPERTISE Personal trust administration

    EXPERIENCE Joined Midwest Trust in 1993 after 13 years at U.S. Bank. Carrie has more than 30 years of trust experience.

    EDUCATION • Kansas City Kansas Community College
    • Canon Financial Institute - Trust Operations
    • American Institute of Banking

    CONTACT Email Carrie
    (913) 319-0310

CHUCK MIKKELSEN, Vice President, Trust Officer

    Charles R. Mikkelsen
    EXPERTISE Specializes in personal trust administration and tax planning.

    EXPERIENCE Joined Midwest Trust in 2005, after serving a sum total of nearly 25 years as vice president and trust officer at Community Bank, Citizen Bank & Trust, and First Trust & Savings Bank.

    EDUCATION • BS in Business Administration, University of Nebraska-Lincoln
    • MA in Economics, University of Nebraska-Lincoln
    • JD, University of Nebraska-Lincoln

    PROFESSIONAL/CIVIC AFFILIATIONS • Mensa International, member

    CONTACT Email Chuck
    (913) 319-0353

LLANA PATTERSON®, Trust Officer

CAROLYN RIGSBY, CFP®, Vice President, Trust Officer

    Carolyn Rigsby
    EXPERTISE Specializes in personal trust, corporate trust, and operations.

    EXPERIENCE Has more than 20 years of experience in trusts and financial planning, first with First City Bank of Corpus Christi and later US Bank and First Financial Trust Company in Albuquerque. Carolyn joined Midwest Trust in 1995.

    EDUCATION Emporia State University

    CONTACT Email Carolyn
    (913) 319-0306

DAVID YOST, Executive Vice President, Personal Trust Manager

    David Yost
    EXPERTISE Trust management

    EXPERIENCE Joined Midwest Trust in 2007, bringing with him 18 years experience in trust and investment strategies at Bank of America.

    EDUCATION BA, JD, University of Missouri-Kansas City

    PROFESSIONAL/CIVIC AFFILIATIONS • University of Missouri-Kansas City, trustee
    • University of Missouri-Kansas City Athletic Foundation, chair
    • Northland Alternative Services Program, board member
    • Park Hill Education Foundation, board member

    CONTACT Email David
    (913) 319-0367


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