Leah is Director of Trust Services at FNBO Wealth. She specializes in fiduciary account management, trust and estate administration and cultivating long-term client relationships. Drawing on her background in wealth planning and trust administration, Leah partners with clients and their professional advisors to navigate complex trust and estate matters while delivering personalized guidance and thoughtful solutions.

CREDENTIALS

Before joining FNBO Wealth as part of the Country Club Trust Company acquisition, Leah served as AVP, Trust Administrator at Country Club Trust Company, where she managed fiduciary accounts and worked closely with clients to administer trusts and estates.

Prior to her trust administration role, Leah was a Wealth Planner in U.S. Bank's Private Wealth Management division. In that role, she developed comprehensive financial plans and advised clients across all aspects of wealth management, including estates and trusts, investments, banking, insurance, and retirement benefits.

While attending UMKC, she served as President of the Estates & Trusts Society and received the Sildon Excellence in Tax Related Estate Planning Award — an annual recognition for students who demonstrate academic achievement and a commitment to pursuing a career in estate planning and taxation.


"FNBO Wealth" is a brand name that refers to First National Bank of Omaha ("FNBO") and certain of its affiliates and subsidiaries that provide or make available trust, investment, securities brokerage, investment advisory, banking, and related services.

Trust and related services are provided by FNBO, a national bank with trust powers.

Certain trust and related services are also provided by FNN Trust Company, a South Dakota state-chartered trust company and wholly-owned subsidiary of FNBO. FNN Trust Company does not offer depository, lending, or other banking products, and is not FDIC insured.

"First Investments & Planning" refers to a division of FNBO that makes available third-party brokerage and investment advisory products and related services on bank premises. Brokerage services are offered through Raymond James Financial Services, Inc. ("RJFS"), a registered broker-dealer. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. ("RJFSA"), a registered investment adviser. Insurance products are offered through RJFS, Raymond James Insurance Group, Inc. ("RJIG"), and their affiliates. Registered representatives of RJFS and investment adviser representatives of RJFSA offer products and services using the name First Investments & Planning and may also be employees of FNBO. These products and services are being offered through RJFS, RJFSA, RJIG, or their affiliates, which are separate entities from, and not affiliated with, FNBO or any of its subsidiaries or affiliates. FNBO is not registered as a broker-dealer or investment adviser.

Certain investment advisory services are provided by First National Advisers, LLC (FNA), doing business as Private Wealth Reserve, an SEC-registered investment adviser and wholly-owned subsidiary of FNBO and affiliate of FNN Trust Company. Neither FNBO nor FNN Trust Company are registered investment advisers.

Deposit products, such as checking, savings, and money market accounts, and lending, credit, and related products are offered by FNBO. Member FDIC. Equal Housing Lender.


INVESTMENT AND INSURANCE PRODUCTS ARE:

NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, FNBO OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE


FNBO, its affiliates, and subsidiaries do not provide legal or tax advice.