
Meet Our Relationship Managers Contact First Wealth Management at 620.694.2261, toll free 888.362.1876 or by email Info@1stWealthManagement.com.
Vice President and Manager, Retirement Plan Services Lee Anne Thompson joined First National Bank of Hutchinson in 2008 and is responsible for the implementation and administration of corporate and individual retirement plans. She received a B.S. in Finance from Kansas State University. Lee Anne began her career as a plan administrator with Dorth Coombs insurance and later became Defined Contribution Plan Manager with Willis Corroon and NestEgg Consulting, Inc. She served three years as Relationship Manager with the Wealth Management department at INTRUST Bank, N.A. After spending eight years as Information Technology Manager at Senseney Music, Inc., Lee Anne returned to retirement plan benefits at the First. Lee Anne earned her Enrolled Retirement Plan Agent (ERPA) Certificate and is credentialed as a Qualified Pension Administrator (QPA). She is active in school mentoring and tutoring programs as well as church events. Retirement Plan Administrator, Retirement Plan Services Karla Bomgardner joined First National Bank in 2006 and is responsible for retirement plan documentation, and account administration and recordkeeping for a variety of the bank’s corporate retirement plans. She received a B.S. in Business Information Systems and Computer Science from Sterling College. Karla completed courses to attain the designation of QKA (Qualified 401(k) Administrator). She spent 10 years with CPI Qualified Plan Consultants, Inc., a third-party plan administrator in Great Bend, Kansas, as a Senior Plan Administrator and team leader. Karla is currently a member of the American Society of Pension Professionals and Actuaries (ASPPA) and is active in various church and school organizations.
Retirement Plan Administrator, Retirement Plan Services Jill Jones joined First National Bank of Hutchinson in 2003 and is responsible for account administration and recordkeeping for a variety of the bank’s retirement plans. She received a B.S. in Business Administration from Wichita State University. Jill has completed courses to attain the designation of QKA (Qualified 401(k) Administrator). She is currently a member of the American Society of Pension Professionals and Actuaries (ASPPA) and the Relius Administration National Daily User Group. Account Administrator, Retirement Plan Services Donna Richards joined First National Bank in 2005. She received a B.S. in Management and an M.B.A. from Baker University. Donna completed the Certified IRA Services Professional exam from the Institute of Certified Bankers and is one of only three Kansans currently actively credentialed as a Certified Retirement Counselor® by the International Foundation for Retirement Education. Her current responsibilities include the administration of individual retirement accounts and development and implementation of 401(k) participant education activities. |




