Retail meeting

Wealth Management Resource Team

Effective tax planning can enhance returns as well as protect the value of your assets for future generations. The Busey Wealth Management Resource Team helps our clients explore tax, legal and financial planning options available and most appropriate for their unique financial situation.
Kathleen Moore smiling
Kathleen Moore, CFP®
Senior Vice President,
Tax & Financial Planning Advisor
Dries Durnez smiling
Dries Durnez, CFP®
Officer, Financial Planning Specialist
Busey Associate Carrie Jassman smiling
Carrie Jassman, CPA
Assistant Vice President,
Tax Specialist
Busey Associate Cassie Proulx smiling
Cassie Proulx, CPA
Officer, Tax Specialist
Busey Associate Matthew Schaap smiling
Matthew Schaap, CFP®, CEPA
Officer, Financial Planning Specialist
Busey Associate Shane Smith smiling
Shane Smith, CPA, CFE, CMA
Officer, Tax Specialist
Investment Products and Services are:
Not FDIC Insured | May lose value | No bank guarantee