Our financial planning services provide a personalized approach to managing your wealth, budgeting, and preparing for the future. We help you build a solid financial foundation with customized strategies for long-term success.

Whether you’re looking to grow your wealth or preserve capital, we will tailor our investment strategies to your goals. Our team helps you diversify and optimize your portfolio for long-term financial stability

• Stocks, bonds, and mutual funds
• Exchange-traded funds (ETFs)
• Tax-efficient investment strategies

Retirement planning is essential to ensuring a comfortable and stress-free future. We guide you through the process of creating a retirement strategy that meets your financial needs and lifestyle goals.

• IRA & 401(k) rollovers
• Pension planning
• Social Security integration

Investing isn’t just for retirement—it’s also about financial growth and security at every stage of life. TCU offers a variety of non-retirement investment options designed to build and protect your assets.

• General investment accounts
• Education savings plans
• Diversified portfolio management

Estate planning ensures that your assets are distributed according to your wishes and your loved ones are taken care of. Come to us for guidance on wills, trusts, and legacy planning.

A will is a fundamental part of any estate plan, ensuring that your assets and personal wishes are legally documented. We help you draft and update your will to reflect your intentions.

• Legal documentation of asset distribution
• Guardianship planning for dependents
• Probate and estate settlement guidance

Trusts provide flexibility and control over how your assets are managed and distributed. We help you establish the right trust structure to align with your financial and estate goals.

• Revocable and irrevocable trusts
• Asset protection strategies
• Tax-efficient estate planning

A revocable trust allows you to maintain control over your assets while ensuring a smooth transition of wealth to your beneficiaries. We help you understand the benefits and set up a plan that works for you.

• Avoidance of probate
• Flexibility to modify or revoke
• Privacy in estate planning

For comprehensive estate and financial planning, we offer complete plans that integrate retirement, investments, tax strategies, and insurance solutions tailored to your goals.

• Holistic financial strategy
• Coordination of all assets and accounts
• Legacy and wealth transfer planning

Tax planning is a key component of financial success. Our experts help you minimize tax liabilities and optimize tax-efficient investment strategies.

• Tax-efficient portfolio management
• Estate and inheritance tax planning
• Strategic charitable giving

Insurance plays a crucial role in protecting your wealth and securing your financial future. We help you choose the right coverage to safeguard your assets.

• Life and long-term care insurance
• Income protection strategies
• Business and personal insurance planning

Let’s create a plan that works for you. Contact us today to start building your financial future with confidence.

Brent Weisenborn, RIAR

Email: BWeisenborn@TelCommCU.com 
Phone: 417.891.1007

President, CEO of Fiduciary Trust Private Wealth Counsel | BBA, CFF

Brent Weisenborn has been in the investment management industry for nearly 40 years and is a Certified Financial Fiduciary. Over the course of his career, he has worked extensively with high-net-worth clients and trusts, building his reputation on fiduciary responsibility and sound financial guidance. Brent has also contributed to the broader financial industry, testifying before the U.S. Congress on the FINREG Bill, lobbying for the Dodd-Frank Act—including co-writing its derivatives section—and being recommended to the President by U.S. Senators Bond and Roberts for a commissioner role with the Commodity Futures Trading Commission.

Brent earned his BBA in Finance and Economics from the Hankamer School of Business at Baylor University. Today, he brings his extensive experience and dedication to TelComm Credit Union, where he helps members pursue retirement and investment strategies designed to meet their financial goals.

Chris Halford

Senior Vice President of Fiduciary Trust Private Wealth Counsel | BA

With more than 30 years in financial services, Chris specializes in helping individuals nearing or in retirement create dependable income strategies that safeguard savings and provide peace of mind. He also manages account coordination and administration to ensure members’ financial plans stay on track. Chris holds a BA in Psychology with a minor in Mathematics from William Jewell College. At TelComm Credit Union, his focus is supporting members as they plan for retirement with stability and security.

Jerrod Foresman

Insurance Consultant and Advisor to Fiduciary Trust Private Wealth Council

With over 30 years of experience in retirement planning, estate planning, and wealth management, Jerrod has held leadership roles across multiple financial firms, he serves as an OSJ Principal with Security Investment Center and has served in the U.S. Army. His career reflects a deep commitment to helping individuals and families prepare for the future with well-structured plans and sound strategies. Jerrod partners with TelComm Credit Union to provide members with knowledgeable guidance and personalized retirement solutions.

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