Investment Services Team

CoreFirst Investment Services is a Cetera Investment Services program. Check the background of these investment professionals on FINRA's BrokerCheck.

Broker Check

Mike Lott
contact-us Call 785.267.8547 INTERNET_BANKING_ICON Email
Mike Lott • Manager of Retail Investment Services 
  • BS Kansas State University
  • Series 7 and 63 securities registrations
  • Life & Health licensed
Mike enjoys golf, hunting and beach vacations. He coached high school football for six years and his son’s youth football and basketball teams for many years. He still says it’s the most fun he ever had.

contact-us Call 785.274.3420  INTERNET_BANKING_ICON Email
Joseph Jennings • Investment Executive
  • BBA Washburn University
  • Series 7, 66 and 63 securities registrations
  • Life & Health licensed
  • Investment Advisor Representative 
Joe enjoys fishing, hunting and anything outdoors. He is active in the Topeka Active 20-30 Club.

Jason Hoffman
contact-us Call 785.274.3417  INTERNET_BANKING_ICON Email
Jason Hoffman • Investment Executive
  • BS North Dakota State University
  • Chartered Financial Consultant (ChFC)
  • Series 7, 65 , 6 and 63 securities registrations
  • Life & Health licensed
  • Investment Advisor Representative
  • Member of NAIFA 
Jason enjoys hunting, fishing and all types of outdoor activities. Jason coached youth basketball and football in the past and has supported 4-H for several years.

Bill Kanaga
contact-us Call 913-248-6710  INTERNET_BANKING_ICON Email
Bill Kanaga • Investment Services Manager
  • VP & Trust & Investment Officer
  • BS, University of Kansas & MBA, University of Colorado
  • Certified Financial Planner™, Series 7, 66 and insurance licensed 
Bill has been part of the financial industry for two decades. Bill is a respected financial planner and holds the coveted designation of Certified Financial Planner and has been selected twice as a Five-Star Wealth manager in the Kansas City area.


Jenny Barricklow
contact-us Call 785-274-3419  INTERNET_BANKING_ICON  Email
Jennifer Barricklow • Officer - Financial Advisor
  • BA, Washburn University & MBA, Washburn University
  • Series 6, 7, 63, and 65 securities registrations
  • Life and Health licensed
  • Investment Advisor Representative
Jenny has over 20 years of experience in the financial services industry. In her free time, Jenny is heavily involved in many local organizations, including Junior League, Topeka South Rotary Club, Topeka Habitat for Humanity Board, Delta Gamma Education Foundation Board and the Topeka Panhelleic Board. During her free time, you will most often find her volunteering with one of the organizations listed above or on the tennis court. 


contact-us Call 785-267-8518  INTERNET_BANKING_ICON  Email
Julie Mayfield • Investment Program Operations Manager and Brokers Assistant
  • 13 years of experience in the financial services industry
  • Series 6 and 63 securities registered
  • Focused on putting customers' needs first
Originally from Missouri, Julie settled in Topeka nearly 14 years ago. She enjoys volunteering at events such Winter Wonderland for TARC, Festival of Trees’ for SLI, picking up trash for Keep America Beautiful, doing 5k walks for Relay for Life, and traveling.

Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC.  Advisory Services are offered through Cetera Investment Advisers LLC.  Cetera is not affiliated with the financial institution where investment services are offered.  Investments are: •Not FDIC/NCUSIF insured •May lose value •Not financial institution guaranteed •Not a deposit •Not insured by any federal government agency. Advisory services may only be offered by Investment Adviser Representatives.
View Cetera Investment Services privacy policy and other important information.
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
 *For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither Cetera Investment Services LLC nor any of its representatives may give legal or tax advice.
 **Income may be subject to federal alternative minimum tax and state or local taxes.