Investment Services Team

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

Mike Lott

Call 785.267.8547 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.

Joe

Call 785.274.3420 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

Call 785.274.3417 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

Call 913-248-6710 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

Call 785-274-3419 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.

Julie

Call 785-267-8518 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.

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