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Truman Heartland Community Foundation appreciates the role of the professional advisor in assisting clients with meeting personal and financial goals. For some clients, these goals include gifts to charity. The Dr. Paul M. Thomson Professional Advisor of the Year Award recognizes professional advisors for their outstanding work in facilitating gifts to charity.

2023 Dr. Paul M. Thomson Professional Advisor of the Year

Lori Watson

Lori Watson

Lori Watson is an Edward Jones Financial Advisor with an office in Harrisonville, Missouri. Over the past four years, she has proven to be an exceptional advocate for Truman Heartland Community Foundation. She has made several donor referrals, and during this time, two of her clients have created permanently endowed funds at the Foundation with very significant gifts. Lori manages the largest investment account THCF has within our Financial Advisor Program and is an avid advocate for the Foundation. In addition to referring her clients, Lori has helped with THCF’s transition into Cass County by making introductions to other advisors and community leaders.

Past Recipients

2022 – Clint Anderson, Stifel Financial Corp.
2020 – Adam Kliethermos, Edward Jones
2019 – George N. Koepp, Edward Jones
2017 – Ron Finke, Stewardship Capital
2015 – Dennis Bacon, Bacon Financial Advisors
2014 – Doug Hammer, Edward Jones
2013 – Cliff Jones, Edward Jones
2012 – James R. Stilley, Jr., Stilley & Fowler PC
2011 – William Richard “Rick” Henks, Henks Financial Group
2010 – Buford “Bunk” L. Farrington, Humphrey, Farrington, McClain

Woman accepting award
Lori Watson with Phil Hanson (left) and Jeff Walters (right).