Charlie Kirschner, AIF®, CIP®

Charlie is a seasoned wealth management and trust operations leader with more than 20 years of experience driving client experience, operational excellence, and product innovation across financial services organizations. He holds the Accredited Investment Fiduciary (AIF) and Certified IRA Professional (CIP) designations.

As Managing Director of Wealth Management Client Experience at Sunflower Bank, he leads enterprise efforts to elevate client engagement, optimize service delivery, and align wealth management solutions with evolving client needs. He has a strong track record of bridging strategy and execution by translating complex business requirements into scalable solutions that enhance both client satisfaction and organizational performance.

Prior to joining Sunflower Bank, Charlie spent over eight years at First Western Trust in senior leadership roles spanning planning, trust, and investment management client services. There, he served as a key subject matter expert, leading cross-functional initiatives to integrate products, improve operational processes, strengthen risk controls, and implement technology solutions in partnership with internal stakeholders and third-party vendors.

Throughout his career, including leadership roles at Charles Schwab, Broadridge Financial Solutions, and MG Trust Company, he has developed deep expertise in trust and investment operations, product development, regulatory compliance, and large-scale process improvement. He is known for his ability to lead complex initiatives, manage high-performing teams, and deliver measurable improvements in efficiency, risk mitigation, and client experience.