Contact Us
Contact information
Email: caremor@umb.com
Fax Number: 515-368-6070
Mailing Address:
UMB Bank, NA
7155 Lake Drive, Suite 120
West Des Moines, Iowa 50266
Benchmark Investment Advisors
is the investment firm for the trust. Benchmark offers a full range of exceptional financial services for cemetery owners and your businesses.
John Swift, CFA®, CPA, who is the Chief Investment Officer and Financial Advisor for Caremor Cemetery Trust, advises the trustee and communicates with cemetery owners regarding investments.
- Phone Number: 312-259-9595
- Email Address: jswift@trustbenchmark.com
Tim Vance, Vice President of Sales and Client Services, is the face-to-face contact for Caremor Cemetery Trust. Questions regarding transferring accounts to, or how to establish your facility with Caremor Cemetery Trust can be directed to Tim.
- Phone Number: 630-217-7976
- Email Address: tvance@trustbenchmark.com
UMB Bank
Melissa Stover 515-368-6062
UMB Senior VP/CT Regional Manager
Diana Van Vleet 515-368-6063
UMB VP/CT Relationship Manager
Natalie Lawless 515-368-6065
UMB CT/Sr. Assoc. Relationship Manager
Diana and Natalie are responsible for the day-to-day administration and accounting. They are your contacts for the Trust to set up new accounts or additions, handling disbursements, and any other questions or assistance you may need. Feel free to call Diana and Natalie for all your needs. Please fax or email account documents for account disbursements.
Send us a message.