Client Portal
Curated Knowledge From Our Trusted Advisors
A wealth advisor serves as a central partner in a client’s financial life, offering expertise,
A wealth advisor serves as a central partner in a client’s financial life, offering expertise,
With nearly a decade of experience in finance, Joe supports portfolio oversight and client service
Luke works closely with relationship managers and portfolio managers to support comprehensive financial planning for
With more than 15 years of legal experience, Anthony focuses on estate planning and administration,
Kevin brings nearly 20 years of experience in the financial services industry, having held advisory
Robert has been serving clients in the financial industry since 2011, primarily focused on advising
With over 15 years of experience in the financial services and investment industry, Katie is
With nearly three decades of experience in the financial services industry, Andi has built a
Since 2016, Zechariah has built a successful career in the finance industry and is a
David joins Central Trust with more than 25 years of experience in the financial services
Trenny has been in the legal and financial services industry since 1995. Her primary role
Todd has spent his entire career educating and working with retirement plan sponsors on their
Steve is an experienced financial services professional with a career spanning just under three decades.
Stacey began her career in the financial services industry in 1997. Her primary role at
Sean Stout is an influential investment executive with nearly two decades of industry experience. He
Scott began his trust and investment career as a Trust Administrative Officer at Boone County
Ryan has over 20 years of experience in the financial industry, working specifically at trust
Ryan has extensive experience in financial services, having spent over four years as a financial
Robin’s career includes pivotal positions held at various prominent financial institutions where she focused on
Robert began his professional career in 2000, where he held a leadership position overseeing safety,
Robert has been in the financial services and banking industry for more than 30 years,
Renee has more than 30 years of experience in the financial services industry. Early in
Peter has worked in the financial industry for 20+ years, serving as a personal banker,
Patty has more than 25 years of experience in the financial service industry, serving 20
Nicole has 18 years of experience in the wealth management industry, where she specializes in
Melissa (Missy) joined Central Trust in 2025 and is a seasoned financial professional with over
With nearly two decades of experience in investment management, Michael (Mike) joined Central Trust Company
Meredith began her career in the financial services industry in 2004. She came to Central
Megan is an accomplished professional who brings valuable experience to her role. Since beginning her
Matthew joined Central Trust Company in 2014. He is dedicated to helping clients build a
Matt is a highly skilled and accomplished legal and financial professional with extensive industry knowledge
Curated Knowledge From Our Trusted Advisors

It seems like every other week another lottery jackpot crosses the billion-dollar threshold. One drawing