Address
720 E. Broadway
Columbia, MO 65201
Phone: (573) 874-8490
Hours: 8:00 a.m. to 5:00 p.m.
Talk to a Member of Our Team
Meet Our Columbia Team
Amber Myers, CTFA, CISP
Vice President & Relationship Manager
Bryan Allee, J.D.
Senior Vice President & Chief Fiduciary Officer
Chris Watkins, J.D.
Vice President & Relationship Manager
Dave Stepanek
Executive Vice President & Chief Operating Officer
Denny Lachcik, MBA
Vice President & Portfolio Manager
Greg Berg, CFA, CAIA, MBA
Senior Vice President & Senior Portfolio Manager
Greg Jones, J.D.
Senior Vice President & Relationship Manager
Hamilton Trinidad, AFIM®, APMA®, AWMA®, CMFC®
Senior Vice President & Senior Portfolio Manager
Jan Witherwax, CTFA
Assistant Vice President & Relationship Manager
John Bailey, CFP®
Senior Vice President & Wealth Management Advisor
John Stringer, CFP®, CTFA
Assistant Vice President & Relationship Manager
Julie Firmand, CRPP™, AIF®
Retirement Services Officer
Keith Schawo, CTFA
Executive Vice President & Columbia Market Executive
Kim Schwend, CISP
Assistant Vice President & Relationship Manager
Sarah Hanneken, CTFA
Vice President & Relationship Manager
Steven Jeffrey, CFP®, CIMA®, MBA
Senior Vice President & Senior Portfolio Manager
Teresa Douglass, J.D., LLM, CPA
Senior Vice President & Senior Fiduciary Officer