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Columbia Location

Address
720 E. Broadway
Columbia, MO 65201

Phone: (573) 874-8490
Hours: 8:00 a.m. to 5:00 p.m.

Our Columbia Team

Amber Myers

Amber Myers, CISP

Trust Officer & Relationship Manager
Amy Henderson

Amy Henderson, J.D., CTFA

Vice President & Relationship Manager
Bryan Alee

Bryan Allee, J.D.

Senior Vice President & Chief Fiduciary Officer
Dave Stepanek

Dave Stepanek

Executive Vice President & Chief Operating Officer
Denny Lachcik

Denny Lachcik

Assistant Vice President & Portfolio Manager
John Boudinot

Dr. John Boudinot

Vice President & Retirement Services Manager
Greg Berg

Greg Berg, CFA, CAIA

Senior Vice President & Senior Portfolio Manager
Greg Jones

Greg Jones, J.D.

Vice President & Relationship Manager
Hamilton Trinidad

Hamilton Trinidad, AFIM®, APMA®, AWMA®, CMFC®

Vice President & Senior Portfolio Manager
Jan Witherwax

Jan Witherwax, CTFA

Assistant Vice President & Relationship Manager
John Bailey

John Bailey, CFP®

Senior Vice President & Wealth Management Advisor
Keith Schawo

Keith Schawo, CTFA

Executive Vice President & Columbia Market Executive
Kevin Carey

Kevin Carey, CFA

Vice President & Senior Portfolio Manager
Kim Schwend

Kim Schwend, CISP

Assistant Vice President & Relationship Manager
Sarah Hanneken

Sarah Hanneken, CTFA

Trust Officer & Relationship Manager
Steven Jeffrey

Steven Jeffrey, CFP®, CIMA®

Senior Vice President & Senior Portfolio Manager
Teresa Douglass

Teresa Douglass, J.D., LLM, CPA

Vice President & Senior Fiduciary Officer
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