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, CISP
Assistant Vice President & Relationship Manager
Amy Henderson, J.D., CTFA
Vice President & Relationship Manager
Bryan Allee, J.D.
Senior Vice President & Chief Fiduciary Officer
Dave Stepanek
Executive Vice President & Chief Operating Officer
Denny Lachcik
Assistant Vice President & Portfolio Manager
Dr. John Boudinot
Vice President & Retirement Services Manager
Greg Berg, CFA, CAIA
Senior Vice President & Senior Portfolio Manager
Greg Jones, J.D.
Vice President & Relationship Manager
Hamilton Trinidad, AFIM®, APMA®, AWMA®, CMFC®
Vice President & Senior Portfolio Manager
Jan Witherwax, CTFA
Assistant Vice President & Relationship Manager
John Bailey, CFP®
Senior Vice President & Wealth Management Advisor
Keith Schawo, CTFA
Executive Vice President & Columbia Market Executive
Kevin Carey, CFA
Vice President & Senior Portfolio Manager
Kim Schwend, CISP
Assistant Vice President & Relationship Manager
Sarah Hanneken, CTFA
Assistant Vice President & Relationship Manager
Steven Jeffrey, CFP®, CIMA®
Senior Vice President & Senior Portfolio Manager
Teresa Douglass, J.D., LLM, CPA
Vice President & Senior Fiduciary Officer
