Address
111 E. Miller St.
Jefferson City, MO 65101
Phone: (573) 634-1291
Hours: 8:00 a.m. to 5:00 p.m.
Talk to a Member of Our Team
Meet Our Jefferson City Team
Adam Wyrick, CFIRS™
Compliance Officer
Andrea Howerton, CTFA, CFP®
Vice President & Relationship Manager
Bart Schulte, MBA, CWS®
Vice President & Portfolio Manager
Bill Max
Vice President & Senior Portfolio Manager
Brian Dent, J.D., CTFA
Vice President & Senior Relationship Manager
Debbie Vanloo, CFP®, CPA
Senior Vice President & Jefferson City Market Executive
Gloria Johnson, CTFA
Assistant Vice President & Trust Officer
Greg Phillips, MBA
Assistant Vice President & Portfolio Manager
Jill Dobbs, CFP®
Vice President & Wealth Management Advisor
Josh Hargrove, AIF, CAIA, CFA, CIPM, CMT, FRM, MSF
Vice President & Investment Strategist
Kyle Search, CFIRS
Vice President & Operations Manager
Matt Tolksdorf, CFA, MBA
Senior Vice President & Senior Portfolio Manager
Pamela Henrickson, J.D.
Vice President & Relationship Manager
Sam Rathmann, AIF®
Assistant Vice President & Portfolio Manager
Scott M. Kellett, J.D.
President & Chief Executive Officer
Steve Brennaman
Vice President & Senior Portfolio Manager
