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Jefferson City Location

Address
111 E. Miller St.
Jefferson City, MO 65101

Phone: (537) 634-1291
Hours: 8:00 a.m. to 5:00 p.m.

Our Jefferson City Team

Adam Wyrick

Adam Wyrick

Compliance Officer
Andrea Howerton

Andrea Howerton, CTFA

Vice President & Relationship Manager
Bart Schulte

Bart Schulte, MBA, CWS®

Vice President & Portfolio Manager
Bill Max

Bill Max

Vice President & Senior Portfolio Manager
Brian Dent

Brian Dent, J.D., CTFA

Vice President & Senior Relationship Manager
Debbie VanLoo

Debbie Vanloo, CFP®, CPA

Senior Vice President & Jefferson City Market Executive
Gloria Johnson

Gloria Johnson

Trust Administrator
Jill Dobbs

Jill Dobbs, CFP®

Vice President & Wealth Management Advisor
Josh Hargrove

Josh Hargrove, AIF, CAIA, CFA, CIPM, CMT, FRM, MSF

Vice President & Investment Strategist
Kyle Search

Kyle Search, CFIRS

Vice President & Operations Manager
Matt Tolksdorf

Matt Tolksdorf, CFA

Senior Vice President & Senior Portfolio Manager
Pamela Henrickson

Pamela Henrickson, J.D.

Vice President & Relationship Manager
Sam Rathmann

Sam Rathmann, AIF®

Assistant Vice President & Portfolio Manager

Scott M. Kellett, J.D.

President & Chief Executive Officer
Steve Brennaman

Steve Brennaman

Vice President & Senior Portfolio Manager
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