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™
Assistant Vice President & Compliance Officer
Andrea Howerton, CTFA, CFP®
Senior Vice President & Jefferson City Market Executive
Bart Schulte, MBA, CWS®
Senior Vice President & Portfolio Manager
Bill Max
Vice President & Senior Portfolio Manager
Brian Dent, J.D., CTFA
Vice President & Senior Relationship Manager
Darrell Mantle, MBA
Vice President & Relationship Manager
Debbie Vanloo, CFP®, CPA
Executive Vice President
Emily Kampeter
Vice President & Wealth Management Advisor
Greg Phillips, MBA
Vice President & Portfolio Manager
Jill Dobbs, CFP®
Vice President & Wealth Management Advisor
Josh Hargrove, AIF®, CAIA, CFA, CIPM, CMT, FRM, MSF
Senior Vice President & Investment Strategist
Kerrie J. Rose, MBA
Portfolio Specialist
Kyle Search
Senior Vice President & Operations Manager
Pamela Henrickson, J.D.
Vice President & Relationship Manager
Robert J. Swift, Jr., J.D.
Senior Vice President & Relationship Manager
Sam Rathmann, AIF®
Vice President & Portfolio Manager
Scott M. Kellett, J.D.
President & Chief Executive Officer