Jefferson City Location

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

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Meet Our Jefferson City Team

Adam Wyrick

Adam Wyrick, CFIRS™

Assistant Vice President & Compliance Officer
Andrea Howerton

Andrea Howerton, CTFA, CFP®

Senior Vice President & Jefferson City Market Executive
Bart Schulte

Bart Schulte, MBA, CWS®

Senior 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
Darrell-Mantle

Darrell Mantle, MBA

Vice President & Relationship Manager
Debbie VanLoo

Debbie Vanloo, CFP®, CPA

Executive Vice President
Emily-Kampeter

Emily Kampeter

Vice President & Wealth Management Advisor
Greg Phillips

Greg Phillips, MBA

Vice President & Portfolio Manager
Jill-Dobbs

Jill Dobbs, CFP®

Vice President & Wealth Management Advisor
Josh Hargrove

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

Senior Vice President & Investment Strategist
Kerrie-Rose

Kerrie J. Rose, MBA

Portfolio Specialist
Kyle Search

Kyle Search

Senior Vice President & Operations Manager
Pamela Henrickson

Pamela Henrickson, J.D.

Vice President & Relationship Manager
Robert-Swift

Robert J. Swift, Jr., J.D.

Senior Vice President & Relationship Manager
Sam Rathmann

Sam Rathmann, AIF®

Vice President & Portfolio Manager
Scott Kellett

Scott M. Kellett, J.D.

President & Chief Executive Officer