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
Andrea Howerton, CTFA, CFP®
Executive 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
Bruce Ring Jr., MBA, CFA, CTP®
Senior Vice President & Senior Portfolio Manager
Darrell Mantle, MBA
Vice President & Relationship Manager
Debbie Vanloo, CFP®, CPA
Executive Vice President
Greg Phillips, MBA
Vice President & Portfolio Manager
Heather Conway, J.D.
Vice President & Relationship Manager
Josh Hargrove, AIFA®, CAIA, CFA, CIPM, CMT, FRM, MSF
Chief Investment Strategist
Kerrie J. Rose, MBA
Portfolio Specialist
Kyle Search
Chief Operating Officer
Robert J. Swift, Jr., J.D.
Senior Vice President & Relationship Manager
Robert Simmons, J.D.
Assistant Vice President & Relationship Manager
Sam Rathmann, AIF®
Vice President & Portfolio Manager
Scott M. Kellett, J.D.
President & Chief Executive Officer
Zechariah Shown, CIMA®, RMA®
Vice President & Portfolio Manager