Springfield Location

Address
3333 S. National, Third Floor
Springfield, MO 65807

Phone: (417) 883-3838
Hours: 8:00 a.m. to 5:00 p.m.

Talk to a Member of Our Team

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Meet Our Springfield Team

Andrea McKinney

Andrea McKinney, MBA, CFP®

Vice President & Wealth Management Advisor
Andrew_Tasset

Andrew Tasset

Vice President - Marketing Manager
Andy Drennen

Andy Drennen, MS, MPAS®, CFP®

Vice President & Portfolio Manager
Debbie Abraham

Debbie Abraham

Trust Officer
Diane Homan

Diane Homan, CTFA, CISP

Executive Vice President & Springfield Market Executive
Janet Helfrecht

Janet Helfrecht, J.D., CTFA

Vice President & Relationship Manager
Jim Lumpe

Jim Lumpe

Vice President & Senior Portfolio Manager
Justin Setser

Justin Setser, CTFA, CFP®, MBA

Vice President & Relationship Manager
Ken Homan

Ken Homan, CIMA®

Senior Vice President & Senior Portfolio Manager
Kristin Carter

Kristin Carter, CPA

Vice President & Tax Officer
Maria Stockton

Maria Stockton, CTFA

Vice President & Relationship Manager
Martha Atkisson

Martha Atkisson, CTFA

Vice President & Relationship Manager
Matthew Suarez

Matthew Suarez, AIF®

Assistant Vice President & Portfolio Manager
Patty Johns

Patty Johns, CTFA

Vice President & Senior Relationship Manager
Peter Harris

Peter Harris, CFP®

Vice President & Portfolio Manager
Renee Gross

Renee Gross

Vice President & Senior Portfolio Manager
Steve Kamienski

Steven Kamienski, J.D.

Vice President & Senior Fiduciary Officer
Todd Hughes

Todd Hughes, J.D.

Vice President & Retirement Services Officer
Wayne Davis

Wayne Davis

Vice President & Relationship Manager
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