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®

Senior Vice President & Wealth Management Advisor
Andrew_Tasset

Andrew Tasset

Vice President - Marketing Manager
Debbie Abraham

Debbie Abraham

Trust Officer
Diane Homan

Diane Homan, CTFA, CISP

Executive Vice President & Springfield Market Executive
Jamie-Hickerson

Jamie Hickerson

Trust Officer & Relationship Manager
Jason-Smith

Jason Smith, J.D.

Senior Vice President & Senior Relationship Manager
Jeni-Wirth

Jeni Wirth, AWMA®

Trust Officer
Jim Lumpe

Jim Lumpe

Vice President & Senior Portfolio Manager
Jordan-Ellis

Jordan Ellis, CPFA™

Retirement Services Relationship Manager
Justin Setser

Justin Setser, CTFA, CFP®, MBA

Vice President & Portfolio Manager
Kaylan-Harmon

Kaylan Harmon

Trust Officer & Relationship Manager
Kristin-Carter

Kristin Carter, CPA

Vice President & Tax Officer
Jason-Flores

Jason Flores, CFA, CAIA

Chief Investment Officer
Martha Atkisson

Martha Atkisson, CTFA

Vice President & Relationship Manager
Matthew Suarez

Matthew Suarez, AIF®, CPFA™

Vice President & Portfolio Manager
Patty Johns

Patty Johns, CTFA

Senior Vice President & Senior Relationship Manager
Peter Harris

Peter Harris, CFP®

Vice President & Portfolio Manager
Renee Gross

Renee Gross, CSRIC®

Senior Vice President & Senior Portfolio Manager
Todd Hughes

Todd Hughes, J.D.

Vice President & Retirement Services Officer
Wayne Davis

Wayne Davis

Vice President & Relationship Manager