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
Meet Our Springfield Team
Andrea McKinney, MBA, CFP®
Vice President & Wealth Management Advisor
Andrew Tasset
Vice President - Marketing Manager
Andy Drennen, MS, MPAS®, CFP®
Vice President & Portfolio Manager
Debbie Abraham
Trust Officer
Diane Homan, CTFA, CISP
Executive Vice President & Springfield Market Executive
Janet Helfrecht, J.D., CTFA
Vice President & Relationship Manager
Jim Lumpe
Vice President & Senior Portfolio Manager
Jordan Ellis
Retirement Services Relationship Manager
Justin Setser, CTFA, CFP®, MBA
Vice President & Relationship Manager
Ken Homan, CIMA®
Senior Vice President & Senior Portfolio Manager
Kristin Carter, CPA
Vice President & Tax Officer
Maria Stockton, CTFA, CISP
Vice President & Relationship Manager
Martha Atkisson, CTFA
Vice President & Relationship Manager
Matthew Suarez, AIF®
Assistant Vice President & Portfolio Manager
Patty Johns, CTFA
Vice President & Senior Relationship Manager
Peter Harris, CFP®
Vice President & Portfolio Manager
Renee Gross, CSRIC™
Vice President & Senior Portfolio Manager
Steven Kamienski, J.D.
Vice President & Senior Fiduciary Officer
Todd Hughes, J.D.
Vice President & Retirement Services Officer
Wayne Davis
Vice President & Relationship Manager