OUR LEADERSHIP

Effective Leaders Always Put Others First. Especially You.

Our Executive Leadership

Jeff-Cowley

Jeff Cowley, J.D., AEP®

Executive Vice President & St. Louis Market Executive
Hamilton-Trinidad

Hamilton Trinidad, AFIM®, APMA®, AWMA®, CMFC®

Senior Vice President & Kansas City Market Executive
Scott Kellett

Scott M. Kellett, J.D.

President & Chief Executive Officer
Dave Stepanek

Dave Stepanek

Executive Vice President & Chief Operating Officer
Bryan Alee

Bryan Allee, J.D.

Senior Vice President & Chief Fiduciary Officer
Nancy O'Neal

Nancy O’Neal, CFP®, CFIRS™

Senior Vice President & Chief Compliance Officer
Diane Homan

Diane Homan, CTFA, CISP

Executive Vice President & Springfield Market Executive
Keith-Schawo

Keith Schawo, CTFA

Executive Vice President & Columbia Market Executive
Debbie VanLoo

Debbie Vanloo, CFP®, CPA

Executive Vice President & Jefferson City Market Executive

Our Administration

Adam Wyrick

Adam Wyrick, CFIRS™

Assistant Vice President & Compliance Officer
Andrew_Tasset

Andrew Tasset

Vice President - Marketing Manager
John Sastry

John Sastry, J.D., CFP®

Vice President & Financial Planning Officer
Josh Hargrove

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

Senior Vice President & Investment Strategist
Kristin-Carter

Kristin Carter, CPA

Vice President & Tax Officer
Kyle Search

Kyle Search

Senior Vice President & Operations Manager
Todd Hughes

Todd Hughes, J.D.

Vice President & Retirement Services Officer