OUR LEADERSHIP

Effective Leaders Always Put Others First. Especially You.

Our Executive Leadership

Jeff-Cowley

Jeff Cowley, J.D., CEPA, AEP®

Executive Vice President & St. Louis Market Executive
Jason-Flores

Jason Flores, CFA, CAIA

Executive Vice President & Chief Investment Officer
Todd Hughes

Todd Hughes, J.D.

Executive Vice President & Chief Administration Officer
Hamilton-Trinidad

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

Executive Vice President & Kansas City Market Executive
Andrea Howerton

Andrea Howerton, CTFA, CFP®

Executive Vice President & Jefferson City Market Executive
Trenn Garrett

Trenny Garrett, J.D., CTFA

Executive Vice President & Lake Ozark Market Executive
Kristin-Carter

Kristin Carter, CPA

Senior Vice President & Chief Tax Officer
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.

Executive 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

Our Administration

Adam Wyrick

Adam Wyrick, CFIRS™

Vice President & Compliance Officer
John Sastry

John Sastry, J.D., CFP®

Vice President & Financial Planning Officer
Josh Hargrove
Kyle Search

Kyle Search

Senior Vice President & Operations Manager