Adam Wyrick, CFIRS™
Assistant Vice President & Compliance Officer
Amber Myers, CTFA, CISP
Vice President & Relationship Manager
Andrea Howerton, CTFA, CFP®
Senior Vice President & Relationship Manager
Andrea McKinney, MBA, CFP®
Vice President & Wealth Management Advisor
Andrew Rzonca
Assistant Vice President & Wealth Management Advisor
Andrew Tasset
Vice President - Marketing Manager
Andy Holmes, AWMA®
Vice President & Wealth Management Advisor
Barbara Braa, MBA, CTFA
Vice President & Relationship Manager
Bart Schulte, MBA, CWS®
Senior Vice President & Portfolio Manager
Bill Max
Vice President & Senior Portfolio Manager
Brent Weber, AWMA®
Assistant Portfolio Manager
Brian Dent, J.D., CTFA
Vice President & Senior Relationship Manager
Bryan Allee, J.D.
Senior Vice President & Chief Fiduciary Officer
Carole Warnhoff, CTFA
Assistant Vice President & Relationship Manager
Chris Watkins, J.D.
Vice President & Relationship Manager
Daniel Gunn, J.D., MBA
Vice President & Senior Portfolio Manager
Dave Stepanek
Executive Vice President & Chief Operating Officer
Dawn Federhofer, CTFA
Senior Vice President & Senior Relationship Manager
Debbie Abraham
Trust Officer
Debbie Vanloo, CFP®, CPA
Executive Vice President & Jefferson City Market Executive
Denny Lachcik, MBA
Vice President & Portfolio Manager
Diane Homan, CTFA, CISP
Executive Vice President & Springfield Market Executive
Emily E. Heitman, CTFA
Fiduciary Officer & Relationship Manager
Evan Sowers, MBA
Executive Vice President & St. Louis Market Executive
Genny McIntire
Trust Officer & Relationship Manager
Gloria Johnson, CTFA
Assistant Vice President & Trust Officer
Greg Berg, CFA, CAIA, MBA
Senior Vice President & Senior Portfolio Manager
Greg Jones, J.D.
Senior Vice President & Relationship Manager
Greg Phillips, MBA
Vice President & Portfolio Manager
Hamilton Trinidad, AFIM®, APMA®, AWMA®, CMFC®
Senior Vice President & Senior Portfolio Manager
Jamie Hickerson
Trust Administrator
Jan Witherwax, CTFA
Assistant Vice President & Relationship Manager
Janet Helfrecht, J.D., CTFA
Vice President & Relationship Manager
Jason Smith, J.D.
Vice President & Senior Relationship Manager
Jeni Wirth, AWMA®
Trust Administrator
Jill Dobbs, CFP®
Vice President & Wealth Management Advisor
Jim Lumpe
Vice President & Senior Portfolio Manager
John Bailey, CFP®
Senior Vice President & Wealth Management Advisor
John Sastry, J.D., CFP®
Vice President & Financial Planning Officer
John Stieven, Sr., CFA, CFP®
Vice President & Senior Portfolio Manager
John Stringer, CFP®, CTFA
Assistant Vice President & Relationship Manager
Jordan Ellis, CPFA
Retirement Services Relationship Manager
Josh Hargrove, AIF®, CAIA, CFA, CIPM, CMT, FRM, MSF
Senior Vice President & Investment Strategist
Julie Firmand, CRPP™, AIF®
Retirement Services Officer
Justin Setser, CTFA, CFP®, MBA
Vice President & Portfolio Manager
Kaylan Harmon
Trust Administrator
Keith Schawo, CTFA
Executive Vice President & Columbia Market Executive
Ken Frevert, MBA, AWMA®
Senior Vice President & Senior Portfolio Manager, Kansas City Location Manager
Ken Homan, CIMA®
Senior Vice President & Senior Portfolio Manager
Kerrie J. Rose, MBA
Portfolio Specialist
Kevin Bohn, CTFA, CFP®
Vice President & Senior Relationship Manager
Kim Schwend, CISP
Assistant Vice President & Relationship Manager
Kristin Carter, CPA
Vice President & Tax Officer
Kyle Search
Senior Vice President & Operations Manager
Jason Flores, CFA, CAIA
Senior Vice President & Senior Portfolio Manager
Larry L. Valencia, CFA
Vice President & Senior Portfolio Manager
Maria Stockton, CTFA, CISP
Vice President & Relationship Manager
Martha Atkisson, CTFA
Vice President & Relationship Manager
Matt Tolksdorf, CFA, MBA
Senior Vice President & Senior Portfolio Manager
Matthew Suarez, AIF®, CPFA
Vice President & Portfolio Manager
Melanie Holland
Vice President & Relationship Manager
Nancy O’Neal, CFP®, CFIRS™
Senior Vice President & Chief Compliance Officer
Pamela Henrickson, J.D.
Vice President & Relationship Manager
Patty Johns, CTFA
Vice President & Senior Relationship Manager
Peter Harris, CFP®
Vice President & Portfolio Manager
Renee Gross, CSRIC®
Vice President & Senior Portfolio Manager
Robert J. Swift, Jr., J.D.
Senior Vice President & Relationship Manager
Ryan Mancini, MBA, AFIM®
Vice President & Portfolio Manager
Ryan Zeman, CTFA
Assistant Vice President & Relationship Manager
Sam Rathmann, AIF®
Vice President & Portfolio Manager
Sarah Hanneken, CTFA
Vice President & Relationship Manager
Scott M. Kellett, J.D.
President & Chief Executive Officer
Stacey Beatty
Vice President & Portfolio Manager
Steve Johnson, MBA
Senior Vice President & Senior Portfolio Manager
Steven Jeffrey, CFP®, CIMA®, MBA
Senior Vice President & Senior Portfolio Manager
Teresa Douglass, J.D., LLM, CPA
Senior Vice President & Senior Fiduciary Officer
Todd Hughes, J.D.
Vice President & Retirement Services Officer
Trenny Garrett, J.D., CTFA
Senior Vice President & Relationship Manager, Lake Ozark Location Manager
Vance Urick, CTFA
Senior Vice President & Senior Portfolio Manager
Wayne Davis
Vice President & Relationship Manager