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OUR TEAM

Individual Commitment to Our Clients is What Makes Our Team Work.
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
Amber-Myers

Amber Myers, CTFA, CISP

Vice President & Relationship Manager
Denny-Lachcik

Denny Lachcik, MBA

Vice President & Portfolio Manager
Greg-Berg

Greg Berg, CFA, CAIA, MBA

Senior Vice President & Senior Portfolio Manager

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

Executive Vice President & Kansas City Market Executive
John-Bailey

John Bailey, CFP®

Senior Vice President & Wealth Management Advisor
Kim Schwend

Kim Schwend, CISP

Assistant Vice President & Relationship Manager
Teresa Douglass

Teresa Douglass, J.D., LLM, CPA

Senior Vice President & Senior Fiduciary Officer

Kyle Search

Senior Vice President & Operations Manager
Josh Hargrove

Andrea Howerton, CTFA, CFP®

Executive Vice President & Jefferson City Market Executive

Bart Schulte, MBA, CWS®

Senior Vice President & Portfolio Manager
Bill Max

Bill Max

Vice President & Senior Portfolio Manager
Brian Dent

Brian Dent, J.D., CTFA

Vice President & Senior Relationship Manager
Debbie VanLoo

Debbie Vanloo, CFP®, CPA

Executive Vice President
Sam-Rathmann

Sam Rathmann, AIF®

Vice President & Portfolio Manager
Ken Frevert

Ken Frevert, MBA, AWMA®

Senior Vice President & Senior Portfolio Manager, Kansas City Location Manager
Melanie Holland

Melanie Holland

Vice President & Relationship Manager
Trenn Garrett

Trenny Garrett, J.D., CTFA

Executive Vice President & Lake Ozark Market Executive
Diane Homan

Diane Homan, CTFA, CISP

Executive Vice President & Springfield Market Executive
Debbie Abraham

Debbie Abraham

Trust Officer
Andrea McKinney

Andrea McKinney, MBA, CFP®

Senior Vice President & Wealth Management Advisor
Jim Lumpe

Jim Lumpe

Vice President & Senior Portfolio Manager

Justin Setser, CTFA, CFP®, MBA

Senior Vice President & Senior Portfolio Manager
Martha Atkisson

Martha Atkisson, CTFA

Vice President & Relationship Manager

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
Nancy O'Neal

Nancy O’Neal, CFP®, CFIRS™

Senior Vice President & Chief Compliance Officer
Carole Warnhoff

Carole Warnhoff, CTFA

Vice President & Senior Relationship Manager
Dan Gunn

Daniel Gunn, J.D., MBA

Vice President & Senior Portfolio Manager
Dawn Federhofer

Dawn Federhofer, CTFA

Senior Vice President & Senior Relationship Manager
John Stieven

John Stieven, Sr., CFA, CFP®

Senior Vice President & Senior Portfolio Manager
Stacey Beatty

Stacey Beatty

Vice President & Portfolio Manager
Barbara Braa

Barbara Braa, MBA, CTFA

Vice President & Relationship Manager
Brent Weber

Brent Weber, AWMA®

Associate Portfolio Manager

Todd Hughes, J.D.

Executive Vice President & Chief Administration Officer
Greg Phillips

Greg Phillips, MBA

Vice President & Portfolio Manager
John Stringer

John Stringer, CFP®, CTFA

Assistant Vice President & Relationship Manager
Chris-Watkins

Chris Watkins, J.D., CTFA

Vice President & Relationship Manager
Emily-Heitman

Emily E. Heitman, CTFA

Fiduciary Officer & Relationship Manager
Kerrie-Rose

Kerrie J. Rose, MBA

Portfolio Specialist
Jordan-Ellis

Jordan Ellis, CPFA®

Vice President & Retirement Services Business Development Officer
Jason-Flores

Jason Flores, CFA, CAIA

Executive Vice President & Chief Investment Officer
Ryan-Zeman

Ryan Zeman, MBA, CTFA

Vice President & Relationship Manager
Larry-Valencia

Larry L. Valencia, CFA

Vice President & Senior Portfolio Manager
Jeni-Wirth

Jeni Wirth, AWMA®

Trust Officer
Robert-Swift

Robert J. Swift, Jr., J.D.

Senior Vice President & Relationship Manager
Kaylan-Harmon

Kaylan Harmon

Trust Officer & Relationship Manager
Jamie-Hickerson

Jamie Hickerson

Trust Officer & Relationship Manager
Jason-Smith

Jason Smith, J.D.

Senior Vice President & Senior Relationship Manager
Charles-Welsh

Charles Welsh, CFP®

Wealth Management Advisor
Bryan-Cooper

Bryan Cooper

Vice President & Wealth Management Advisor
Darrell-Mantle

Darrell Mantle, MBA

Vice President & Relationship Manager
Emily-Kampeter

Emily Kampeter

Vice President & Wealth Management Advisor
Sean-Stout

Sean Stout, MBA, CFA, CFP®

Senior Portfolio Manager
Art-Blackman

Arthur Blackman, MBA

Vice President & Portfolio Manager
Linda-Bowers

Linda Bowers, J.D., CFP®, AEP®, CEPA®

Vice President & Senior Relationship Manager
Anita-Acinelli

Anita Acinelli, CTFA

Vice President & Relationship Manager
Beth-Naylor

Beth Naylor, CTFA

Relationship Manager & Fiduciary Services

George “Chip” Snyder, CRPC®

Vice President & Portfolio Manager
Scott Kellett

Scott M. Kellett, J.D.

President & Chief Executive Officer

W. David Fay, MBA, MLA

Vice President & Wealth Management Advisor

Robert McCracken, CFP®

Vice President & Relationship Manager

Heather Conway, J.D.

Vice President & Relationship Manager

Zechariah Shown, CIMA®, RMA®

Vice President & Portfolio Manager

Chris Harris, J.D., CPA, CFP®

Assistant Vice President & Wealth Management Advisor

Meredith LaRock, CFP®, CTFA

Vice President & St. Louis Market Executive
Scott Kellett

Scott M. Kellett, J.D.

President & Chief Executive Officer

Bruce Ring Jr., MBA, CFA, CTP®

Senior Vice President & Senior Portfolio Manager

Robin Holzschuh, CTFA, TEP, AEP®, ATFA

Vice President & Compliance Officer

John McMinn, MBA, MPA

Vice President & Portfolio Manager

Christian Argyros

Vice President & Wealth Management Advisor

Mary Korner, J.D.

Vice President & Senior Relationship Manager

Robert Simmons, J.D.

Assistant Vice President & Relationship Manager

Jarod Robillard, CFP®

Assistant Vice President & Relationship Manager

Gary Dyer, CFA

Vice President & Portfolio Manager

Christopher Cronin

Relationship Manager

Kayla Hult, MBA

Vice President & Wealth Management Advisor