Peter Harris, CFP®
Peter has worked in the financial services industry for more than ten years, serving as a personal banker, mortgage banker, private banker, and investment consultant for corporate retirement plans and…
Justin Setser, CTFA, CFP®, MBA
Justin has been in the financial services industry since 2008. He began his career in banking and made the transition into financial advising and trust. His primary role is to…
Andrea McKinney, MBA, CFP®
Andrea has been working in the financial services industry since 2000. She began her career in municipal finance and made the transition into trust and private banking. Her primary role…
Debbie Vanloo, CFP®, CPA
Debbie has been in the financial services industry since 1982. Her primary role at Central Trust Company is to provide wealth advisory; tax and estate planning strategies; and fiduciary services…
Andrea Howerton, CTFA, CFP®
Andrea has been with Central Trust Company since 2005 and has over 14 years of experience in the financial services industry. Her primary role at Central Trust Company is to…
John Bailey, CFP®
John began his financial services career in Columbia, Missouri, in 1996. His primary role with Central Trust is to develop relationships with potential clients and match client investment and estate…
Retirement Investing is Not “One Size Fits All”
Maximize your retirement wealth by understanding the complexities beyond market timing. Learn how our personalized approach to retirement investing considers your unique goals, going beyond the 'one size fits all' strategy.
The Sandwich Generation, Part I: Protecting Your Parents’ Financial Future
Discover helpful strategies “sandwich-ers” can utilize when providing assistance and guidance to those they care about, while also balancing and protecting their own financial nest eggs in this two-part series.
Donor Advised Funds: What You Should Know
Learn the power of Donor Advised Funds (DAFs) for tax-efficient and impactful giving. Enjoy immediate deductions, strategic contribution timing, privacy, and tax-free growth, making them a streamlined choice for meaningful philanthropy.
What Can a Financial Plan Do for Me?
The importance of having a solid financial plan cannot be overstated. Financial planning serves as a guiding light, illuminating the path towards achieving your life's aspirations and ensuring a secure and comfortable future.