Columbia Office Information

720 E. Broadway
Columbia, MO 65201

Phone: (573) 874-8490

Hours: 8:00 a.m. to 5:00 p.m.

Chris Harris, J.D., CPA

Assistant Vice President & Wealth Management Advisor

Direct Phone

(573) 817-8789

Email Address

Chris, a distinguished tax professional, has focused on navigating the intricacies of the ever-changing tax landscape for the last seven years. Chris leverages his legal and accounting background to help clients achieve their financial goals. He also specializes in income tax planning, estate tax planning, trust administration, and wealth management.

Education & Certifications

  • Juris Doctor (Concentration in Tax with Honors), University of Missouri – School of Law
  • Bachelor of Science in Business Administration with an emphasis in Finance & Banking, University of Missouri
  • Certified Public Accountant (CPA)

Interests & Activities

Beyond Chris’ professional accomplishments, he is a dedicated member of The Crossing Church, a member of the Missouri Bar Association, a member of the Mid Missouri Estate Planning Council, and a member of the American Institute of Certified Public Accountants. Chris also enjoys spending time with family, playing golf, and Cheering on the Kansas City Chiefs and Mizzou Tigers.

Our Columbia Team


Amber Myers, CTFA, CISP

Vice President & Relationship Manager

Arthur Blackman

Vice President & Portfolio Manager
Bryan Alee

Bryan Allee, J.D.

Executive Vice President & Chief Fiduciary Officer

Chris Harris, J.D., CPA

Assistant Vice President & Wealth Management Advisor

Chris Watkins, J.D.

Vice President & Relationship Manager
Dave Stepanek

Dave Stepanek

Executive Vice President & Chief Operating Officer

Denny Lachcik, MBA

Vice President & Portfolio Manager

Beth Naylor, CTFA

Relationship Manager & Fiduciary Services

Greg Berg, CFA, CAIA, MBA

Senior Vice President & Senior Portfolio Manager

John Bailey, CFP®

Senior Vice President & Wealth Management Advisor
John Stringer

John Stringer, CFP®, CTFA

Assistant Vice President & Relationship Manager

Julie Firmand, CRPP™, AIF®

Vice President & Relationship Manager
Kim Schwend

Kim Schwend, CISP

Assistant Vice President & Relationship Manager
Scott Kellett

Scott M. Kellett, J.D.

President & Chief Executive Officer
Teresa Douglass

Teresa Douglass, J.D., LLM, CPA

Senior Vice President & Senior Fiduciary Officer