Dave Stepanek

Columbia Office Information

720 E. Broadway
Columbia, MO 65201

Phone: (573) 874-8490

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

Dave Stepanek

Executive Vice President & Chief Operating Officer

Direct Phone


Email Address


Dave has more than 29 years of experience in the financial services industry, joining Central Trust Company in 1994. He served as the Market Executive for Columbia and Kansas City from 2008 to 2017. During this time, he managed several client relationships, providing wealth advisory, tax and estate planning, and fiduciary services.

As Chief Operating Officer, Dave’s primary responsibility is to oversee financial planning services, trust operations, retirement services, and our business development teams. He also works closely with the CEO to develop goals and strategies for the company.

Education & Certifications

  • Bachelor of Science in Business Administration, University of Missouri – St. Louis

Interests & Activities

Dave is active in his community, serving on the board of directors of Welcome Home, which provides shelter for homeless veterans. He is also active in the Chamber of Commerce, and volunteers his time to the United Way Leadership Circle and the Special Olympics.

Our Columbia Team

Amber Myers

Amber Myers, CTFA, CISP

Vice President & Relationship Manager
Bryan Alee

Bryan Allee, J.D.

Senior Vice President & Chief Fiduciary Officer

Chris Watkins, J.D.

Vice President & Relationship Manager
Dave Stepanek

Dave Stepanek

Executive Vice President & Chief Operating Officer

Denny Lachcik, MBA

Assistant Vice President & Portfolio Manager

Greg Berg, CFA, CAIA, MBA

Senior Vice President & Senior Portfolio Manager
Greg Jones

Greg Jones, J.D.

Senior Vice President & Relationship Manager
Hamilton Trinidad

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

Vice President & Senior Portfolio Manager
Jan Witherwax

Jan Witherwax, CTFA

Assistant Vice President & Relationship Manager

John Bailey, CFP®

Senior Vice President & Wealth Management Advisor
John Stringer

John Stringer, CFP®

Trust Officer & Relationship Manager

Julie Firmand, CRPP™, AIF®

Retirement Services Officer
Keith Schawo

Keith Schawo, CTFA

Executive Vice President & Columbia Market Executive
Kim Schwend

Kim Schwend, CISP

Assistant Vice President & Relationship Manager
Sarah Hanneken

Sarah Hanneken, CTFA

Vice President & Relationship Manager
Steven Jeffrey

Steven Jeffrey, CFP®, CIMA®, MBA

Senior Vice President & Senior Portfolio Manager
Teresa Douglass

Teresa Douglass, J.D., LLM, CPA

Senior Vice President & Senior Fiduciary Officer