Columbia Office Information

720 E. Broadway
Columbia, MO 65201

Phone: (573) 874-8490

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

Julie Firmand, CRPP™, AIF®

Retirement Services Officer

Direct Phone

(573) 817-8621

Email Address


Julie has more than 10 years of experience in retirement services. Her primary responsibilities are to provide advisory, administrative services and educational presentations for 401(k), 457, and 403b retirement plan sponsors and participants.

Prior to working with Central Trust Company, Julie spent 15 years as a sales manager for group travel excursions, escorting senior travelers throughout the world.

Education & Certifications

  • ASPPA Retirement Plan Fundamentals (RPF)
  • Cannon Retirement Plan School I & II
  • Accredited Investment Fiduciary® (AIF®)
  • Certified Retirement Plan Professional™ (CRPP™)

Interests & Activities

Julie is a frequent mentor for Hispanic women throughout her community. In her spare-time, she enjoys spending time with her husband, traveling, hiking, and cooking.

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