Justin Setser

Springfield Office Information

3333 S. National, Third Floor
Springfield, MO 65807

Phone: (417) 883-3838

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

Justin Setser, CTFA, CFP®, MBA

Senior Vice President & Senior Portfolio Manager

Direct Phone


Email Address


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 work with clients to structure and manage customized investment plans while incorporating income tax and estate planning strategies.

Education & Certifications

  • Certified Financial  Planner™ Professional (CFP®)
  • Certified Trust and Fiduciary Advisor (CTFA)
  • Master of Business Administration, Missouri State University
  • Bachelor of Business Administration in Accounting, Southeast Missouri State University

Interests & Activities

Justin enjoys being active and engaged in his community. Currently, he serves on the board of directors of the Missouri Colleges Fund, The Springfield Police Officers’ and Firefighters’ Retirement System, and is President of Hospice Foundation of the Ozarks. He is a member of The Network Leadership Council and is a graduate of Leadership Springfield – Class 36. As a result of his professional and civic accomplishments, he was named a “Trusted Advisor” by The Springfield Business Journal in 2020.

Outside of work, Justin and his wife enjoy spending time with their young children. Together, they enjoy hiking, traveling, visiting family, playing on the farm, and spending summers at the Lake of the Ozarks. Justin also enjoys getting out on the golf course.

Our Springfield Team

Andrea McKinney

Andrea McKinney, MBA, CFP®

Senior Vice President & Wealth Management Advisor
Debbie Abraham

Debbie Abraham

Trust Officer
Diane Homan

Diane Homan, CTFA, CISP

Executive Vice President & Springfield Market Executive

Jamie Hickerson

Trust Officer & Relationship Manager

Jason Smith, J.D.

Senior Vice President & Senior Relationship Manager

Jeni Wirth, AWMA®

Trust Officer
Jim Lumpe

Jim Lumpe

Vice President & Senior Portfolio Manager

Jordan Ellis, CPFA®

Assistant Vice President & Retirement Services Business Development Officer
Justin Setser

Justin Setser, CTFA, CFP®, MBA

Senior Vice President & Senior Portfolio Manager

Kaylan Harmon

Trust Officer & Relationship Manager

Kristin Carter, CPA

Senior Vice President & Chief Tax Officer

Jason Flores, CFA, CAIA

Executive Vice President & Chief Investment Officer

Linda Bowers, J.D., CFP®, AEP®, CEPA®

Vice President & Senior Relationship Manager
Martha Atkisson

Martha Atkisson, CTFA

Vice President & Relationship Manager
Matthew Suarez

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
Todd Hughes

Todd Hughes, J.D.

Executive Vice President & Chief Administration Officer