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

Vice President & 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. He is a member of the Greene County Estate Planning Council, The Network Leadership Council, and is a graduate of Leadership Springfield – Class 36. Currently, he serves on the board of directors of the Missouri Colleges Fund, The Springfield Police Officers’ and Firefighters’ Retirement System, and is Vice President of Hospice Foundation of the Ozarks. 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®

Vice President & Wealth Management Advisor

Andrew Tasset

Vice President - Marketing Manager
Debbie Abraham

Debbie Abraham

Trust Officer
Diane Homan

Diane Homan, CTFA, CISP

Executive Vice President & Springfield Market Executive
Janet Helfrecht

Janet Helfrecht, J.D., CTFA

Vice President & Relationship Manager
Jim Lumpe

Jim Lumpe

Vice President & Senior Portfolio Manager

Jordan Ellis

Retirement Services Relationship Manager
Justin Setser

Justin Setser, CTFA, CFP®, MBA

Vice President & Portfolio Manager
Ken Homan

Ken Homan, CIMA®

Senior Vice President & Senior Portfolio Manager
Kristin Carter

Kristin Carter, CPA

Vice President & Tax Officer
Maria Stockton

Maria Stockton, CTFA, CISP

Vice President & Relationship Manager
Martha Atkisson

Martha Atkisson, CTFA

Vice President & Relationship Manager
Matthew Suarez

Matthew Suarez, AIF®, CPFA

Assistant Vice President & Portfolio Manager
Patty Johns

Patty Johns, CTFA

Vice President & Senior Relationship Manager
Peter Harris

Peter Harris, CFP®

Vice President & Portfolio Manager
Renee Gross

Renee Gross, CSRIC®

Vice President & Senior Portfolio Manager
Todd Hughes

Todd Hughes, J.D.

Vice President & Retirement Services Officer
Wayne Davis

Wayne Davis

Vice President & Relationship Manager