Our Team Approach

It’s Not Just Who You Work With. It’s How.

Every client relationship is supported by a full team of professionals who share a commitment to your goals. Low client-to-officer ratios and collaborative planning create a cohesive experience that grows with your needs.

What Our Team Approach Means for You

Direct access and consistent support
Strategic insight paired with day-to-day service
Deep familiarity with your goals and preferences
A long-term relationship grounded in trust

20

CTFA

Certified Trust & Fiduciary Advisors

21

MBA

Master of Business Administration

18

CFP®

CERTIFIED FINANCIAL PLANNER® Professionals

15

Attorneys

Juris Doctorate

10

CFA

Chartered Financial Analysts

5

CPA

Certified Public Accountants

and 20+ other designations

Find your Central Trust team

LOCATION SELECTOR

Bryan Allee, J.D.

Executive Vice President & Chief Fiduciary Officer

Jon Allee

Assistant Vice President & Trust Officer

Christian Argyros, CFP®, AWMA®

Vice President & Wealth Management Advisor

Martha Atkisson, CTFA

Vice President & Relationship Manager

John Bailey, CFP®

Executive Vice President & Chief Revenue Officer

Stacey Beatty

Senior Vice President & Senior Portfolio Manager

Greg Berg, CFA, CAIA, MBA

Senior Vice President & Regional Chief Investment Officer

Nicole Birkett-Brunkhorst, MA, CFP®, CDFA®, RSSA®, CEPA®

Senior Vice President & Senior Relationship Manager

Arthur Blackman, MBA

Vice President & Portfolio Manager

Linda Bowers, J.D., CFP®, AEP®, CEPA®

Vice President & Senior Relationship Manager

Colby Branstine, CFP®, ChFC®

Vice President & Portfolio Manager

Heather Conway, J.D.

Vice President & Relationship Manager

Megan Crocker

Assistant Vice President & Wealth Management Advisor

Lacey Davis

Relationship Manager

Destiny Dollinger

Wealth Management Advisor

Gary Dyer, CFA

Vice President & Portfolio Manager

Jordan Ellis, CPFA®

Vice President & Retirement Services Business Development Officer

W. David Fay, MBA, MLA

Vice President & Wealth Management Advisor

Dawn Federhofer, CTFA

Senior Vice President & Senior Relationship Manager

Jason Flores, CFA, CAIA

Executive Vice President & Chief Investment Officer

Trenny Garrett, J.D., CTFA

Executive Vice President & Lake Ozarks Market Executive

Renee Gross, CSRIC®

Senior Vice President & Senior Portfolio Manager

Daniel Gunn, J.D., MBA

Senior Vice President & Senior Portfolio Manager

Josh Hargrove, AIFA®, CAIA, CFA, CIPM, CMT, FRM, MSF

Chief Investment Strategist

Steve Harlan

Vice President & Wealth Management Advisor

Kaylan Harmon

Vice President & Relationship Manager

Peter Harris, CFP®

Vice President & Portfolio Manager

Chris Harris, J.D., CPA, CFP®

Assistant Vice President & Wealth Management Advisor

Jamie Hickerson

Trust Officer & Relationship Manager

Robin Holzschuh, CTFA, TEP, AEP®, ATFA, CFIRS®

Vice President & Chief Compliance Officer

Diane Homan, CTFA, CISP

Executive Vice President & Springfield Market Executive

Andrea Howerton, CTFA, CFP®

Executive Vice President & Jefferson City Market Executive

Todd Hughes, J.D.

Executive Vice President & Chief Administration Officer

Kayla Hult, MBA

Vice President & Wealth Management Advisor

Ryan Hurn, CFP®, ChFC®, FSCP®

Assistant Vice President & Relationship Manager

Patty Johns, CTFA

Senior Vice President & Senior Relationship Manager

Michael Kelch, CFA

Senior Vice President & Senior Portfolio Manager

Scott M. Kellett, J.D.

President & Chief Executive Officer

Beth Koppang, CTFA, ATFA

Senior Trust Officer & Relationship Manager

Mary Korner, J.D.

Vice President, Senior Fiduciary Officer & Senior Relationship Manager

Denny Lachcik, MBA

Vice President & Portfolio Manager

Kerrie J. Lane, MBA

Senior Portfolio Modeler

Jacob Laswell, CPA

Tax Officer

Darrell Mantle, MBA, CTFA

Vice President & Relationship Manager

Bill Max

Vice President & Senior Portfolio Manager

Andrea McKinney, MBA, CFP®

Senior Vice President & Wealth Management Advisor

Jennifer McMorris, CPA

Vice President & Senior Relationship Manager

Missy Montgomery, MBA, CAP®

Wealth Management Advisor

Amber Myers, CTFA, CISP

Vice President & Relationship Manager

Beth Naylor, CTFA

Assistant Vice President & Relationship Manager

Greg Phillips, MBA

Senior Vice President & Senior Portfolio Manager

Bruce Ring Jr., MBA, CFA, CTP®

Senior Vice President & Senior Portfolio Manager

Jarod Robillard, CFP®

Assistant Vice President & Relationship Manager

Matthew Scheidker, J.D.

Vice President & Senior Relationship Manager

Kim Schwend, CISP

Vice President & Relationship Manager

Kyle Search

Chief Operating Officer & Executive Vice President

Justin Setser, CFA, CFP®, CTFA, MBA

Senior Vice President & Regional Chief Investment Officer

Zechariah Shown, CIMA®, RMA®

Vice President & Portfolio Manager

Robert Simmons, J.D.

Vice President & Relationship Manager

Jason Smith, J.D.

Senior Vice President & Senior Relationship Manager

John Stieven, Sr., CFA, CFP®

Senior Vice President & Senior Portfolio Manager

Sean Stout, MBA, CFA, CFP®

Senior Vice President & Regional Chief Investment Officer

John Stringer, CFP®, CTFA

Senior Vice President & Columbia Market Executive

Matthew Suarez, AIFA®, CPFA®

Vice President & Portfolio Manager

Robert J. Swift, Jr., J.D.

Senior Vice President & Relationship Manager

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

Executive Vice President & Kansas City Market Executive

Larry L. Valencia, CFA

Senior Vice President & Senior Portfolio Manager

Carole Warnhoff, CTFA

Vice President & Senior Relationship Manager

Chris Watkins, J.D., CTFA

Vice President & Relationship Manager

Brent Weber, AWMA®

Assistant Vice President & Relationship Manager

Charles Welsh, CFP®

Vice President & Wealth Management Advisor

Brett Windsor, CFA

Associate Portfolio Manager

Jeni Wirth, AWMA®

Assistant Vice President & Relationship Manager

Meredith Young, CFP®, CEPA®, CTFA

Senior Vice President & St. Louis Market Executive

Ryan Zeman, MBA, CTFA

Vice President & Relationship Manager

Let’s build your financial future

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