Missouri Trust & Investment Company is dedicated to using the talent from our own area to establish a safe, trusted and disciplined approach to handling your investments.
Our Board of Directors provides strategic leadership and governance and consists of nine leaders from our community whose professional achievements and extensive knowledge provide guidance to the company.
Tim O’Reilly, JD
O’Reilly Hospitality Management, LLC, Attorney, O’Reilly & Preston, LLC
Mr. O’Reilly graduated from Westminster College in Fulton, Missouri in 1990 with a Bachelor’s degree in Economics with emphasis in English and Political Science, where he received the Presidential Scholarship and was a 4 year lettermen and team captain on the Blue Jays Basketball team, and also graduated with a Juris Doctor degree from University of Missouri-Kansas City School of Law in 1994. Tim also serves as director of SFC bank in Springfield, Missouri where he and his wife Brooke reside with their four wonderful children Alec, Charlie, Liam and Grace.
President, Missouri Trust & Investment Company
Tim is an Ozarks native, raised in a farming community north of Springfield. He graduated from Hillcrest High School and Missouri State University and has raised his kids here, this is home. Tim began his career in trust operations with Boatmen’s Trust Company in 1990. Tim’s role includes advising clients on their personal financial, estate and investment planning needs along with sophisticated wealth management strategies. He is a listener and problem solver.
CEO, Missouri Trust & Investment Company
Richard is a licensed attorney and CPA. He received his undergraduate degree in accounting from Arizona State University and practiced in public accounting for a number of years before attending Rutgers University Law School. Upon graduating from law school, Richard joined Husch & Eppenberger and subsequently became a partner in the Springfield office of Husch Blackwell. Richard assists clients with corporate and family governance and advises family groups on managing closely-held businesses and the trust/estate and philanthropic interests of the group.
Owner, Hall Investments, LLC, Century 21 Integrity Group
Teresa is a Missouri Licensed Realtor with Century 21 Integrity Group. She works with all types of buyers and sellers but has specialized some of her practice in real estate in 55+ housing. Teresa helps adults do “Right Sizing”. Moving from the larger home/property to a property which is possibly smaller, newer, less to care for and meets the current needs better. Maybe even referring clients to rentals instead of trying to sell them something. Teresa has been a part of several of the 55+ communities which this area now enjoys. She currently serves and has served on several not for profit boards in the community. Currently serving on the Glory Deo Academy and Senior Age Advisory Board. In addition, she and her daughter Tammy, also a licensed agent host, Home Time on KICK radio every Thursday afternoon at 4 PM.
Bob Helm, CPA
Managing Partner, Elliott Robinson & Company CPAs
Bob is a graduate of Southwest Missouri State University and serves as an active community leader on the boards of many local organizations. Governor Jay Nixon recently appointed Robert Helm, of Springfield, to the Missouri State Board Accountancy. Bob has been in public accounting for more than 25 years, spending a majority of this time consulting in corporate, individual, trust and estate taxation. As a business owner himself, he brings many years of insight into the day-to-day operations and challenges of taking care of a company.
Nancy O’Reilly, PsyD
President, Women Connnect4Good, Inc., Psychologist
Dr. O’ Reilly completed her Bachelors of Science in Arts, Sociology and Psychology at Drury University. She also holds a Doctoral Degree in Clinical Psychology from Forest Institute of Professional Psychology. For nearly 30 years she has worked to educate and inspire women to do their best at being strong, powerful, effective and happy. Dr. Nancy gladly shares her expertise as a licensed psychologist with television, radio, internet and print media reporters. Nancy is an author of good books for women, a podcast interviewer, philanthropist and community activist. All of her writing and speaking serves to benefit the 501(c)3 Women Connect4Good, Inc. foundation, which she established to help create a better world.
Donald J. Babb
CEO, Citizen’s Memorial Hospital
Mr. Babb holds undergraduate degrees as a Medical Technologist and a Radiology Technician. He received his Masters of Health Care Financial Management from Ohio State University and holds an Honorary Doctorate in Business Administration from Southwest Baptist University. Donald J. Babb is a nationally recognized health care leader who has dedicated his career to improving the availability of quality health care in rural areas. Since 1981, he has led Citizens Memorial Hospital as its one and only chief executive officer. He also serves as executive director of the Citizens Memorial Health Care Foundation, Riverside Management and Rehabilitation, and CMH Properties
David Appleby, JD
Attorney, Appleby Healy Law and Appleby Healy Title Company
David N. Appleby graduated from Missouri State University with BS in Economics (1970) and the University of Missouri School of Law with a JD degree (1975). Between degree work, he served as a US Army officer in Vietnam. he has multiple business interests and has practiced law for 43 years, with a focus on estate planning and trust and probate administration.
David Healy, JD
Attorney, Appleby Healy Law and Appleby Healy Title Company
David earned his Bachelor of Science in Business Administration degree with a concentration in Finance from Liberty University in 1998 and graduated from the University of Missouri School of Law in 2003. David is the managing partner at Appleby Healy, Attorneys at Law, and a principal with Legal Land Title. David is a member of the Greene County Estate Planning Council, the Springfield Metropolitan Bar Association, the Christian County Bar Association and the Missouri Bar.