Jeremy began his career in trust and investment management services in 2002, working for an independent Springfield trust company that was subsequently acquired by a bank holding company headquartered in Jefferson City, Missouri. Over his 12 years in the trust industry, Jeremy has experienced firsthand the benefits to the client that are only available in an independent trust company model. As a result of the void created in our market from the acquisition of the independent trust companies by larger banks, Jeremy, along with a team of local employees and investors, chartered Missouri Trust & Investment Company on July 5, 2017.
Jeremy leads the investment management team at Missouri Trust & Investment Company, providing complex investment management and trust administration solutions to clients. In 2013, Jeremy obtained the Certified Financial Planner (CFP®) designation, which requires study in the areas of estate planning, financial planning, insurance, investments and taxes. As a CFP®, he assists clients in creating a road map for important milestones in their lives, such as planning for retirement or funding a child’s education.
Education and Certifications
- Bachelor of Arts in Business Administration, Drury University
- Master of Business Administration, Missouri State University
- Certified Trust & Financial Advisor (CTFA)
- Certified Financial Planning Professional (CFP®)
- ABA National Trust School
- ABA Graduate Trust School
- Cannon Trust Investments I & II
Interests and Activities
Jeremy serves on the board of directors for the Cox Health Foundation and is an active member in the Marshfield community serving as an Aldermen and Finance Committee member for the City of Marshfield. Jeremy also serves on the Marshfield Area Community Foundation and is a past board member of the Julian Foundation and Greene County Estate Planning Council.
Jeremy and his wife, Leah, have two children, Connor and Blaire. In his free time, Jeremy enjoys outdoor activities, but playing in the neighborhood whiffle ball game is at the top of his list.