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Terry
Seboldt, AIF®, Sr. V.P. and Director of IRP
Terry has over 35 years experience in accounting
and retirement planning. During his 20 year career in the United
States Air Force, he served as a base Comptroller, Accounting
& Finance Officer, Budget officer, and a U.S. Treasury Disbursing
Agent. After retirement from the Air Force, Terry entered the
field of investment management and trust services. For the past
15 years, he has served in numerous capacities including the
plan administrator for a state-wide retirement plan and the
head of a department of 400 account relationships totaling more
than $600 million. He is an Accredited Investment Fiduciary
and specialist in creating asset allocation strategies as well
as fund research and selection.
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Lawrence A. Dauer,
III, CTFA, AIF®, Trust and Investment Officer
Larry is an investment officer and relationship manager,
specializing in trust and estate planning. He has worked
with clients in the financial industry for the past seven
years and has been managing investment accounts for over
five years. His education includes graduating from Saint
Louis University with a Bachelor of Science in Finance and
graduating from the American Bankers Association Graduate
Trust School. He holds a Certified Trust and Financial Advisor
(CTFA) designation as well as an Accredited Investment Fiduciary
(AIF®) designation and is also licensed to conduct securities
transactions holding FINRA Series 7 and 63 licenses.
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Mark Richardson,
V.P., CFP®, Trust and Investment Officer
Mark is currently a Vice President in the Investments
and Retirement Planning Division of The Bank of Missouri.
Mark has over 10 years experience in the financial services
industry and also serves as Adjunct Faculty at the University
of Missouri in the Personal Financial Planning Department
in the College of Human and Environmental Sciences. He earned
his Masters in Business Administration (MBA) with a concentration
in Finance from the University of Missouri and has earned
the CERTIFIED FINANCIAL PLANNER ™ designation. Mark is a
member of the Financial Planning Association (FPA).
His licensure includes the following: Series 7, 63,
Missouri Life and Health. He specializes in the design and
implementation of personal and corporate retirement plans.
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Susan Daly, A.V.P.,
CFIRS, Trust and Compliance Officer
Susan has over 30 years in banking service with more
than 25 years specializing in investment and trust administration.
She is a Certified Fiduciary & Investment Risk Specialist
and monitors all investment activity within the department.
Her thorough review and attention to detail ensures that
each account meets its regulatory requirements and complies
with its investment policy.
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Angie Cantin, CISP, A.V.P.
& Retirement Services Officer
Angie has been in the retirement services industry for 11
years and maintains the designation of Certified IRA Services
Professional from the Institute of Certified Bankers.
She helps clients navigate the complex IRS rules involved in
administering IRAs. Her responsibilities include providing
account relationship support as well as administration, tax
reporting, and compliance. She also coordinates the back
office operations of the department, maintaining the highest
standards to ensure exceptional service delivery to our clients.
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Jerrod Gray, Investment
Representative
Jerrod has been working in the financial industry since 2002.
He provides investment advice and planning to clients in Southwest
Missouri through our bank locations in Springfield, Republic
and Ozark. Jerrod holds a Bachelor of Science degree from Missouri
State University’s School of Accountancy. His licenses include
Missouri Life and Health Insurance as well as FINRA Series 7
and 63.
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Investments & Retirement Planning
