Personal Advisors - Missouri

Your Wealth Advisor is dedicated to serving your financial needs through a process centered around you. At Busey Wealth Management, we take a team approach to providing comprehensive solutions for clients. Therefore, you have access to a network of qualified advisors, investment professionals and specialists who are dedicated to addressing your wealth challenges, from asset management and tax-efficient strategies to retirement solutions and estate planning.

Missouri: St. Louis

12300 Olive Boulevard | Creve Coeur, MO 63141 | 314.542.5214

Senior Vice President
Managing Director
Private Wealth Advisor

Vice President

Private Wealth Advisor

Janice Wolters, CPA

Senior Vice President, Managing Director, & Private Wealth Advisor | 314.524.521

Janice leads the Private Wealth Advisory team in St. Louis. She believes that a truly comprehensive and tax-efficient approach is the key to long-term financial security and sound legacy planning. New to Busey Wealth Management, she is particularly excited to have access to extensive resources and the strong support of a robust team of nearly 100 experts, including portfolio managers, trust and legal advisors and financial planning professionals.

Prior to joining Busey, Janice has served numerous financial savvy and successful families as Wealth Advisor, previously with Enterprise Trust Company and U.S. Bank's Private Client Reserve in Clayton Missouri. With over a decade of bank experience, Janice offers a depth of skill and expertise in advisory services, investment strategies, trust administration and private banking solutions. Janice draws from a strong foundation of tax and estate planning experience. She served for thirteen years as a tax advisor with KPMG, specializing in all aspects of high net worth individual income taxation, estate, gift and trust planning and compliance. Her tenure at KPMG included 8 years in the Personal Financial Planning group in St. Louis and over 5 years in the International Executive Services practice in Toronto. Janice became a Certified Public Accountant after receiving a B.S. in Business Administration, Accounting from Saint Louis University. She now offices in Creve Coeur, Missouri.

Reed McCrory, CRPC
Vice President & Private Wealth Advisor | 314.317.5008

Reed brings more than 15 years of experience assisting families, business owners and institutions to the team. He specializes in retirement planning, portfolio management and life insurance strategies to provide his clients with tailored solutions specific to their needs.

Reed is a graduate of Benedictine College with a Bachelor's degree in Finance and a minor in Economics and is a Chartered Retirement Planning Counselor (CRPC), a designation earned through the College for Financial Planning.

Karen Cameron
Senior Vice President, Fiduciary Officer | 239.689.7115

Karen has 35 years of banking and trust experience and has extensive knowledge in trust administration, estates, and asset management. She enjoys all her clients, meeting new ones, and takes pride in helping them obtain all their financial goals. A graduate of the Stevens Institute of Business and Art in St. Louis, MO., Karen successfully completed Trust School I, II and III through Cannon Financial Institute. She also graduated from the Illinois Bankers Association Trust and Investment Management School.

Karen serves on the Southwest Community Foundation Scholarship Committee and is a member of the Lee County Estate Planning Council. She loves spending time with her family and gives back to the community by volunteering her time with various organizations.

Curt Anderson, CFP®
President & Financial Advisor, RJFS | 217.365.4870

Curt, who has been with Busey for more than 30 years, is both a CERTIFIED FINANCIAL PLANNER™ practitioner and a member of the Financial Planning Association. An honors graduate from Southern Methodist University in Dallas, Texas, Curt earned his Bachelor's Degree in Business Administration, majoring in Finance. He was recognized from 2000 - 2012 as one of the ''150 Best Financial Advisors for Doctors'' in the nation by Medical Economics magazine. This award is based collaboratively on credentials, experience, compensation arrangements, minimum investment requirements, a good regulatory compliance record and charitable work. Consideration was also given to advisors who specialize in advising physicians or those in the medical field. In honor of his excellence and leadership, Curt Anderson was named to the list of the Top 20 Investment Program Managers in 2008, 2010 and 2011 by Bank Investment Consultant magazine. Curt was also named a member of the 2015 Raymond James Financial Services Leaders Council - an honor presented only to those financial advisors who demonstrate an extraordinary level of commitment to clients through personal service and professional integrity.

Curt is a dedicated community leader and volunteer. He has served on Board of Directors of the United Way of Champaign County where he served two terms as Chairman of the Board and as Campaign Chair in 2003. In 2013 he was honored with the prestigious ''Spirit of Caring Award'', United Way's highest honor for volunteerism and philanthropy. Curt and his wife, Jo, served as co-chairs of the 2009 American Heart Association Heart & Stroke Ball and the 2012 Heart Walk. He has also served as a member of the Board of Directors of the Champaign-Urbana Sunrise Rotary Club and was the club's President in 2000. In addition, Curt has served on the Board of Directors of the Octave Chanute Aerospace Museum and currently serves on Board of Directors for the Carle Center for Philanthropy.

Email:
Curt.Anderson@busey.com

Robert J. Ballsrud, CPA, CFA

Executive Vice President, Executive Managing Director | 217.351.2707

Bob is a Certified Public Accountant and a Chartered Financial Analyst® charterholder who has more than 20 years of experience in the financial industry. He works with high net-worth individuals, families and organizations through complex financial planning and investment management issues.

Bob leads the Busey Wealth Management advisory team where he strongly believes clients deserve better. He previously led the Busey Wealth Management 8-member Investment Team. He believes integrating clients' tax and financial planning objectives with a robust portfolio construction process in a highly customized and personal manner gives them the best opportunity for long-term financial success. Bob's experience gives him confidence that this can only be done well by building a team of experts around a client to ensure all aspects of their financial affairs are planned and accounted for properly.

Bob is a graduate of the University of Illinois with a B.S. in Finance, as well as a member of the Investment Analyst Society of Chicago, the CFA Institute and the American Institute of Certified Public Accountants and is a Personal Financial Specialist. He believes strongly in supporting our local communities as exhibited by his involvement with numerous local not-for-profits through the years including the Krannert Center for the Performing Arts, The University of Illinois Japan House, the Crisis Nursery, Champaign Parks Foundation, Developmental Services Center, Rotary International and the Carle Foundation to name a few.

Email:
Robert.Ballsrud@busey.com

Kevan Melchiorre, CFP®
Senior Vice President, Managing Director, Private Wealth Advisor | 217.365.4672

Kevan is a CERTIFIED FINANCIAL PLANNER™ practitioner with over a decade of industry experience. Kevan and his team place a high emphasis on first-class client service and developing personalized, goal-based financial plans. With specializations in financial planning and investment management, Kevan employs a universal approach in which the client's entire financial picture is put into focus to ensure that every aspect is being cared for now and across future generations. Kevan's overall vision and approach is to create a unique, high-touch client experience with a foundation built upon mutual trust, robust partnerships, team-based management and proactive communication.

Prior to joining Busey Wealth Management, Kevan worked in the asset management and private wealth management arms at Goldman Sachs managing wealth for ultra high-net worth individuals and families. He is a graduate of the University of Miami (Fla.) with a degree in Finance and is a member of the Financial Planning Association of Illinois. Kevan is among Forbes 2018 list of America's Top Next-Generation Wealth Advisors, ranking 78 out of 1,000 across the U.S. and among only 48 advisors recognized in Illinois. He has also been quoted in numerous national publications for his financial expertise and insight, including Forbes, Financial Advisor Magazine and The Huffington Post.

Daly Andersson, CFA
Senior Vice President, Private Wealth Advisor | 217.365.4876

As a Private Wealth Advisor, Daly places an emphasis on understanding her clients' unique financial situation and goals and works to create comprehensive financial strategies to help turn those goals into reality. She specializes in personalized retirement planning and investment management. Daly earned the Chartered Financial Analyst® CFA® designation, one of the most globally respected and recognized investment credentials. She is a member of the CFA Society Chicago and holds her Series 7 and 66 licenses, as well as her producer's license for Life, Health and Variable Insurance Contracts.

In the community, Daly is an active presenter for financial planning seminars and media appearances. She serves on the Board of Directors for the Illinois State University Educational Investment Fund, is a graduate of the United Way Emerging Community Leaders Program and completed the Champaign Chamber of Commerce's ACE Leadership Program. Daly is a graduate of Illinois State University where she graduated Summa Cum Laude with a Bachelor of Science degree in Finance.

Daly and her husband, Magnus, have two children, Eric and Alice. She enjoys traveling with her family, improving her foreign language (Swedish), running in local races and experimenting in the kitchen.

Laura Harris, CTFA
Vice President, Private Wealth Advisor | 217.351.6553

As a Private Wealth Advisor, Laura consults with clients in legal, tax and investment matters. She also monitors client assets as well as client objectives. Serving as a member of the fiduciary team, Laura works with accounts where Busey serves as trustee or executor.

Laura joined the Busey team in 2005 and began her career with Busey Wealth Management after graduating with a Bachelor of Science degree from the University of Illinois in Urbana-Champaign in 2007. She attended the Cannon Trust School from 2008 to 2011, earned the designation of Certified Trust and Financial Advisor (CTFA) and is a member of the Institute of Certified Bankers. She is also a graduate of the United Way Emerging Leaders Program.

A lifelong resident of the Champaign area, Laura understands the needs of clients in central Illinois. Laura lives in rural Champaign with her husband, Mitch, and their two children.

Melissa Hendricks, CTFA
Vice President, Private Wealth Advisor | 217.365.4812

Melissa has 15 years of experience in the financial services industry. She manages over 150 accounts and currently concentrates on Irrevocable Life Insurance Trusts and Illinois Land Trusts. Melissa is a 2002 graduate of the University of Illinois, a 2008 graduate of Cannon Trust Schools and holds the designation of Certified Trust and Financial Advisor (CTFA). Melissa is a member of the Champaign Rotary Club and a 2015 graduate of the United Way's Emerging Community Leaders program.

Email:
melissa.hendricks@busey.com

Kimberly S. Hislope, CTFA
Senior Vice President, Private Wealth Advisor | 217.351.6563

Kim has been in the financial industry for over 25 years. She works primarily with high net worth clients and has experience and expertise in trust administration and estates. She holds the designation of Certified Trust and Financial Advisor (CTFA), and is a member of the Eastern Illinois Estate Planning Council.

Kim is a graduate of the Illinois Bankers Association Trust and Investment Management School and received her Bachelor of Science in History and Secondary Education from Illinois State University. She has also successfully completed Cannon Trust School I, II and III at the Cannon Financial Institute.

Kim is involved in her community and is responsible for the Reading Is Fundamental program for Monticello Preschool and Kindergarten students.

Roger Laramee

Vice President, Private Wealth Advisor | 217.365.4992

Roger assists clients by providing comprehensive, personalized solutions to their individual financial needs as well as their charitable giving interests. With nearly three decades of experience, Roger is dedicated to fostering strong relationships and building trust with diverse constituencies. He specializes in retirement planning and investment management, charitable giving strategies, estate planning, trust administration, and wealth transfer. Prior to joining Busey, Roger served as Assistant Dean for Advancement in the College of Fine and Applied Arts at the University of Illinois Urbana-Champaign for nearly a decade working to increase philanthropic engagement. A native to central Illinois, he is a board member of Sinfonia da Camera and Champaign County Forest Preserve Friends Foundation Board.

Kathleen Moore, CFP®
Senior Vice President, Tax & Financial Planning Advisor | 217.351.2837

Kathleen has been in the financial services industry for more than 30 years. She focuses her time and efforts in the Tax and Financial Planning areas of Busey Wealth Management. Kathleen, a CERTIFIED FINANCIAL PLANNER™ practitioner, is a member of the Eastern Illinois Estate Planning Council. Kathleen received her degree from the University of Illinois at Urbana-Champaign in Accountancy.

Email:
Kathleen.Moore@busey.com

Cesar Patino, CFP®, MPAS®

Assistant Vice President, Private Wealth Advisor | 217.351.2749

As Private Wealth Advisor, Cesar is responsible for advising clients on investment management, retirement planning, estate planning and settlement and trust administration. In addition, Cesar works with his clients to create individualized financial plans tailored to their unique situation and specific financial goals.

Cesar, a CERTIFIED FINANCIAL PLANNER™ practitioner, earned his Bachelor of Science degree in Finance from Eastern Illinois University. He also earned his Master Planner Advanced Studies® degree from the College for Financial Planning.

Cesar and his wife, Emily, live in Champaign. He is passionate about physical fitness and wellness. In addition, Cesar is bilingual, speaking Spanish, which is a huge asset to our team.

Martha Tinsley, CTFA
Assistant Vice President, Wealth Advisor Planner | 217.365.4993

Martha joined Busey in 2013 bringing exceptional customer service skills, and an enhanced international awareness through classroom study and living abroad. She enjoys delivering high quality care and service, while assisting clients with various financial needs.

Martha is a member of the Eastern Illinois Estate Planning Council and a graduate of Valparaiso University's School of Business. She received the Certified Trust and Financial Advisor designation through the Cannon Financial Institute in 2016.

Karen Walker
Assistant Vice President, Private Wealth Advisor | 217.365.4300

As a Private Wealth Advisor, Karen creates personalized financial plans tailored to her clients and their specific financial goals. Karen has more than 30 years of combined financial and trust experience and is dedicated to developing strategies to help her clients reach their financial goals.

Karen earned her Bachelor's Degree from Eastern Illinois University with a concentration in Business Administration. She has also successfully completed the Financial Planning curriculum with Kaplan University. Karen enjoys spending time with her family and giving back to her community by volunteering her time with various charitable organizations.

Kyle Wetters, CFP®
Vice President, Private Wealth Advisor | 217.351.6590

Kyle has been with the Busey organization for more than 15 years. As a CERTIFIED FINANCIAL PLANNER™ practitioner, he specializes in retirement planning for our customers. As part of the Busey Promise, Kyle listens to his customer's goals and values to develop a long-term strategic plan to help them meet their specific needs and objectives.

Kyle received his Bachelor of Science Degree in Finance from the University of Illinois at Urbana-Champaign. He participated in the Emerging Community Leaders program through the United Way of Champaign County and believes strongly in volunteering in our local communities. Kyle works closely with the Carle Foundation and serves on the Illini Rebounders board. Kyle has been part of the Champaign-Urbana community for over 20 years and currently resides in Mahomet with his wife, Molly, and their two children, Everett and Marie.

Rachel Weber, CFTA

Officer, Wealth Advisor Planner | 217.351.2842

As Wealth Advisor Planner, Rachel oversees trust, guardianship, investment and retirement accounts locally and throughout the country. She helps clients regarding a broad range of duties including everything from paying bills to estate planning to investment review. She greatly enjoys helping clients plan for the current and future financial goals.

Starting in the financial industry in 1995, Rachel has completed Cannon Trust School and has received her Certified Trust and Financial Advisor designation. She has also been a member of the American Banking Association since 2016.

Rachel is passionate about art and is actively involved in the local art community. She paints and sculpts wire art participating in area art events including showings at the Independent Media Center, Boneyard Arts Festival and was featured in the inaugural round of The 1868 Collection of art at Busey Wealth Management.

Officer, Wealth Advisor Planner | 217.365.4804

Douglas Lee, JD, CTFA, CRSP
Executive Vice President, Managing Director, Private Wealth Advisor | 217. 425.8282

Douglas utilizes more than 30 years of combined financial, trust and legal experience to lead a distinguished team dedicated to client satisfaction and service in Macon and Shelby Counties. With deep expertise in addressing the complexities of wealth management, Douglas simplifies the process for clients by offering his unique perspective and insight.

In addition to earning a Bachelor of Arts with a double major in Political Science and History from the University of Illinois at Urbana-Champaign, he received a Juris Doctor from IIT Chicago-Kent College of Law, a Master of Business Administration from DePaul University and a Corporate Paralegal Certificate from Roosevelt University. He also completed Personal Trust School and Employee Benefits School from Cannon Financial Institute. His designations include Certified Trust and Financial Advisor (CTFA) and Certified Retirement Services Professional (CRSP).

Douglas serves in the United States Army Reserve as a Lieutenant Colonel. He and his wife Julie Lee have two children. In his spare time, Douglas enjoys biking, hiking, boating and rafting with his family.

Email:
douglas.lee@busey.com

Shondra Lynch
Vice President & Private Wealth Advisor | 217.425.8284

Born and raised in Decatur, Shondra understands the financial needs of area clients. She develops strategies for clients using her broad knowledge of wealth opportunities coupled with a thorough understanding of their financial goals. A dedicated member of the Busey Wealth Management team, Shondra will educate you on your investment strategy and how it relates to current events and market conditions. After graduating from Bradley University in Peoria, Illinois, Shondra started her career in the financial industry working for a Fortune 500 company. She holds her FINRA Series 6 and 63 licenses as well a State of Illinois Insurance license and is in process of obtaining the CERTIFIED FINANCIAL PLANNER™ designation. Actively involved in the community, Shondra is the President of the Central Illinois Estate Planning Council, board member for the Children's Museum of Illinois and American Business Women's Association, graduate of Decatur Leadership Institute and involved in special committees and projects with Young Philanthropist Giving Circle, Friends of Uncle Mike, Inc. and the Decatur Park District Foundation.

Kevan Melchiorre, CFP®
Senior Vice President, Managing Director, Private Wealth Advisor | 217.365.4672

Email:
kevan.melchiorre@busey.com

Melissa Russo, MSA, CFP®
Assistant Vice President & Private Wealth Advisor | 309.834.2233

With an emphasis on exceeding customer satisfaction, Melissa advises individuals and families in developing comprehensive financial plans built around their specific goals. Melissa has over a decade of experience in the financial services industry and has been with Busey for five years. Melissa ensures clients' assets are managed in accordance with applicable Investment Policy Statement and client objectives. Her relationship management skills and personal touch provide a valuable sense of security for our clients. Those same qualities provide a solid foundation for Melissa's work as a volunteer in charitable organizations in our community. Melissa earned a Bachelor of Science degree in Business-Finance and a Masters in Accountancy.

Email:
melissa.russo@busey.com

Michael Goldberg, CFP®, CEPA®
Senior Vice President, Managing Director, Private Wealth Advisor

Michael Goldberg, CERTIFIED FINANCIAL PLANNER™, is Senior Vice President, Managing Director, Private Wealth Advisor for Busey Wealth Management in our Northern Illinois Region and provides comprehensive planning and investment services to high net worth individuals and families.

With over 20 years in the financial industry, Michael specializes in strategic planning, concentrating on wealth transfer, investment management, income replacement, and incapacity training. Michael received his BS in Finance from the University of Texas and his MBA in International Finance from Universidad Complutense de Madrid.

Michael is a member of Lurie Children's Hospital Parent Advisory Board—supporting families and research on prematurity and pediatric airway issues. He currently resides in Northbrook with his wife, Mayumi, and his son, Quincy.

Simon Grant, CFP®, CEPA®
Senior Vice President, Private Wealth Advisor

With nearly twenty years of wealth management experience, Simon has the knowledge and expertise to provide a boutique level private banking experience through customized, high touch solutions. He is committed to his clients' financial situation and will work to ensure seamless coordination of his clients' goals. Simon addresses his clients personal and business financial needs in an effective, confidential and highly professional manner.

Simon earned his Bachelor's Degree in Finance from Miami University. Born and raised in England, Simon moved to Chicago in 2004 where he currently lives with his wife, Alessandra and two children Greely and Elliott.

Jeff Lange, CFP®
Assistant Vice President, Private Wealth Advisor | 309.347.0287

As a Private Wealth Advisor, Jeff is responsible for advising clients on investment management, retirement planning, estate planning and settlement and trust administration. Jeff is a CERTIFIED FINANCIAL PLANNER™ practitioner with nearly 4 decades of experience. Jeff's areas of expertise include IRA planning and administration and use of trusts in estate planning. Jeff is a graduate of Iowa State University with a Bachelor's Degree in Business Administration. He is also a graduate of the American Bankers Association National Trust School and the American Bankers Association National Graduate Trust School. Jeff serves as the Chairman of the Pekin Marigold Festival Committee and Treasurer of the First United Presbyterian Church.

Tony Allen, MBA
Vice President, Private Wealth Advisor | 309.347.0207

With nearly a decade of experience, Tony offers an exceptional level of service to wealth and trust clients with an integrated means to addressing both personal and business financial needs in an effective, confidential and highly professional manner. He takes a proactive approach to his clients' situations with a foundation build on trust and confidence.

Tony has lived in the area nearly all of his life. He earned his Bachelor degree from Illinois State University and furthered his education by obtaining his MBA from the University of Illinois.

Address:

33 South 4th Street

Pekin, IL 61554

Aron McDonald, CFP®, CTFA, AEP®
Senior Vice President, Private Wealth Advisor | 217.365.4840

James Crowley
Officer & Private Wealth Advisor | 309.495.4347

As a Private Wealth Advisor, Jim applies the skills, experience and knowledge gained from practicing law as an attorney in Peoria County in the administration of his assigned accounts. He assists clients with their legal counsel regarding estate planning, administrative and investment matters. Jim received his bachelor's degree from Drake University, his Masters in Intellectual Property and his Juris Doctor from the University of New Hampshire School of Law.

Jim is a member of the Illinois State Bar Association. He was a board member and the vice president of A.N.S.W.E.R.S., a nonprofit organization devoted to providing resources, education and support to those affected by autism spectrum disorders and also served on the board for Heart of Illinois Harvest. Originally from Lake St. Louis in Missouri, Jim now resides in West Peoria with his wife and son.

Email:
james.crowley@busey.com

Address:

2119 South West Adams Street

Peoria, IL 61602

Laura Dunton, CTFA
Assistant Vice President, Private Wealth Advisor | 309.495.4297

As a Private Wealth Advisor, Laura manages personal trust, agency and guardianship account administration. She graduated from Illinois State University with a Bachelor of Science degree in Business. In 2013, she graduated with honors from Cannon Financial Institute and obtained her Certified Trust Financial Advisor designation.

Laura is a member of the Estate Planning Council of Central Illinois. She has served on the Morton Girls Softball Association (MGSA) board, volunteered in Girl Scouts, church activities, and the Reading Buddies program with Peoria School District. Laura grew up in Washington, Illinois and has two children. She enjoys bicycling, reading, attending sports events and spending time with her family.

Address:

2119 South West Adams Street

Peoria, IL 61602

Janice Wolters, CPA
Senior Vice President, Managing Director, & Private Wealth Advisor | 314.524.5213

Reed McCrory, CRPC
Vice President & Private Wealth Advisor | 314.317.5008