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Jim Lumpe

Springfield Office Information

3333 S. National, Third Floor
Springfield, MO 65807

Phone: (417) 883-3838

Hours: 8:00 a.m. to 5:00 p.m.

Jim Lumpe

Vice President & Senior Portfolio Manager

Direct Phone

417-841-4226

Email Address

jim.lumpe@centraltrust.net

Jim has more than 20 years of experience as a portfolio manager. He enjoys studying the markets and loves his job because it enables him to help other people.

His primary role at Central Trust Company is to work with clients to structure and manage customized investment portfolios to meet the client’s individual goals.

Although Jim is a native Springfieldian, his baseball career took him to cities across the country. He was a second baseman for both the MU Tigers and the Montreal Expos’ minor league system.

Education & Certifications

  • Bachelor of Arts in Finance, University of Missouri

Interests & Activities

Jim is an active member of his community. He currently serves on the Board of the James River Basin Partnership and volunteers as a math buddy in the Springfield school system.

He is a world traveler, spending ten years in the incentive travel business after graduating from the University of Missouri. Favorite destinations include the fjords of Norway, Switzerland, and Austria.

Jim is also an avid fisherman and a member of the Ozark Fly Fishers organization. He enjoys floating and fishing local Ozark streams as well as destinations such as Alaska, Idaho, and Argentina. In addition to fishing, Jim enjoys hiking with his three dogs, reading, and listening to live music.

Our Springfield Team

Andrea McKinney

Andrea McKinney, MBA, CFP®

Senior Vice President & Wealth Management Advisor
Debbie Abraham

Debbie Abraham

Trust Officer
Diane Homan

Diane Homan, CTFA, CISP

Executive Vice President & Springfield Market Executive

George “Chip” Snyder, CRPC®

Vice President & Portfolio Manager
Jamie-Hickerson

Jamie Hickerson

Trust Officer & Relationship Manager

Jarod Robillard, CFP®

Assistant Vice President & Relationship Manager
Jason-Smith

Jason Smith, J.D.

Senior Vice President & Senior Relationship Manager
Jeni-Wirth

Jeni Wirth, AWMA®

Trust Officer
Jim Lumpe

Jim Lumpe

Vice President & Senior Portfolio Manager
Jordan-Ellis

Jordan Ellis, CPFA®

Vice President & Retirement Services Business Development Officer

Justin Setser, CTFA, CFP®, MBA

Senior Vice President & Senior Portfolio Manager
Kaylan-Harmon

Kaylan Harmon

Trust Officer & Relationship Manager
Jason-Flores

Jason Flores, CFA, CAIA

Executive Vice President & Chief Investment Officer
Linda-Bowers

Linda Bowers, J.D., CFP®, AEP®, CEPA®

Vice President & Senior Relationship Manager
Martha Atkisson

Martha Atkisson, CTFA

Vice President & Relationship Manager

Matthew Suarez, AIF®, CPFA®

Vice President & Portfolio Manager
Patty Johns

Patty Johns, CTFA

Senior Vice President & Senior Relationship Manager
Peter Harris

Peter Harris, CFP®

Vice President & Portfolio Manager
Renee Gross

Renee Gross, CSRIC®

Senior Vice President & Senior Portfolio Manager

Robert McCracken, CFP®

Vice President & Relationship Manager

Todd Hughes, J.D.

Executive Vice President & Chief Administration Officer