ring of the human spirit sculpture

Meet Our People

Chuck Brown, Senior Vice President, Trust Officer, SMB Trust Services
Chuck Brown
Senior Vice President
Trust Officer

Chuck will work closely with you on your estate planning needs and provide the personal service that we are famous for at Southwest Missouri Bank. He has over 35 years of estate planning experience and is a graduate of Central Methodist University and the University of Missouri School of Law. He is a former partner at Warten, Fisher, Lee and Brown, a former City Judge of Joplin, and served as City Attorney in Joplin. Chuck is a member of the Southwest Missouri Estate Planning Council and is a member of the Missouri and Jasper County Bar Associations.

David Heltzel, Senior Trust Investment Officer, SMB Trust ServicesDavid Heltzel, M.S., APMA®
Senior Trust Investment Officer

David manages trust portfolios and makes investment recommendations tailored to meet each client's specific objectives. He holds the Accredited Portfolio Management Advisor designation and has been managing investments since 2007. He earned an M.S. in Financial Planning at the University of Missouri and a BBA in Finance at the University of Oklahoma. He is also a US Air Force veteran.

Cathryn McNary, Trust Officer, SMB Trust Services
Cathryn McNary
Trust Officer

Kate provides assistance in estate planning strategies as well as fiduciary services. She is a Carthage native now living on a farm in rural Jasper County with her husband John, and is a graduate of Missouri State University and the University of Arkansas School of Law. Kate has experience in the areas of Estate Planning, Probate, and Agricultural Law and was recently named one of Springfield Business Journal’s 2021 Trusted Advisors. She is a member of the Missouri and Jasper County Bar Associations.

Kenneth Surbrugg, Trust Investment Officer, SMB Trust Services
Kenneth Surbrugg
Trust Investment Officer

Kenneth will work with you to develop a plan to help you reach your financial goals. He has an Economics and Finance Degree from Missouri Southern State University and a Master’s in Business Administration from Missouri State University. His experience includes investment and portfolio management and over 20 years of higher education teaching experience.

Blake Nevill, Trust Administrator, SMB Trust ServicesBlake Nevill, CTFA
Trust Administrator
Client Relations

Blake joined SMB Trust Services in 2011. He earned a degree in Finance from Pensacola Christian College and is a recent graduate of the ABA Trust School, qualifying as a Certified Trust and Fiduciary Advisor (CTFA). Blake enjoys working with our clients. His primary role includes assisting with trust and estate administration.

Sarah Wilson, Trust Administrator, SMB Trust Services
Sarah Wilson, CTOP®
Trust Administrator

Sarah has been with Southwest Missouri Bank Trust Services since 2015. She graduated from Carthage High School and received her BS in Chemistry with a Minor in Mathematics from Missouri Southern State University. Sarah coordinates the daily operations of our Trust Services department and manages the flow of financial transactions for our clients.

Donna Battitori, Assistant Trust Administrator, SMB Trust Services
Donna Battitori
Assistant Trust Administrator

Donna has been in banking for over 16 years. She attended MSU in Springfield MO. Donna will often be your first contact with SMB Trust. She services and assists with daily operations of the department and directs clients to the appropriate person for assistance.

Doug Crandall, Senior Trust Consultant, SMB Trust Services
Doug Crandall
Senior Trust Consultant

After years as the head of SMB Trust Services, Doug has retired effective on January 1, 2021. However, he remains available to consult with the Department. He is an attorney with 35 years of legal and trust experience, licensed in both the state and federal courts of Missouri together with the United States Supreme Court. Doug's professional memberships include the Southwest Missouri Estate Planning Council, the Missouri Bar Association, and the Jasper County Bar Association. He is a graduate of Baker University, Kansas State University and Washburn School of Law.