SMB Online banking from Southwest Missouri Bank

Meet Our People

Chuck Brown
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
David 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.
Blake Nevil
Blake 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 Lowery
Sarah Lowery
Trust Administrator – Operations
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.
Shelby Douglas
Shelby Douglas
Assistant Trust Administrator
Shelby joined SMB Trust Services in early 2019. She graduated with a Bachelor’s Degree in Sociology from Missouri Southern State University and has prior deposit operations experience. Shelby assists clients in day-to-day questions, and also assists with the operations of SMB Trust Services.
Doug Crandall
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.

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NOT A DEPOSIT • NOT FDIC INSURED • MAY LOSE VALUE • NOT BANK GUARANTEED
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY