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Springfield, MO

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Newsmakers in Wealth Building & Management

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Mary Erickson was promoted to senior vice president and relationship manager at Empire Bank, where she focuses on the lending and deposit needs of high-net-worth relationships. Erickson has more than 30 years of experience in banking, including 20 years at Empire Bank.

Nadia Cavner, executive vice president of BancorpSouth Investment Services and head of The Nadia Cavner Group was listed as one of the Top 100 women financial advisers in the U.S. in the June issue of Barron’s business magazine. This is the seventh consecutive year Cavner has made the list, which is based on specific factors that include the volume of assets managed, revenues generated for the firm and practice quality.

Joshua Sapp was named assistant vice president of commercial lending at BancorpSouth. He has a bachelor’s degree in aviation science from College of the Ozarks and a Master of Business Administration from Missouri State University. Sapp has more than six years of banking experience.

Sheila Falls joined U.S. Bank as a home mortgage officer serving the Republic, Monett, Pineville and Wheaton areas. She has more than 30 years of experience in banking.

Jami Peebles was promoted to executive vice president of Central Trust & Investment Co., where she previously served as central regional manager. Peebles has more than 24 years of experience in the trust and investment management industry. She is a Certified Trust and Financial Advisor and a graduate of the American Bankers Association’s National Trust School and National Trust Graduate School as well as the Cannon Employee Benefit School.

Jae H. Moon joined Waddell & Reed as a financial adviser. Moon has a bachelor’s degree in finance from Missouri State University and previously was a manager with Exxon Mobil in Washington state. At Waddell & Reed, Moon develops customized financial plans, recommends investment strategies and counsels clients in the Springfield area.

Bernadean McAfee joined BancorpSouth as a mortgage loan officer. She brings more than 15 years of banking experience to her position, which entails helping customers who want to become homeowners.[[In-content Ad]]

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