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Meet Our People

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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 and the surrounding communities. Chuck is a member of the Southwest Missouri Estate Planning Council and is a member of the Missouri and Jasper County Bar Associations.
Doug Crandall
Doug Crandall
Senior Vice President
Trust Officer
Doug grew up in Southwest Missouri and provides his customers with the local, personal service that you expect from SMB. As a Trust Officer, Doug works closely with you and the professionals drafting your legal documents to help make your estate planning a reality. 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 and the Planned Giving Council of the Four States. He is also a member of the Missouri Bar Association and the Jasper County Bar Association. Doug is a graduate of Carthage High School. He received his bachelor of arts degree from Baker University, his masters degree from Kansas State University and his juris doctor degree from Washburn School of Law.
Richard Patterson
Richard Patterson
Portfolio Investment Analyst
Richard is a certified public accountant and financial securities advisor with over 40 years of experience. Richard reviews trust accounts and makes investment recommendations designed to meet each account's particular investment objectives. He also has experience in public accounting, manufacturing, oil and financial services companies. Richard is also from Southwest Missouri and is a graduate of Webb City High School. He received his bachelors and masters degrees from University of Missouri – Columbia. Richard is a member of the American Institute of CPAs and the Oklahoma Society of CPAs.
David Heltzel
David Heltzel
Portfolio Manager
David has 10 years of experience in Investment Management and is a US Air Force veteran. He earned an MS in Financial Planning at the University of Missouri and a BBA in Finance at the University of Oklahoma. He has lived in Joplin since 2007. David manages trust portfolios and makes investment recommendations tailored to meet each client's specific objectives.
Blake Nevil
Blake Nevill
Trust Administrator – Client Relations
Blake joined SMB Trust Services in 2011. He earned a degree in Finance from Pensacola Christian College and is in the process of attending the ABA Trust School to become a Certified Trust and Financial Advisor (CTFA). Blake enjoys working with our customers and helping them with their trust and estate questions.
Sarah Lowery
Sarah Lowery
Trust Administrator – Operations
Sarah has been with Southwest Missouri Bank Trust Services for three years. 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.

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

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