UMB Healthcare Services’ CEO & leadership team hold roles in a variety of national organizations including the American Bankers Association’s HSA Council and the Employers Council on Flexible Compensation Board of Directors.

Executive Leadership
Phil Mason
Executive Vice President, Chief Operating Officer & Director Healthcare Services

Phil Mason joined UMB in June 2005. As executive vice president, chief operating officer of Institutional Banking and director of Healthcare Services, Mr. Mason is responsible for the Healthcare Services line of business within Institutional Banking as well as management and oversight of the division’s financial performance, daily operations, compliance teams and several other groups within Institutional Banking. Mr. Mason serves as an executive team member for the Institutional Banking line of business responsible for input on the strategic direction of the department. He focuses on executing strategic initiatives within the division as well as supporting the overall growth of the business.

During his career at UMB, Mr. Mason has assumed successively broader management roles. Prior to his current role, he served as senior vice president, executive operating officer for Institutional Banking. Additional roles include: senior vice president, director relationship management and support for Institutional Asset Management, vice president, line finance for UMB’s Finance Department and senior analyst, Mergers and Acquisitions.

Mr. Mason earned a double major bachelor’s degree in finance and economics from the University of Illinois Champaign-Urbana and a Master of Business Administration in finance and management from Rockhurst University. He also holds the FINRA Series 52, 53, 7, 24 and 66 licenses.

In his spare time, Mr. Mason serves as a volunteer at Christ Community Church in Leawood, Kansas.

Matt Coffelt
Executive Vice President, Chief Information Officer

Matt Coffelt is executive vice president and chief information officer of UMB Healthcare Services. Matt is responsible for the technical direction and leadership within the HCS technical team. Matt specializes in bringing technical innovation, successful outcomes, process improvements to our application and technical portfolio. Prior to joining UMB in July 2014, Matt’s background included supporting healthcare product and service delivery solutions for technology, healthcare, and financial organizations.

Matt holds a Bachelor of Science degree in Computer information Systems from Missouri State University in Springfield, Mo. He also holds a Master of Health Administration degree and a Master of Health Information from the University of Missouri in Columbia, Mo.

Brian Hutchin
Executive Vice President, Manager of HCS Sales and Strategy

Brian Hutchin serves as executive vice president and Manager of Sales and Strategy for UMB Healthcare Services. He has more than 25 years of financial industry experience and is responsible for driving national sales strategy across the footprint and leading the healthcare services sales team. 

Previously at UMB Brian was the director of corporate banking, treasury management and commercial card sales divisions. He was also Eastern region and Kansas City metro sales manager for commercial banking, treasury management and commercial card sales. Prior to that he served as community bank president, Eastern Jackson County, Kansas City market.

Brian is a recipient of the 2018 UMB Leadership Award and is a former recipient of Ingram’s Magazine’s 40 Under 40 distinction.

Brian holds a bachelor’s degree in business management from the University of Central Missouri.

Chris Albright
Senior Vice President, Director of Administration

Christopher (Chris) Albright joined UMB in 2011 and is director of administration for UMB Healthcare Services. In this role, he is responsible for overseeing all financial aspects of the healthcare line of business, including accounts payable and receivable, billing and reporting. Additionally, Chris ensures his functions align with the strategic plans and initiatives for the division.

Previously at UMB, Chris was a unit finance manager in the line finance segment of the accounting department. Prior to joining UMB, he held positions at Citigroup and Sprint as senior finance manager and operations manager, respectively. He has more the 10 years of financial services experience.

Chris holds a Bachelor of Science degree in finance from Missouri State University in Springfield, Mo. and a Master of Business Administration degree from Rockhurst University in Kansas City, Mo. He is also a graduate of the Leadership Northland program through the Northland Regional Chamber of Commerce.

Chris is active in his community and serves as a board member for The Whole Person, an organization that provides services and support for people with disabilities. 


Duane Fischer
Senior Vice President, HSA Implementation

Duane Fischer is senior vice president, HSA Implementation of UMB Healthcare Services. He is responsible for implementation services to integrate new partners, including post-implementation daily operational processes.

Duane has more than 25 years of experience with UMB.

Carla Green
Senior Vice President, Line Finance Manager II

Brenda Beachey
Senior Vice President, Manager HCS Client Experience



Mark Cordes
Segment Marketing Manager, Marketing Communication


Leigh Perkins
Senior Vice President, HR Business Partner

Joshua Cummings
Senior Vice President, Director, Service Center and Support

Josh is Director and SVP of Service Center and Support. He has twelve years of experience at UMB, spanning various roles and departments including line finance, commercial, consumer, private wealth, operations, technology and continuous improvement. He is also a graduate of UMB’s emerging leader program.

Josh is certified in Lean/Six Sigma and has a bachelor’s degree from Kansas State University and a master’s degree from Baker University. He is currently pursuing a master’s degree in banking from Stonier University of Pennsylvania.

LouAnn Anstis
Vice President, Benefit Card Program Management

LouAnn Anstis is vice president, benefit card program management for UMB Healthcare Services. She is an experienced and trusted leader in prepaid and debit card program management with over 20 years in operational and regulatory compliance within financial and healthcare services. LouAnn believes compliance comes first in card program management, with the real work, which she enjoys the most, in ensuring that operationally the program runs efficiently and effectively for the card cardholder and is finically viable for the program owner.

Prior to joining UMB, LouAnn was director of compliance, risk and program management for TSYS,  With over a decade at TSYS, LouAnn worked with many prepaid clients and issuing financial institutions, to develop card programs and management tools to support regulatory compliance, mitigate risks and enable client innovation. Before joining TSYS, LouAnn was privacy officer and compliance manager for AltaCare Corporation, a national long-term care company where her focus was on HIPAA implementation.

LouAnn is active in the financial industry, participating in the Employers Council on Flexible Compensation (ECFC), she has been a speaker at several prepaid conferences over the years such as Money2020, the Power of Prepaid and the VISA Forum.  LouAnn was a prior board member of the Network Branded Prepaid Card Association, now called the Innovative Payments Association.

Colleen Squire
Vice President, Director of Risk Compliance

Colleen Squire joined UMB in 2016 and is vice president, director of risk compliance for the Healthcare Services division. She partners with the healthcare team to ensure compliance with all consumer protection regulations. She also evaluates risk and develops controls to negate risk, while providing oversight to the healthcare services First Line of Defense program.

In previous roles at UMB, Colleen acted as manager of risk and compliance for the Consumer Banking division and as senior compliance analyst for the corporate compliance team. Prior to joining UMB, she was district operations manager at U.S. Bank for nine years. She has more than 15 years of financial services industry experience.

Colleen earned a Bachelor of Science degree in criminology and a Bachelor of Science degree in sociology from the University of Missouri in Kansas City, Missouri. 

Brian Henry
Vice President, Corporate Legal Counsel

Brian is corporate legal counsel for UMB Healthcare Services.  Prior to joining UMB, Brian was senior counsel at Citigroup, Inc. in New York, NY, where he was responsible for multiple business units and products.  Prior to Citigroup, he was an associate at Clifford Chance in New York. In total Brian has over 20 years of banking and financial legal experience working across a wide variety of issues and businesses.

Brian is a graduate of the University of Kansas Business School and the University of Virginia Law School.

Chelsey Renfro
Assistant Vice President, Manager HCS Operations

Introducing UMB HSA Saver

UMB HSA Saver is a unique investment platform designed with ease in mind. Account holders can easily research, buy and sell funds with a couple clicks.

How to use RecepitVault

How to Use ReceiptVault

Easily track and manage your healthcare receipts using ReceiptVault.

HSA FAQ Resource

HSA FAQ Resource

Find answers to your most common HSA questions in our comprehensive HSA FAQ section.