Country Club Plaza Office

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Wealth Management in Country Club Plaza

At Commerce Trust, our clients and the communities we serve are at the heart of what we do.

By working together, we create a strong and vibrant community where everyone has an opportunity to succeed. Contact any member of our team to get started.

MEET OUR TEAM

erin anderson

Erin Anderson

Senior Trust Counsel

(816) 760-3652
lisa blake

Lisa Blake

Vice President, Wealth Management Consultant

(816) 760-3627
scott boswell

Scott Boswell

President, West Region

(816) 234-7381
miranda burks

Miranda Burks

Financial Planner

(816) 234-2585
david collins

David Collins

Portfolio Manager

(816) 234-1899
ann darke

Ann Darke

Senior Vice President, Senior Family Office Relationship Manager

(816) 234-8623
kelly jernigan

Richard English

Managing Director, Commerce Family Office

(816) 234-2760
lori finley

Lori Finley

Assistant Vice President, Tax Accountant

(816) 234-7116
jane gard

Jane Gard

Senior Vice President, Private Banking Team Leader

(816) 234-8818
joe graham

Joe Graham

Vice President, Private Banking Relationship Manager

(816) 234-1870

Michael Graham

Senior Vice President, Insurance Premium Finance Manager

(816) 760-7605
bill hess

Bill Hess

Vice President, Wealth Management Consultant

(816) 234-2554
kent hiemenz

Kent Hiemenz

Senior Vice President, Director of Wealth Management Consulting

(816) 234-2209
elizabeth hughes

Elizabeth Hughes

Vice President, Family Office Relationship Manager
kelly jernigan

Kelly Jernigan

Senior Vice President, Portfolio Manager Team Leader

(816) 234-2914
andrew kaplan

Andrew Kaplan

Executive Vice President, Director of Private Banking - West Region

(816) 234-2429
morgan kilgore

Morgan Kilgore

Assistant Vice President, Private Client Advisor

(816) 234-2487

John Ludlow

Vice President, Senior Financial Planner
marcie mccray

Marcie McCray

Vice President, Private Client Advisor

(816) 234-2586
mark mcgavran

Mark McGavran

Vice President, Wealth Management Consultant

(816) 234-2595

Susan McGee

Senior Vice President, Wealth Management Consultant

(816) 234-2737
tim michel

Tim Michel

Senior Vice President, Director of Portfolio Management - West Region

(816) 234-8620
paul murray

Paul Murray

Family Office Business Analyst

(816) 234-7256
doug nelson

Doug Nelson

Vice President, Tax Manager

(816) 760-8466

Stephen Pool

Portfolio Manager

(816) 234-2314
luci powell

Luci Powell

Vice President, Private Client Advisor
kevin roberts

Kevin Roberts

Trust Officer, Real Estate Administrator

(816) 760-8083
jeremy rooney

Jeremy Rooney

Senior Vice President, Senior Portfolio Manager

(816) 234-8665
matt schmitt

Matt Schmitt

Senior Vice President, Portfolio Manager

(816) 234-2765
jeff smith

Jeff Smith

Assistant Vice President, Portfolio Manager

(816) 236-5777
amy stiglic

Amy Stiglic

Senior Vice President, Director of Private Client Advisors

(816) 234-2958
brad sullins

Brad Sullins

Assistant Vice President, Private Banking Relationship Manager

(816) 234-1886
sara swadley

Sara Swadley

Vice President, Portfolio Manager

(816) 760-8780
jeremy taylor

Jeremy Taylor

Vice President, Real Estate Administrator

(816) 234-2669
dakota warnken

Dakota Warnken

Assistant Vice President, Portfolio Manager

(816) 234-1893
koji watanabe

Koji Watanabe

Vice President, Senior Financial Planner

(816) 234-2854
taylor werner

Taylor Werner

Portfolio Manager Associate

(816) 234-2761
michael white

Michael White

Vice President, Portfolio Manager

(816) 234-7070
paula wieck

Paula Wieck

Vice President, Senior Portfolio Manager

(816) 234-7477
ashley ziblut

Ashley Ziblut

Real Estate Administrator

(816) 234-2305
Commerce Trust, Country Club Plaza, Kansas location

LOCATION

118 W 47th St
2nd Floor
Kansas City, Missouri 64112
816-234-2900
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Summary

With over 110 years of wealth management experience, world-class capabilities, and unparalleled service, Commerce Trust, a division of Commerce Bank, has earned a reputation as one of the premier wealth management companies in the United States.

As your valued advisor, Commerce Trust's comprehensive approach allows us to extend premier services to you under one roof:

  • Investment Strategy
  • Financial Planning
  • Estate Plan Management
  • Private Banking
  • Education Planning
  • Tax Management
  • Risk Management

Request an Appointment