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Downtown Kansas City, Missouri Office

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Wealth Management in Downtown Kansas City

With over 200 associates in the Kansas City Area and 110 years of wealth management experience, our world-class capabilities, and unparalleled service, has earned Commerce Trust Company a reputation as one of the premier wealth management companies in the United States.

As your valued advisor, Commerce Trust Company'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 and Risk Management.

At Commerce Trust Company, our clients and the communities we serve are at the heart of what we do. We help families plan for their future and contribute to the St. Louis region by volunteering and donating to more than 75 local agencies like the Kansas City Reperatory Theatre, The Learning Exchange and Heartland Habitat for Humanity.

By working together, we create a strong and vibrant community where everyone has an opportunity to succeed. Fill out our form or contact any member of our team below to get started.

MEET OUR TEAM

Erin Anderson

Erin Anderson

Senior Trust Counsel

Karly Avis-Bouvilom

Karly Avis-Bouvilom

Private Client Advisor

Mark Barkman

Mark Barkman

Senior Vice President, Private Banking Relationship Manager

Abby Beasley

Abby Beasley

Assistant Vice President, Private Client Services & Support Manager

Chris Blair

Christopher Blair

Vice President, Private Client Advisor

Lisa Blake

Lisa Blake

Vice President, Wealth Management Consultant

Scott Boswell

Scott Boswell

President, West Region

Ashley Boswell

Ashley Boswell

Assistant Vice President, Private Banking Relationship Manager

Ann Darke

Ann Darke

Senior Vice President, Senior Family Office Relationship Manager

Andy Elliott

Andrew Elliott

Vice President, Private Banking Relationship Manager

Richard English

Richard English

Managing Director, Commerce Family Office

Lori Finley

Lori Finley

Assistant Vice President, Tax Accountant

Michael Fowler

Michael Fowler

Vice President, Business Development Officer

Paul Franzen

Paul Franzen

Vice President, Senior Equity Analyst

Jane Gard

Jane Gard

Senior Vice President, Private Banking Team Leader

Nick Gard

Nick Gard

Private Banking Representative

Joe Graham

Joe Graham

Vice President, Private Banking Relationship Manager

Susan Hagerman

Susan Hagerman

Vice President, Institutional Trust Consultant, Daily Retirement Plan Services Manager

Brennan Hampton

Brennan Hampton

Trust Officer, Private Banking Relationship Manager

Kent Hatesohl Commerce Trust Company

Kent Hatesohl

Senior Vice President, Private Client Advisor

Ben Herrig

Ben Herrig

Senior Vice President, Wealth Management Consultant

Bill Hess

Bill Hess

Vice President, Wealth Management Consultant

Kent Hiemenz

Kent Hiemenz

Senior Vice President, Director of Wealth Management Consulting

Sarah Hughes

Sarah Hughes

Senior Vice President, Private Client Advisor

Kelly Jernigan Commerce Trust Company

Kelly Jernigan

Senior Vice President, Portfolio Manager Team Leader

Andrew Kaplan

Andrew Kaplan

Executive Vice President, Director of Private Banking - West Region

Tracey Lewis

Tracey Lewis

Senior Vice President, Director of Institutional Relationship Management

Alexandria Lueke

Alexandria Lueke

Private Client Advisor

Jessica Lyons

Assistant Vice President, Private Banking Relationship Manager

Don McArthur

Don McArthur

Senior Vice President, Senior Investment Strategist and Director of Equity Research

Marcie McCray

Marcie McCray

Trust Officer, Private Client Advisor

Mark McGavran

Mark McGavran

Vice President, Wealth Management Consultant

Susan McGee

Susan McGee

Senior Vice President, Wealth Management Consultant

Tim Michel

Tim Michel

Senior Vice President, Director of Portfolio Management - West Region

Janice Moore

Janice Moore

Senior Vice President, Private Client Advisor

John Morris

Vice President, Private Client Advisor

Paul Murray

Paul Murray

Family Office Business Analyst

Doug Nelson

Vice President, Tax Manager

Amy Pieper

Amy Pieper

Vice President, Tax Manager

Luci Powell

Vice President, Private Client Advisor

Kevin Roberts

Kevin Roberts

Trust Officer, Real Estate Administrator

Jeremy Rooney

Jeremy Rooney

Vice President, Senior Portfolio Manager

Matt Schmitt

Matt Schmitt

Senior Vice President, Portfolio Manager

Bill Schuetter

William Schuetter

Senior Vice President, Director of Funds Administration

Bryan Smith

Bryan Smith

Senior Vice President, Institutional Administration Manager

Camille Solognier

Camille Solognier

Vice President, Private Banking Relationship Manager

Scott Stephenson

Scott Stephenson

Vice President, Private Banking Relationship Manager

Amy Stiglic

Amy Stiglic

Senior Vice President, Director of Private Client Advisors

Jennifer Stolper

Jennifer Stolper

Officer, Private Banking Representative

Brad Sullins

Brad Sullins

Assistant Vice President, Private Banking Relationship Manager

Don Sullivan

Don Sullivan

Senior Vice President, Portfolio Manager Team Leader

Marcia Ubben

Marcia Ubben

Vice President, Private Client Advisor

Esther Viveros

Esther Viveros

Assistant Vice President, Portfolio Manager

Rachel Vogel

Rachel Vogel

Assistant Vice President, Private Client Advisor

Koji Watanabe

Koji Watanabe

Vice President, Senior Financial Planner

Michael White

Michael White

Vice President, Portfolio Manager

Downtown Kansas City Commerce Trust Company building

LOCATION

1000 Walnut St
Kansas City, Missouri 64106
816-234-2552
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