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 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 and Risk Management.

At Commerce Trust, 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 Kansas City 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

lisa blake

Lisa Blake

Vice President, Wealth Management Consultant

scott boswell

Scott Boswell

President, West Region

miranda burks

Miranda Burks

Assistant Vice President, Financial Planner

ann darke

Ann Darke

Senior Vice President, Senior Family Office Relationship Manager

Stephanie Dawson

Private Client Advisor

andy elliott

Andrew Elliott

Vice President, Private Banking Relationship Manager

kelly jernigan

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

adam gentry

Adam Gentry

Senior Financial Planning Analyst

joe graham

Joe Graham

Vice President, Private Banking Relationship Manager

Michael Graham

Senior Vice President, Insurance Premium Finance Manager

brennan hampton

Brennan Hampton

Trust Officer, Private Banking Relationship Manager

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

elizabeth hughes

Elizabeth Hughes

Vice President, Family Office Relationship Manager

kelly jernigan

Kelly Jernigan

Senior Vice President, Portfolio Manager Team Leader

andrew kaplan

Andrew Kaplan

Executive Vice President, Director of Private Banking - West Region

John Ludlow

Vice President, Senior Financial Planner

don mcarthur

Don McArthur

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

mark mcgavran

Mark McGavran

Vice President, Wealth Management Consultant

Susan McGee

Senior Vice President, Wealth Management Consultant

peter mchugh commerce trust

Peter McHugh

Vice President, Senior Institutional Relationship Manager

tim michel

Tim Michel

Senior Vice President, Director of Portfolio Management - West Region

paul murray

Paul Murray

Family Office Business Analyst

doug nelson

Doug Nelson

Vice President, Tax Manager

amy pieper

Amy Pieper

Senior Vice President, Director of Nonprofit Services

luci powell

Luci Powell

Vice President, Private Client Advisor

jared roberts

Jared Roberts

Assistant Vice President, Private Client Advisor

kevin roberts

Kevin Roberts

Trust Officer, Real Estate Administrator

jeremy rooney

Jeremy Rooney

Senior 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

jeff smith

Jeff Smith

Assistant Vice President, Portfolio Manager

camille solognier

Camille Solognier

Vice President, Private Banking Relationship Manager

amy stiglic

Amy Stiglic

Senior Vice President, Director of Private Client Advisors

brad sullins

Brad Sullins

Assistant Vice President, Private Banking Relationship Manager

sara swadley

Sara Swadley

Vice President, Portfolio Manager

jeremy taylor

Jeremy Taylor

Vice President, Real Estate Administrator

nick terhune

Nick Terhune

Vice President, Senior Equity Analyst

dakota warnken

Dakota Warnken

Assistant Vice President, Portfolio Manager

koji watanabe

Koji Watanabe

Vice President, Senior Financial Planner

taylor werner

Taylor Werner

Portfolio Manager Associate

michael white

Michael White

Vice President, Portfolio Manager

paula wieck

Paula Wieck

Vice President, Senior Portfolio Manager

ashley ziblut

Ashley Ziblut

Real Estate Administrator

steve zimmer

Steve Zimmer

Private Banking Relationship Manager

Downtown Kansas City Commerce Trust building

LOCATION

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