ABOUT AnnAnn is a team leader and family office relationship manager for Commerce Trust Company. She collaborates closely with clients on strategies for addressing the complex personal, family, and financial challenges that can accompany significant wealth and can often impact current and future generations.
Ann works to help clients integrate core values into wealth planning and decision making, translate vision and mission statements into actionable solutions, implement successful family communication strategies, and establish effective family governance structures and processes. Ann has more than 30 years of experience in the financial services industry.
Ann has a law degree from Boston University School of Law and a bachelor of arts degree from Connecticut College. She also has earned her CERTIFIED FINANCIAL PLANNER™ designation." She has twice been named as one of the Nation’s “100 Most Exclusive Wealth Advisors” by Robb Report magazine.
Ann is active in the community and has served on many boards. Ann currently serves on the finance committee for the DC Ranch Country Club. She was the past president of the New Reform Temple, Sulgrave Regency HOA, Estate Planning Society. She also served on boards of the Kansas City Ballet, Truman Hospital Foundation, Jewish Community Foundation, Village Shalom, Menorah Legacy Foundation, and the Kansas City Financial Planning chapter.
In her spare time, Ann enjoys spending time with family and friends, playing golf, working out and reading. She has an adventurous travel bucket list and has been to Asia, Tahiti, Alaska, Greece, Turkey, various spots in Eastern Europe. Antarctica is next on her list.