ABOUT LoriLori is a private client advisor and team leader for Commerce Trust in St. Joseph. She serves as a senior consultant and relationship manager providing clients with personalized objective advice and oversight across all ofour services, including trust administration, financial advisory services, private banking, and investment management.
Lori facilitates all aspects of relationship management for the client team, including administering complex trusts, maintaining client communication, and coordinating with internal and external partners to deliver a superior client experience. She has knowledge in administration of a variety of accounts such as revocable and irrevocable trusts, investment management, IRAs, charitable foundations, insurance trusts, estates, and endowments.
Lori joined Commerce in 1999 as an administrative assistant. Lori graduated magna cum laude from Missouri Western State University in 2003 with a bachelor of science degree in accounting. She received the Certified Trust and Financial Advisor designation in July 2013.
Lori is an alumna of Leadership Northwest Missouri as well as Leadership St. Joseph. Additionally, she is a member of the Missouri Western State University Ambassadors, Northwest Missouri Financial Women, St. Joseph Chamber Diplomats, and the St. Joseph Symphony Society Board, where she serves as treasurer and chair of the finance committee.
She was awarded Commerce Bank’s “Employee of the Year” for the St. Joseph Market in 2018. Lori was also awarded the Women of Excellence Emerging Leader award sponsored by the YWCA of St. Joseph in 2019.