Beth is senior vice president and private client wealth advisor with Commerce Trust, and she serves as a senior consultant providing personalized financial advice for investment management, professional trust services, and overall guidance for building and preserving client wealth through different market cycles. She has more than 20 years of experience in working with other team members and outside advisors to provide estate and tax planning advice and education for multi-generational families.
Beth joins Commerce Trust after a distinguished career as a senior relationship manager for a large wealth manager. In this position, she advised significant client relationships, oversaw personal trust and fiduciary administration, and provided credit and banking solutions to meet the needs of high net worth families.Beth earned a Bachelor of Science in finance from the University of Dayton and a Master of Business Administration from Saint Louis University. Beth serves as treasurer for Friends of Character Plus. Beth is a mother of four who enjoys spending time with family and friends. She loves watching high school and youth sports, especially ice hockey and lacrosse.