Understanding Donor-Advised Funds and Private Foundations
Key Takeaways Donor-advised funds and private foundations are widely used for charitable giving. Each giving vehicle...
The Commerce Trust Team
Meet the people spearheading the more personalized approach to building wealth.
Guy Hockerman, CPA, CFP®
Senior Financial Planning Manager
Guy is a senior financial planner manager for Commerce Trust. He works as a member of the financial advisory services team a dedicated financial planning practice within Commerce Trust that provides objective financial advice to clients.
Following a thorough assessment of a client’s unique situation and thoughts regarding wealth, Guy develops holistic and coordinated plans to help clients meet their short term and long term goals as well as take full advantage of various planning, tax, and investment strategies along the way.
With more than 30 years of financial planning experience, he is responsible for providing quality advice to clients and prospects of Commerce Trust. As a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER ™, Guy’s extensive experience in financial planning includes working for banking and accounting institutions as a financial planner and tax advisor. His expertise includes planning for financial independence, executive compensation, estate preservation, philanthropy, and business succession.
Guy earned his Bachelor of Administration in business and economics from Wheaton College. Guy is a member of several organizations, including the Financial Planning Association and the American Institute of Certified Public Accountants. Guy speaks and writes regularly on financial issues and has served as a faculty member for ABA National Graduate Trust School. Guy serves as a board member of Riverside Church in Webster Groves. Additionally, he is a K-1st grade Sunday school teacher and men's ministry leader at church. Guy enjoys spending time outside running, hiking, and fishing.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Start a conversation with Guy
314-746-7333 guy.hockerman@commercebank.com Connect on LinkedIn
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Annual Giving: Using the Gift Tax Exclusion and Charitable Deductions to Optimize Tax Outcomes
Key Takeaways If structured properly, giving to family and charitable organizations during your lifetime may serve as...
Funding a Child’s Tuition and Education Expenses
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