ABOUT JoanJoan is a private client advisor for Commerce Trust. She serves as a consultant and relationship manager providing clients with personalized objective advice and oversight across all of our services, including trust administration, financial advisory services, private banking, and investment management.
Joan 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 joined Commerce in 2023 and previously was a tax principal at CliftonLarsonAllen LLP.
Joan received her Bachelor of Science in business administration with accounting emphasis at Montana State University at Billings. She has earned the designation of Certified Public Accountant (CPA). Joan volunteers at the Spirit of St. Louis Women's Fund.