ABOUT SarahSarah is a private client advisor and team leader for Commerce Trust. She serves as a senior 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. Sarah 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 encompassing revocable trusts, irrevocable trusts, IRAs, conservatorships, estates, and special needs trusts. Additionally, she reviews sophisticated estate plans, legal questions, sensitive family situations, and complex property transfers as well as coordinates the services provided by our investment management, real estate, family business, private banking, and tax preparation teams.
Prior to joining Commerce Trust, Sarah worked for seven years in trust administration in Chicago. She also practiced estate planning as an associate attorney. Sarah is a past member and Treasurer for the Notre Dame de Sion High School Alumni Associate Board; a past member of the Kansas City Rose Society Board and founder of their young professionals board; a current board member of UMKC Women’s Council; and a current volunteer at the Humane Society of Greater Kansas City.