ABOUT SusanSusan is a senior advisor and relationship manager within the institutional trust group of Commerce Trust Company. She is responsible for providing fiduciary and trust administrative capabilities to retirement plans, public and Taft-Hartley plans, foundations, and endowments.
Susan works closely with our clients and provides advisory oversight on administrative matters impacting their relationship. Serving as the single point-of-contact for our internal team, she coordinates all client service deliverables, including the various day-to-day aspects of the trust relationship, client reporting requirements, portfolio reviews, and client inquiries. Susan has more than 20 years experience in the financial industry.
Susan graduated from the University of Missouri in 1992 with a bachelor of science in consumer and family economics and attained the Accredited Investment Fiduciary (AIF) accreditation from the Center for Fiduciary Studies in 2009. Susan holds her Series 65 securities license and State of Missouri and State of Kansas Life and Health insurance licenses.
Susan volunteers with Federal Reserve in educating grade school students in the importance of personal finance. She is currently a board member of Quail Meadows Homeowners Association in Lees Summit, MO. Susan is a member of Holy Spirit Catholic Church. Susan has a twin sister and is part owner of a family farm. She loves to read and hike her favorite trails at James A. Reed.