ABOUT JoeJoe is a private client advisor for Commerce Trust Company. He 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. Joe 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.
Joe has knowledge of the administration of revocable trusts, irrevocable trusts, IRAs, and decedent estates. Prior to joining Commerce in April 2021, Joe was a trust officer at Country Club Trust Company.
He earned his Bachelor of Science in Business Administration from the University of Missouri-Columbia and his Juris Doctor degree from the University of Missouri-Kansas City School of Law.