Wealth Management in Country Club Plaza

    Kansas City Country Club Plaza Office

    For more than a century, Commerce Trust has been a leading provider of investment management, financial planning, trust and private banking services. At Commerce Trust, our client philosophy guides our approach to wealth management which is simple: It’s advantageous to have a team in your corner. Because more collaboration and more perspectives converge to create a more personalized approach designed uniquely around your needs.

    118 West 47th Street
    2nd Floor
    Kansas City, Missouri 64112

    816-234-2900

    CommerceTrust-CountryClubPlaza

    Branch Location Team

    Boswell-Scott

    Scott Boswell

    President, West Region
    Headshot of Commerce Trust's Brittany Beaver.

    Brittany Beaver

    Private Client Advisor
    Headshot of Commerce Trust's Jennifer Boxberger

    Jennifer Boxberger

    Portfolio Manager
    Burks-Miranda

    Miranda Burks

    Assistant Vice President, Financial Planner
    Collins-David

    David Collins

    Portfolio Manager
    Darke-Ann

    Ann Darke

    Senior Vice President, Senior Family Office Relationship Manager
    Headshot of Commerce Trust's Richard English.

    Richard English

    Managing Director, Commerce Family Office
    Finley-Lori

    Lori Finley

    Assistant Vice President, Tax Accountant
    Gard-Jane

    Jane Gard

    Senior Vice President, Private Banking Team Leader
    Graham-Michael

    Michael Graham

    Senior Vice President, Director – Insurance Premium Finance
    Headshot of Commerce Trust's Bill Hess.

    Bill Hess

    Vice President, Wealth Management Consultant
    Hiemenz-Kent

    Kent Hiemenz

    Senior Vice President, Director of Wealth Management Consulting
    Headshot of Commerce Trust's Victoria Howard

    Tori Howard

    Private Client Advisor

     

    Headshot of Commerce Trust's Elizabeth Hughes.

    Elizabeth P. Hughes

    Vice President, Relationship Manager, Commerce Family Office
    Jernigan-Kelly

    Kelly Jernigan

    Senior Vice President, Portfolio Manager Team Leader
    Kilgore-Morgan

    Morgan Kilgore

    Assistant Vice President, Private Client Advisor
    Ludlow-John

    John Ludlow

    Vice President, Senior Financial Planner
    Headshot of Commerce Trust's KC Mathews

    KC Mathews

    Chief Market Strategist

     

    McCray-Marcie

    Marcie McCray

    Vice President, Private Client Advisor
    McGavran-Mark

    Mark McGavran

    Vice President, Wealth Management Consultant
    McGee-Susan

    Susan McGee

    Senior Vice President, Wealth Management Consultant
    Michel-Tim

    Tim Michel

    Senior Vice President, Director of Portfolio Management - West Region
    Headshot of Commerce Trust's Paul Murray.

    Paul Murray

    Business Analyst, Commerce Family Office
    Headshot of Commerce Trust's Doug Nelson

    Doug Nelson

    Tax Director, Commerce Family Office
    Pool-Stephen

    Stephen Pool

    Portfolio Manager
    Powell-Luci

    Luci Powell

    Vice President, Private Client Advisor
    Robert-Kevin

    Kevin Roberts

    Trust Officer, Real Estate Administrator
    Rooney-Jeremy

    Jeremy Rooney

    Senior Vice President, Senior Portfolio Manager
    Headshot of Commerce Trust's Matt Schmitt.

    Matt Schmitt

    Senior Vice President, Portfolio Manager
    Smith-Jeff

    Jeff Smith

    Assistant Vice President, Portfolio Manager
    Stiglic-Amy

    Amy Stiglic

    Senior Vice President, Director of Private Client Advisors
    Sullins-Brad

    Brad Sullins

    Assistant Vice President, Private Banking Relationship Manager
    Swadley-Sara

    Sara Swadley

    Vice President, Portfolio Manager
    Taylor-Jeremy

    Jeremy Taylor

    Vice President, Real Estate Administrator
    Teel-Adam

    Adam Teel

    Private Client Advisor
    Warnken-Dakota

    Dakota Warnken

    Assistant Vice President, Portfolio Manager
    Headshot of Commerce Trust's Koji Watanabe.

    Koji Watanabe

    Vice President, Senior Financial Planner
    Werner-Taylor

    Taylor Werner

    Portfolio Manager
    White-Michael

    Michael White

    Vice President, Portfolio Manager
    Zibult-Ashley

    Ashley Ziblut

    Real Estate Administrator
    Load more

    How Can Our Team Help You Today?

    Required information*