Wealth Management in Leawood, Kansas

    Leawood 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 private 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.

    11405 Nall Avenue
    Suite 200
    Leawood, Kansas 66211

    816-234-1916

    CommerceTrust-Leawood

    Branch Location Team

    Boswell-Scott

    Scott Boswell

    President, West Region
    Headshot of Commerce Trust's Eric Becklerle.

    Eric Beckerle

    Vice President, Private Banking Relationship Manager
    Headshot of Commerce Trust's Jennifer Boxberger

    Jennifer Boxberger

    Portfolio Manager

     

    Headshot of Commerce Trust's Richard English.

    Richard English

    Managing Director, Commerce Family Office
    Finley-Lori

    Lori Finley

    Assistant Vice President, Tax Accountant
    Fowler-Michael

    Michael Fowler

    Vice President, Business Development Officer
    Franzen-Paul

    Paul Franzen

    Vice President, Senior Equity Analyst
    Gard-Jane

    Jane Gard

    Senior Vice President, Private Banking Team Leader
    Gard-Nick


    Nick Gard

    Private Banking Representative
    Graham-Michael

    Michael Graham

    Senior Vice President, Director – Insurance Premium Finance
    Hess-Bill

    Bill Hess

    Vice President, Wealth Management Consultant
    Hiemenz-Kent

    Kent Hiemenz

    Senior Vice President, Director of Wealth Management Consulting
    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
    Ludlow-John

    John Ludlow

    Vice President, Senior Financial Planner
    Headshot of Commerce Trust's Jessica Lyons.

    Jessica Lyons

    Assistant Vice President, Private Banking Relationship Manager
    McCray-Marcie

    Marcie McCray

    Vice President, Private Client Advisor
    Headshot of Commerce Trust's Mark McGavran.

    Mark McGavran

    Vice President, Wealth Management Consultant
    McGee-Susan

    Susan McGee

    Senior Vice President, Wealth Management Consultant
    Morris-John

    John Morris

    Vice President, Private Client Advisor
    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
    Robert-Kevin

    Kevin Roberts

    Trust Officer, Real Estate Administrator
    Rooney-Jeremy

    Jeremy Rooney

    Senior Vice President, Senior Portfolio Manager
    Smith-Jeff

    Jeff Smith

    Assistant Vice President, Portfolio Manager
    Spallo-Joe

    Joseph Spallo

    Private Client Advisor
    Stiglic-Amy

    Amy Stiglic

    Senior Vice President, Director of Private Client Advisors
    Headshot of Commerce Trust's Jennifer Stopler.

    Jennifer Stolper

    Officer, Private Banking Representative
    Swadley-Sara

    Sara Swadley

    Vice President, Portfolio Manager
    Taylor-Jeremy

    Jeremy Taylor

    Vice President, Real Estate Administrator
    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
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