Joe 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. Prior to joining Commerce in 2006, Joe was a trust administrator where he advised clients with large retirement plan accumulations and managed accounts for high net worth individuals.He earned his Bachelor of Science degree in economics and finance from Millikin University in 1976 and is a graduate of ABA National Graduate Trust School. Joe is also a member of the St. Louis Estate Planning Council and is involved in numerous community service events in the St. Louis region through his church. He enjoys traveling and gardening with my wife, Jan. Joe is an avid reader and wants to work to make St. Louis a stronger community. He is also passionate about University of Illinois basketball.