Brian Vomund, CPA

Brian is a wealth management consultant for Commerce Trust. He facilitates the introduction of our prospective clients to a comprehensive service team which includes private banking, investment management, trust administration, and financial planning. Brian provides an integrated and seamless client experience as we partner with clients to meet their long-term goals and objectives. Prior to joining Commerce in 2006, Brian was an associate vice president in private client services, specializing in estate planning as well as IRA and retirement distribution planning. He is a Certified Public Accountant and Personal Financial Specialist. Brian earned his Bachelor of Science in business administration from Saint Louis University. Brian is a member of the Knights of Columbus and Moolah Shrine organizations and is a past president of the Missouri Society of CPAs on its Estate Planning Committee. In his spare time, Brian prefers to do anything outdoors with his family. Family vacations include activities such as hiking, white water rafting, horseback riding and snow skiing. Brian also enjoys hunting, playing sports and swimming.

Tax-Efficient Estate Planning Strategies

 
For high-net-worth individuals and families, maximizing what you have earned often requires taking steps to minimize your tax liability. Explore the insights  from the Private Wealth Management team at Commerce Trust to learn about different types of trusts and their tax benefits, tax-efficient ways to give gifts to family, and charitable giving strategies that may lower your tax liability.

 

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