Elizabeth is a financial planner with Commerce Trust. She is a member of
the financial advisory services team, a dedicated financial planning
practice within Commerce Trust that provides objective financial advice
to clients. Following a thorough assessment of a client’s unique situation
and thoughts regarding wealth, Elizabeth develops holistic and
coordinated plans to help clients meet their short-term and long-term
goals as well as take full advantage of various planning, tax, and
investment strategies along the way.
Elizabeth joined Commerce Trust in 2013. She previously worked as
private client associate at Commerce Trust Company. Elizabeth received
her Bachelor of Science in public relations from Missouri State University
and has earned her CERTIFIED FINANCIAL PLANNER™ designation.
Feature Article
Estate Tax Planning
Prepare for the potential sunset of the federal estate and gift tax exemption with estate planning services from the Private Wealth Management team at Commerce Trust.
