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You. Plus a family. Minus college debt. Minus a mortgage. Plus retirement. Plus downsizing your home. Divided by estate planning. Equals... a whole lot of numbers to process.

There may not be a master equation for how to get through life, but you can come pretty close when relying on these savvy financial experts. Whether you seek security, investment opportunities or are planning for your family — whatever life throws your way — these are the people who can help make sure your financial future shines brilliantly.


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Dana Abraham

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Patrick Akins

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Glenn Barks

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Andrew Bouquet

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Kristin Brown

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Kelly Clark

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Paula Curtit

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Bradley Dieck

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Martin Doerr

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Mark Fischer

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Morgan Fox

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Starlette Geisz

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Braden Givens

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Zach Han

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Sara Kelly Harris

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David Heilich

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Pat Held

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Darla Hemmann

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Ann Holtshouser

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Joel Itzi

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Carrie Kerley

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Kyle Marra

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K.C. Mathews

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Brad McLaury

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Liz Moisio

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Constance Moore

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Ken Poteet

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Sanford Scott

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Taylor Sibley

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Patricia Steinbach

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Lauren Turner

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Jennifer Twohy

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Deborah Vandeven

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Robert Whitney Jr.

Dana Abraham, president of Personal Banking

UMB

1010 Grand Blvd., Kansas City, 816-860-1040, umb.com

“When looking toward the golden years, people should be excited about living their best retirement,” says Dana Abraham, president of Personal Banking. “While growing healthcare costs should be carefully planned and managed, it does not need to be an additional burden, if individuals properly plan and seek professional advice.”


Patrick Akins, CFP, advisor

Moneta

314-244-3531, monetagroup.com

Patrick Akins excels at strategic planning and assisting clients with meeting their long-term goals. Prior to Moneta, he worked at Stifel Nicolaus in New York. His experience is a tremendous asset to the team. His MBA is from the Olin School of Business at Washington University, with an emphasis in finance and investments.


Glenn Barks, president & CEO

First Community Credit Union

17151 Chesterfield Airport Road, 636-537-4400, firstcommunity.com

President and CEO Glenn Barks boasts more than 40 years of experience in the financial services industry and has grown First Community Credit Union to $2.5 billion in assets. He continues to expand the branch network, which now exceeds 40 locations in Missouri and Illinois, and partners with retail giant Walmart in 17 stores.


Andrew Bouquet, J.D., CFP, advisor

Moneta

314-244-3435, monetagroup.com

Andrew Bouquet assists clients through a variety of financial challenges, including: cash management, retirement planning, charitable giving strategies, tax planning, employee stock options and estate planning. He joined Moneta in the fall of 2015, after receiving his J.D. from Saint Louis University School of Law and passing the Missouri Bar Exam.


Kristin Brown, CFP, advisor

Moneta

314-244-3355, monetagroup.com

Kristin Brown’s almost 15 years of experience at Moneta brings a wealth of knowledge into each client relationship. Brown makes a point to connect with clients as people, instead of as numbers or portfolios. She strives to build strong client relationships and to anticipate their financial needs in a proactive manner.


Kelly Clark, financial advisor

Edward Jones

13088 Tesson Ferry Road, 314-849-6790, edwardjones.com/kelly-clark

“There’s nothing more important to me than understanding what’s important to you,” says financial advisor Kelly Clark. “Only then can I use our established process to help build personalized strategies to achieve your goals. We will partner together, revisiting your goals and risk tolerance throughout your life to keep you on track.”


Paula Curtit, CTFA, senior VP & private client advisor

Commerce Trust Company

8000 Forsyth Blvd., 314-746-3760, commercetrustcompany.com

As a senior consultant and relationship manager, Paula Curtit provides clients with personalized, objective advice and oversight across all services, including trust administration, financial advising, private banking and investment management. She facilitates all aspects of relationship management for the client team, such as administering complex trusts, maintaining client communication and coordinating with internal and external partners.


Bradley Dieck, CFP, senior VP & portfolio manager

Commerce Trust Company

8000 Forsyth Blvd., 314-746-3863, commercetrustcompany.com

Senior VP and portfolio manager Bradley Dieck specializes in the management of investment portfolios for high-net-worth clients and private foundations. He develops a thorough understanding of each client’s needs, after assessing their financial situation, and works with the company’s investment research team to construct a portfolio that achieves the client’s long-term goals.


Martin Doerr, CPA, partner-in-charge, Tax Services and Private Client Services Group

Brown Smith Wallace

6 CityPlace Drive, Suite 900, 314-983-1350, brownsmithwallace.com

Partner-in-charge Martin Doerr is responsible for client service and technical oversight of the tax practice, plus new tax developments. Doerr previously served as SVP of Tax at The May Department Stores Company and led the Arthur Andersen national retail practice, giving him ample experience in how to best serve his clients.


Mark Fischer, MBA, client service manager

Moneta

314-244-3352, monetagroup.com

Mark Fischer is a tenured client service manager and strong team leader. He works directly with clients on managing account details. His expertise in tax-loss harvesting and balancing client accounts is highly valuable. His MBA is from Webster University. Fischer is a Certified Financial Planner candidate.


Morgan Fox, client service manager

Moneta

314-244-3242, monetagroup.com

Morgan Fox facilitates client transactions while ensuring accuracy, which makes her a pivotal part of the Moneta team. She stays dedicated to putting clients’ needs first. Fox attained her bachelor’s degree in business administration, with an emphasis in finance, banking and real estate, from the University of Missouri-Columbia.


Starlette Geisz, CB, client service manager

Moneta

314-244-3437, monetagroup.com

Starlette Geisz’s excellent customer service skills, and experienced personal bill pay and expense tracking for clients are huge assets to her client team. She earned her bachelor’s degree in mass communication from Anderson University and is currently working on a master’s of science in accounting. She also holds a Certified Bookkeeper (CB) designation.


Braden Givens, client service manager

Moneta

314-244-3386, monetagroup.com

Braden Givens is an integral component of his team, serving clients with a level of care that surpasses even the highest of expectations. He joined Moneta after attaining a personal financial planning degree from Texas Tech University, where he served on the executive board of The National Association of Personal Financial Advisors.


Zach Han, CFP, advisor

Moneta

314-244-3271, monetagroup.com

Zach Han has been at Moneta his entire career and has worked in every role and function on the team. Today, he advises some of the team’s largest clients and is the “go-to” guy for team members. Han earned his bachelor’s degree in business administration and finance from Saint Louis University.


Sara Kelly Harris, VP, trust advisor senior

UMB

1010 Grand Blvd., Kansas City, 816-860-7142, umb.com

“Collectors can amass items that not only bring personal enjoyment, but also may increase significantly in value over time,” says VP and trust advisor senior Sara Kelly Harris. “Whether it’s fine artwork, collectibles, memorabilia or rare objects, these need to be regarded as important assets and a component of a comprehensive estate plan.”


David Heilich, CPA, AEP, partner, Tax Services and Private Client Services Group

Brown Smith Wallace

6 CityPlace Drive, Suite 900, 314-983-1273, brownsmithwallace.com

David Heilich offers 25-plus years of experience in estate planning; family business consulting; succession planning; estate, gift and trust compliance; and advanced planning. An Accredited Estate Planner, Heilich provides tax and wealth management services to families, individuals, businesses and executives. He also serves on the board of the Estate Planning Council of St. Louis.


Heise Advisory Group

12444 Powerscourt Drive, Suite 235, 314-909-1116, heiseadvisorygroup.com

Make your future work for you. Create a retirement plan that centers on the needs of you and your family with the experienced financial professionals at Heise Advisory Group. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Heise Advisory Group are not affiliated companies. (AW04182488.)


Pat Held, senior VP & private banking relationship manager

Commerce Trust Company

8000 Forsyth Blvd., 314-746-7366, commercetrustcompany.com

Pat Held and her dedicated support staff are responsible for ensuring each client’s experience exceeds expectations. She holds specific responsibilities, including management of clients’ day-to-day banking, cash management and credit needs. Held assists clients with navigating the wide array of Commerce Trust Company financial services to find the best solutions that fit their circumstances.


Darla Hemmann, CPA, partner, Tax Services and Private Client Services Group

Brown Smith Wallace

6 CityPlace Drive, Suite 900, 314-983-1203, brownsmithwallace.com

With 25-plus years of public accounting experience, Darla Hemmann has worked with privately owned businesses, executives and high-net-worth families and individuals. As a tax planning specialist, she assists clients in minimizing their tax obligations and maximizing their assets, while helping them to understand their current and future tax positions.


Ann Holtshouser, CPA, partner, Tax Services and Private Client Services Group

Brown Smith Wallace

6 CityPlace Drive, Suite 900, 314-983-1277, brownsmithwallace.com

With 25-plus years of experience, Ann Holtshouser advises clients on tax issues relating to family wealth planning and privately owned businesses, including real estate management, insurance sales and professional services. Her areas of expertise include individual, partnership, estate, gift and trust compliance; estate and personal financial planning; consulting; and state tax credit cost certifications.


Joel Itzi, CPA, MST, manager, Tax Services and Private Client Services Group

Brown Smith Wallace

6 CityPlace Drive, Suite 900, 314-983-1262, brownsmithwallace.com

As manager of the Tax Services and Private Client Services Group, Joel Itzi specializes in developing tax, trust, estate and gift planning, and compliance strategies for high-net-worth individuals and families. In addition, he supervises and reviews individual and fiduciary tax planning and compliance engagements.


Carrie Kerley, AVP of Business Services

First Community Credit Union

17151 Chesterfield Airport Road, 636-537-4426, firstcommunity.com

Carrie Kerley brings 26 years of experience to her role as a commercial lender. She assists small business owners by assessing their borrowing needs and working with them to find the right loan to grow their business. Kerley specializes in commercial vehicle, equipment and real estate loans.


Kyle Marra, client service manager

Moneta

314-244-3044, monetagroup.com

Both motivated and diligent, Kyle Marra thrives at providing clients with seamless, comprehensive service. He enjoys solving complex problems and finds the most multi-faceted situations to be rewarding. His tenacious follow-through ensures clients he has accounted for all the details. Prior to Moneta, Marra attained his degree in business and finance from Kansas State University.


K.C. Mathews, EVP, chief investment officer

UMB

101 Grand Blvd., Kansas City, 816-860-7347, umb.com

“As the economy gains momentum, it tends to overheat, causing inflation,” describes EVP and chief investment officer K.C. Mathews. “The Federal Reserve combats this by removing monetary stimulus through increasing interest rates. This controls inflation and, historically, ends the expansion, completing the cycle and usually pushing the economy back into recession or bust times.”


Brad McLaury, VP & commercial loan officer

Midwest Regional Bank

135 N. Meramec Ave., 314-338-7912, mwrbank.com

Brad McLaury is a VP and commercial loan officer who is dedicated to helping clients achieve their financial goals through financing commercial real estate investments, C&I lending and utilizing small business administration loan options. McLaury’s office resides in Midwest Regional Bank’s new Clayton banking center.


Liz Moisio, J.D., MBA, VP & wealth management advisor

Central Trust Company

7707 Forsyth Blvd., 314-219-0405, centraltrust.net

Liz Moisio’s expertise is in estate planning for high-net-worth clients with significant real estate holdings. This includes: drafting, negotiating, financing, interpreting, and providing legal counsel and due diligence review for matters related to the estate, trust administration, real estate acquisitions and holdings, and crossover issues, such as entity structure and tax planning.


Constance Moore, MA, CSA, CDP, CMC, client care specialist

Commerce Trust Company

8000 Forsyth Blvd., 314-746-8755, commercetrustcompany.com

Constance Moore provides personalized service and attention to clients as they navigate the situations, family dynamics and decisions that accompany key life stages. Certified as a senior advisor, dementia practitioner and advanced professional care manager, she specializes in elderly care advisory services, including long-term care facilities, home healthcare services, crisis management and liaison services.


Ken Poteet, founder, chairman & CEO

M1 Bank

112 S. Hanley, Suite 120, 314-721-2265, m1bank.net

The founder of M1 Bank, Ken Poteet’s expertise is highlighted by the unprecedented success of building and branding financial institutions through the classification as a “de novo” or charter bank. His specialty lies in utilizing the alternative energy tax credit and low-to-moderate income housing tax credit on a national scale.


Sanford Scott, area president

Midwest Regional Bank

135 N. Meramec Ave., 314-338-7912, mwrbank.com

Midwest Regional Bank’s area president, Sanford Scott, has 35 years of local banking experience. He specializes in small-to-medium size business clients, with an emphasis on commercial real estate finance. At the Clayton banking center, clients have access to a central location for quick and convenient solutions to serve their financing needs.


Taylor Sibley, client service administrator

Moneta

314-735-9066, monetagroup.com

Taylor Sibley’s positive approach energizes her team. She is incredibly passionate about, and highly committed to, keeping her team on track to deliver Moneta’s hallmark exceptional client service.


Patricia Steinbach, VP & wealth management consultant

Commerce Trust Company

8000 Forsyth Blvd., 314-746-3820, commercetrustcompany.com

As a VP and wealth management consultant, Patricia Steinbach facilitates the introduction of prospective clients to a comprehensive service team, comprised of private banking, investment management, trust administration and financial planning. She provides an integrated and seamless client experience to ensure their long-term goals and objectives are met.


Lauren Turner, client service manager

Moneta

monetagroup.com

Lauren Turner joins Moneta as a key member of the team, bringing a depth and breadth of skill to serve clients both effectively and efficiently. Clients call her first to follow through and provide the highest level of service and client satisfaction. Turner is a Certified Financial Planner candidate.


Jennifer Twohy, client service administrator

Moneta

314-244-3434, monetagroup.com

Jennifer Twohy is highly focused on mastering the important details that are imperative to an exceptional client experience. Her diverse skill sets deliver a concierge service that clients value greatly and grow to rely upon.


Deborah Vandeven, CPA, CVA, principal, Tax Services and Private Client Services Group

Brown Smith Wallace

6 CityPlace Drive, Suite 900, 314-983-1386, brownsmithwallace.com

As a principal in the Tax Services and Private Client Services Group, Deborah Vandeven oversees the tax planning and consulting services for many of the firm’s high-net-worth individual and business clients. Previously, she worked for PwC and as the director of Tax for The May Department Stores Company.


Robert Whitney Jr., MBA, CFP, VP & senior financial planner

Commerce Trust Company

8000 Forsyth Blvd., 314-746-3233, commercetrustcompany.com

As a member of the dedicated financial planning team, Robert Whitney Jr. provides objective financial advice to clients. After assessing each client’s unique situation and thoughts regarding wealth, he develops a holistic and coordinated plan to meet their short and long-term goals, while assisting them in taking advantage of planning, tax and investment strategies.

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