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wealthadvisers By Blaise Hart-Schmidt
John Handy COO & President Private Client Services The Commerce Trust Company 8000 Forsyth Blvd., 746-7236, commercetrustcompany.com Prior to joining Commerce in 1999, Handy was COO and a director of TIAA-CREF Trust Co. He also spent 10 years with NationsBank. He holds the CFSC designation from the ABA Graduate Trust School of Northwestern University, as well as a Series 65 Registered Investment Adviser’s license.
Richard Kraner, JD, CPA, CFP, CIMA Senior Member, Tax & Business Services, Stone Carlie Wealth Advisors Stone Carlie & Company LLC 101 South Hanley Road, Suite 800, 889-1100, stonecarlie.com Kraner coordinates services to highnet-worth individuals by providing investment advisory services, as well as wealth-transition planning, income-tax planning/compliance, and retirement planning. He possesses 30-plus years of experience and an in-depth knowledge of tax and wealth advisory services.
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Guy Hockerman, CPA, CFP VP & Senior Financial Planner The Commerce Trust Company 8000 Forsyth Blvd., 746-7333, commercetrustcompany.com Guy Hockerman’s goal is to provide objective, high-quality financial planning advice. He has worked for banking and accounting institutions as a financial planner and tax adviser. Hockerman earned a B.A. from Wheaton College and has served as a faculty member for the American Banking Association National School Trust.
David Krauss Family Office Managing Director The Commerce Trust Company 8000 Forsyth Blvd., 746-7266, commercetrustcompany.com Krauss is managing director of Commerce Family Office, which provides customized financial planning and lifestyle management services to families holding significant wealth. Prior to joining Commerce in 2011, Krauss provided similar highly specialized services as a tax attorney for 35 years. He earned a J.D. from Georgetown University and an undergraduate degree in economics from Washington University.
November 22, 2013 {LadueNews.com}
Jeffrey Jacoby Senior VP & Director of Business Development The Commerce Trust Company 8000 Forsyth Blvd., 746-7438, commercetrustcompany.com
Hannah Kramper Client Serving Associate, Stone Carlie Wealth Advisors Stone Carlie & Company LLC 101 South Hanley Road, Suite 800, 889-1100, stonecarlie.com
Jacoby and his adviser team deliver comprehensive wealth management solutions to clients and prospects. Jacoby earned his B.S. in business administration and his MBA from the University of Missouri; his J.D. is from the Saint Louis University School of Law.
Since 2004, Kramper has served as a client-serving associate. As an integral part of the team, she is involved in all operational functions, from assisting in the preparation of client performance reports to coordinating all account paperwork, account transfers and other account maintenance activities.
Kelli Lewis, CPA, AEP, AM Principal, Tax & Business Services, Trusts & Estates Stone Carlie & Company LLC 101 South Hanley Road., Suite 800, 889-1100, stonecarlie.com
Lenise Major, CPA Manager, Tax & Business Services Stone Carlie & Company LLC 101 South Hanley Road, Suite 800, 889-1100, stonecarlie.com
Lewis’ trusts, estate and gift planning, retirement planning and wealth-transition planning expertise draws upon her 25-plus years of experience and credentials such as Accredited Estate Planner and Accredited Member of the American Society of Appraisers. Further, she serves as president of the Estate Planning Council of St. Louis.
Major oversees client affairs and manages the applications of tax planning for high-net-worth individuals and their families. She specializes in trust, estate, gift, individual, and investment partnership taxation and planning and uses her experience to assist clients throughout the estateplanning process, from document review to tax compliance.