TulsaPeople July 2017

Page 85

Chris Hamm, George Foldesy, and Ben Herrig

the face of

WEALTH MANAGEMENT

COMMERCE TRUST COMPANY Since 1906, Commerce Trust Company, a division of Commerce Bank, has been the leading provider of investment management, financial planning, trust and private banking services. With Commerce Trust Company, clients feel confident and secure about their family’s future. A customized investment portfolio starts with a conversation about the client’s goals and follows with objective advice and recommendations suited to their family’s needs. “We take a full-service approach to wealth management

and simplify their complex financial life,” says Ben Herrig, Senior Vice President. “Our proactive team takes the time to understand each client’s personal and financial goals. We develop a customized plan specific to their wealth management needs and work with them to ensure success.” Today, Commerce Trust Company administers more than $45 billion, and serves clients in all 50 states and 25 countries. Commerce Trust Company offers a comprehensive approach to wealth management, a dedicated team of specialists and a strong fiduciary relationship with its clients.

5314 S. Yale Ave., Suite 606 | 918-879-2226 | commercetrustcompany.com


Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.