Guy is a financial planner manager for Commerce Trust Company. He 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, Guy 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. With more than 20 years of financial planning experience, he is responsible for providing quality advice to clients and prospects of Commerce Trust. Holding both Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ designations, Guy’s extensive experience in financial planning includes working for banking and accounting institutions as a financial planner and tax advisor. His expertise includes planning for financial independence, executive compensation, estate preservation, philanthropy, and business succession. Guy received his Bachelor of Administration in business and economics from Wheaton College. Guy is a member of several organizations, including the Financial Planning Association and the American Institute of Certified Public Accountants. Guy speaks and writes regularly on financial issues and has served as a faculty member for ABA National Graduate Trust School. Guy serves as a board member at Riverside Church in Webster Groves. Additionally, he is a K-1st grade Sunday school teacher and men's ministry leader at church. Guy enjoys spending time outside running, hiking and fishing.
Money problems impact our lives everyday — some through no fault of our own. Perhaps you were a victim of identity theft, which put all your private information and financial accounts at risk. Maybe you mailed your mortgage payment, and it never reached your lender. What about the time you were carrying a large amount of cash and your purse or wallet was stolen?
