Kevin Casteel, CFP® Trust Officer, Financial Planner

Kevin is a financial planner with The 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, Kevin 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. His areas of focus includes planning for financial independence, retirement, divorce, executive compensation, estate preservation, and business succession. Kevin joined Commerce Trust in 2015 after starting as a Commerce Bank Trainee/Credit Specialist in 2014. He previously worked at Edward Jones as a Financial Advisor Trainee. Kevin received his bachelor of science degree in business administration and finance from Southern Illinois University Edwardsville and has earned his CERTIFIED FINANCIAL PLANNER™ designation.

How to Approach Your Year-end Tax Review

It’s a fact of life: We have to pay taxes on our income. And no one — regardless of how much money we have — enjoys paying the IRS. That’s the primary reason we’re constantly searching for opportunities and financial strategies to help us manage, defer, and reduce our tax liabilities.