Commentary Mortgage Tax Reform - Digital

ABOUT THE AUTHOR

ANDY HOFFMAN, CFP ® Private Client Advisor

Andy is a private client advisor for Commerce Trust Company. He serves as a consultant and relationship manager providing clients with personalized objective advice and oversight across all of our services, including trust administration, financial advisory services, private banking, and investment management. Andy facilitates all aspects of relationship management for the client team, including administering complex trusts, maintaining client communication, and coordinating with internal and external partners to deliver a superior client experience. He joined Commerce in 2016 with ten years of industry experience. Andy received his bachelor of science degree in finance/ economics and MBA with a concentration in finance from Rockhurst University. He has achieved the designation of CERTIFIED FINANCIAL PLANNER ™ . Andy is a member of St. Ambrose Catholic Church and the Crusaders Club at St. Ambrose.

Wealth | Investments | Planning Commerce Trust Company 1-855-295-7821 | commercetrustcompany.com NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE

Commerce Trust Company is a division of Commerce Bank.

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