Janice Wolters, CPA

Janice leads the Private Wealth Advisory team in St. Louis. She believes that a truly comprehensive and tax-efficient approach is the key to long-term financial security and sound legacy planning. With over 15 years of bank experience, she offers a depth of skill and expertise in advisory services, investment strategies, trust administration and private banking solutions.

Janice has served numerous financial savvy and successful families as Wealth Advisor, previously with Enterprise Trust Company and U.S. Bank's Private Client Reserve in Clayton, MO. She draws from a strong foundation of tax and estate planning experience. Janice served for 13 years as a tax advisor with KPMG, specializing in all aspects of high net worth individual income taxation, estate, gift and trust planning and compliance. Her tenure at KPMG included eight years in the Personal Financial Planning group in St. Louis and over five years in the International Executive Services practice in Toronto. Janice became a Certified Public Accountant after receiving a B.S. in Business Administration, Accounting from Saint Louis University. She now offices in Creve Coeur, MO.