Expertise

Specializes in personal trust and IRA administration

Experience

Joined Midwest Trust Company in 1999, following 12 years as a senior vice president at Bank of America and two years as a trust officer with Security Bank

Education

BS in Business Administration, University of Kansas

CERTIFIED FINANCIAL PLANNER™ (CFP®) certification

Certified Trust & Fiduciary Advisor (CTFA)

Graduate with honors from the ABA National Graduate Trust School

Professional / Civic Affiliations

Estate Planning Society of Kansas City, Member

Volunteer Center of Johnson County, Former Board Member

Leukemia Society, Former Golf Committee Member

Heart Association of Kansas City, Former Golf Committee Member