Expertise

Personal and institutional trust administration, trust operations and trust investment guidance

Experience

Prior to joining Midwest Trust, joined Investors Independent Trust Company in 2009

Previously, manager of the trust department for Valley Bank and Trust after working for 15 years at UMB Bank in Kansas City and Denver

Over 30 years of experience in the trust services industry

Education

Certified Trust and Fiduciary Advisor (CTFA)

BS, Southern Nazarene University

Para Financial Planner

ABA National Trust School

ABA Graduate Trust School

Professional / Civic Affiliations

Boulder County Estate Planning Council, Member