Expertise

Personal trust and estate administration

Experience

With over 25 years of experience in the financial service industry, Josh joined Midwest Trust in 2025. Prior to joining, he served at UMB Bank as a manager of trust administration, senior trust advisor, assistant manager of the IRA department, employee benefits counsel and was a 401(k) administrator. Josh has worked closely with high-net worth clients to help them achieve their financial goals.

Education

BS in Journalism, University of Kansas

JD, Washburn University School of Law

Certified Trust & Fiduciary Advisor (CTFA)

Certified Employee Benefit Specialist (CEBS)®

Professional / Civic Affiliations

Kansas Bar, Member

Kansas City Estate Planning Society, Member