Expertise

Administration of personal trusts, estates, IRAs and investment accounts

Experience

Tina has over 25 years of experience in trusts and estates. Prior to joining Midwest Trust, she worked at Wells Fargo Private Bank and U.S. Bank Private Client Group to assist clients with implementing and administering their estate plans.

Education

CFA Institute Investment Foundations Certificate

Certified Trust & Fiduciary Advisor (CTFA)

Graduate, Cannon Trust School I, II & III

Paralegal Certificate, University of Denver

Professional / Civic Affiliations

Estate Planning Council of Colorado Springs, Member

El Paso County Bar Association, Probate Section, Associate Member