Our People

Our trust administrators have an average of 25 years of experience in investment planning and fiduciary services. We help you invest for today – and your family’s tomorrow.

We are your partners. Everyone at Midwest Trust is committed to providing you with the highest quality fiduciary services.

• Bradley Bergman

  Chief Executive Officer, Chairman of the Board

• David Yost

  President, Trust Officer

Kansas

• Albert Allen

  Trust Officer

• Darmini Angelo

  Senior Vice President, Trust Officer

• Brad Beets, AIF^®

  Senior Vice President, Trust Officer

• Shellie Billau

  Vice President, Trust Officer

• Nick Bracco

  Vice President, Trust Officer, Wealth Planning Executive

• Riley Buckler

  Trust Officer

• Llana Caray, CTFA

  Senior Vice President, Trust Officer

• Kurt Clausing

  Senior Vice President, Trust Officer

• Carrie DeMaria

  Vice President, Trust Officer

• Suzanne Dougherty, CFP^®

  Trust Officer

• Rick Ellis

  Senior Vice President, Trust Officer

• Karen Gibbin

  Trust Officer

• David Goodman

  Director of Wealth Services

• Patricia Grothoff

  Senior Vice President, Trust Officer

• Phil Heffley, CFP^®

  Senior Vice President, Senior Wealth Strategist

• Brenda High

  Assistant Vice President

• Carrie Holler, CTFA

  Trust Officer

• Janeen K. Hughes, CTFA

  Senior Vice President, Trust Officer

• Carrie Jones

  Vice President, Trust Officer

• Nichole Kennedy

  Vice President, Trust Officer

• Allegra Kincaid

  Vice President, Trust Officer

• H. Elvin Knight, Jr.

  Managing Director, Wealth and Family Office

• Jordan Koenig

  Vice President, Trust Officer

• Chris Kuckelman

  Trust Officer

• Maureen Lester

  Vice President, Trust Officer

• Heather Marshall, CTFA

  Vice President, Trust Officer

• Patricia McMahan, CTFA

  Vice President, Trust Officer

• Tim Mesecher

  Senior Vice President, Trust Officer

• Chuck Mikkelsen

  Senior Vice President, Trust Officer

• Kendal E. Nelson, CTFA

  Senior Vice President, Trust Officer

• James O’Sullivan

  Managing Director

• Carl C. Radom

  Managing Director, Planning Strategies & Associate General Counsel

• Wade Schilling

  Trust Officer

• Tammy Strutton

  Vice President, Trust Officer

• Scott Webb

  Vice President, Trust Officer

• Walter Wieman, CTFA

  Vice President, Trust Officer

• Colorado

• Missouri

• • M. Elizabeth Brandt, CTFA

    Vice President, Trust Officer

  • Wade Brantley

    Vice President, Investment Strategist

  • Stacia Gordon

    Vice President, Trust Officer

  • David Groe, CFP^®, CTFA

    Senior Vice President, Trust Officer, Managing Director, Colorado Springs

  • Herbert McPherson

    Managing Director, Executive Vice President

  • Tina Ressler, CTFA

    Vice President, Trust Officer

  • Daniel Rich, AEP^®

    Senior Vice President, Managing Director, Denver

  • Janice Smith, CTFA

    Senior Vice President, Trust Officer

• • Rick Blume CFP^®, CTFA

    Senior Vice President, Trust Officer

  • Martha C. Brown

    Managing Director

  • Andrew Browne, CFP^®, CTFA

    Executive Vice President, Trust Officer

  • Pamela Buchanan

    Trust Officer

  • T. Jack Challis

    Managing Director, Estate Planning Strategies

  • Monique Garris-Bingham, CTFA

    Senior Vice President, Trust Officer

  • Tracie Goffe

    Vice President, Trust Officer

  • Daniel Lang

    Vice President

  • Debbie Medley

    Senior Vice President, Trust Officer

  • Garth Silvey, CTFA

    Senior Vice President, Trust Officer

• Nebraska

• Ohio




• • Amy Chesnut

    Senior Vice President, Trust Officer

• • Richard Howenstine, II, CTFA

    Vice President, Trust Officer

  • Jon Lucas

    Vice President, Senior Relationship Manager

  • Robert Morrison, Jr.

    Managing Director

  • Matt Tolbert

    Vice President, Trust Officer

  • James N. Trifelos

    Vice President, Senior Trust Officer

  • Megan Warman

    Vice President, Trust Officer

• Tennessee

• Washington




• • Mike Orr

    Vice President, Managing Director

• • Brett Bryant, CFP^®, CTFA

    Managing Director

  • B. Edward Duvall, CTFA

    Senior Vice President, Personal Trust Administrator

  • Sherri Falkner

    Assistant Trust Officer

  • Brent Reys

    President, Midwest Trust Family Office

  • Lia White

    Director – Family Office Administration, Midwest Trust Family Office Services