Expertise

Specializes in personal and philanthropic fiduciary services

Experience

Alma is a highly experienced fiduciary executive with over 20 years of leadership in the trust and estate industry. She serves as a dynamic change agent, instrumental in expanding business capabilities across diverse markets and enhancing solution offerings to meet evolving client needs.

Joining Midwest Trust in 2026, Alma brings a deep expertise across personal and philanthropic fiduciary services. Her proven track record overseeing complex solutions, estate settlement, specialty wealth and trust administration includes a strong commitment to delivering comprehensive and client-centric solutions.

Education

BS, University of La Verne

MBA, University of La Verne

Certified Trust & Fiduciary Advisor (CTFA)

Professional / Civic Affiliations

Huntington Library, Art Museum and Botanical Gardens, Board of Governors Member

Spearman Foundation, Board Member

Goodwin Family Foundation, Board Member