Expertise

Personal trust, estate and retirement plan administration

Experience

Prior to joining Midwest Trust in 2022, Ed spent the previous 16 years with Columbia Trust Company (formerly West Coast Trust) as the Trust Administration and Market Manager for Portland, southwest Washington and the state of Idaho.

In addition, Ed served as the Retirement Plan Manager for AMG National Trust Bank in Englewood, Colorado for 6 years and 13 years as a Personal Trust and Retirement Plan Manager for Key Private Bank in Denver, Colorado and Key Trust Company of the Northwest in Seattle, Washington.

Education

Certified Trust & Fiduciary Advisor (CTFA)

Certified Retirement Services Professional (CRSP)

Certified Retirement Plan Professional (CRPP)

Certified IRA Services Professional (CISP)

Honors Graduate, Cannon Trust School

Graduate, Cannon Trust Employee Benefit School

BS in Business Administration, Central Washington University

Professional / Civic Affiliations

Southwest Washington Estate Planning Council, Board Member and Past President

Community Foundation for Southwest Washington, Professional Advisory Board

Oregon Bankers Association Trust Committee, Past Chairman

Greater Vancouver Chamber of Commerce, Past Board Member

Central Washington University Foundation, Past Board Member

Meadowood Christian School, Past President and Past Board Member