Our People

Assisting you with your financial goals is a privilege. At Midwest Trust, it’s an honor we take seriously.

David Groe, CFP, CTFA Trust Officer

Expertise

Personal trust & estate administration and financial planning


Experience

Over 20 years of trust experience. Prior to joining Midwest Trust, David was a market executive & manager of a trust department in Colorado Springs.


Education

BS in Business Administration – Colorado State University
MS in Business Administration / Finance Concentration – Colorado State University
Graduate, Cannon Trust School I, II & III
Graduate, College For Financial Planning
CERTIFIED FINANCIAL PLANNER (CFP)™ CERTIFICATION
Certified Trust & Financial Advisor (CTFA)


Professional / Civic Affiliations

Estate Planning Council of Colorado Springs, Board of Trustees, vice president American Bankers Association, member Energy Resource Center, Board of Directors, former president



Our People