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

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

Cannon Trust School I, II & III, Graduate

College For Financial Planning, Graduate

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



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