Our People
Personal trust administration and strategic planning
Joe joined Midwest Trust in 2026 with more than 40 years of experience in trust administration and strategic planning. His career includes 27 years in financial services and 13 years in public accounting, where he developed extensive expertise in tax, trust, and estate planning strategies.
Known for his proactive, client-focused approach, Joe helps clients navigate complex planning needs with practical, tailored solutions. Prior to joining Midwest Trust, he served for 10 years as senior vice president and trust administrator at Country Club Trust Company.
BA in Accounting, Business and Economics, Hendrix College
Certified Public Accountant (CPA)
Estate Planning Society of Kansas City, Member
Missouri Society of Certified Public Accountants, Member
