Expertise

Personal trust administration, senior life management, financial coaching and trust administration

Experience

Kat joined Midwest Trust in 2023 with over 10 years of experience in private wealth management. She is able to assist with personal trust administration, generational wealth planning, senior life management, and trust and estate settlement.

Education

JD, Vermont Law and Graduate School

BS in Criminal Justice, Champlain College

Professional / Civic Affiliations

Board of Bar Examiners Commonwealth of Massachusetts, Admission

CU Leadership Program, Mentor