Personal trust, custody, investment agency and IRA administration. Institutional trust administration includes working with governmental entities and non-profits.
Over 30 years of industry experience.
Prior to joining Midwest Trust, served personal and institutional trust clients for 12 years at Colorado State Bank and Trust, and 19 years working with Wells Fargo and its predecessors in Boulder and Denver, Colorado.
BA in Political Science with an emphasis in Public Administration, University of Colorado Boulder
Boulder County Estate Planning Council, Member
Denver Estate Planning Council, Member
Canon Trust School Graduate for Administration/Fiduciary I and II