Administration of personal trusts, estates, IRAs and investment accounts
Tina joined Midwest Trust with over 20 years of experience in trusts and estates. Prior to joining Midwest Trust, she worked at Wells Fargo Bank and U.S. Bank to assist clients with implementing and administering their estate plans.
CFA Institute Investment Foundations Certificate
Certified Trust & Fiduciary Advisor (CTFA)
Graduate, Cannon Trust School I, II & III
Paralegal Certificate, University of Denver
Estate Planning Council of Colorado Springs, Member
El Paso County Bar Association, Probate Section, Associate Member