Expertise

Investment guidance and client relations

Experience

Prior to joining Midwest Trust, Wade joined Investors Independent Trust Company in 2014.

He has over 25 years’ experience in investment guidance, both in the public and private sectors, at Wells Fargo and U.S. Bank. Prior to that, he spent six years at the office of City Manager for Boulder.

Education

MPA, with honors, emphasis Finance, Drake University

BA, University of Northern Colorado

Professional / Civic Affiliations

Boulder County Estate Planning Council, Member