Expertise

Trust management, estate planning, investment and IRA account administration

Experience

Joined Midwest Trust with over 20 years’ experience in trusts and estates, including six years at Colorado State Bank & Trust and 15 years in private law practice

Education

BA, Northwestern University

MA, Washington University St. Louis

JD, University of Colorado School of Law

Professional / Civic Affiliations

University of Colorado Leeds School of Business: Estate Planning 2017-2019, Adjunct Lecturer

Boulder County Bar Association, Member and Past Director

Boulder County Estate Planning Council, Member

Colorado Bar Association, Trust and Estate Section, Member