Expertise

Trust and estate planning, investment management and IRA account administration

Experience

Dan has over 35 years of trust and estate experience. Prior to joining Midwest Trust in 2019 he established and managed two trust departments at The Bank of Cherry Creek (now ANB Bank) and Steele Street Bank & Trust (now MidFirst Bank).

Education

BA, University of Colorado

MBA, University of Colorado

JD, University of Denver School of Law

Professional / Civic Affiliations

Denver Estate Planning Council, Member, Past President

Rocky Mountain Estate Planning Council, Member

Accredited Estate Planner (AEP)™ Designation

National Jewish Health Development, Board Member