Expertise

Trust administration specializing in employee benefits and IRA administration

Experience

Joined Midwest Trust in 2000 with nearly 30 years’ experience

Previously, he served in officer roles in the employee benefit trust administration departments of UMB Bank, n.a., Mercantile Bank and as a pension administrator for First Trust of MidAmerica

Began his career in retirement planning as a record keeper, which, along with his experience in accounting and trusts, has given him the experience, thoroughness and technical understanding to handle complex plan administration

Education

BS in Business Administration, University of Kansas

Accredited Investment Fiduciary^®, AIF^®

Professional / Civic Affiliations

Village Presbyterian Church, Elder, Trustee and Deacon

Village Presbyterian Church Endowment Trust, Board Member

Salvation Army, Advisory Board Member

Ozanam Guild, Treasurer

United Way of Greater Kansas City, Small Business Ambassador

Earnst & Whinney Accounting Honors Recipient