Expertise

Specializes in personal trust administration, fiduciary taxation, real estate management and transfer tax minimization

Experience

Joined Midwest Trust in 1998, after serving as vice president in the trust departments of NationsBank and Commerce Bank as a customer service representative with Kansas City Life Insurance Company

Education

BS, Business Administration, University of Colorado

MBA, University of Missouri – Kansas City

Professional / Civic Affiliations

Planned Gift Council of Children’s Mercy Hospital, Board Member

Estate Planning Society of Kansas City, Member