Expertise

Trust management

Experience

Prior to joining Midwest Trust he founded Investors Independent Trust Company (IITC) and served as chief executive officer and chairman for 20 years.

Herb gained experience in trust operation and management strategies developed during his 20-year tenure at SEI, prior to forming IITC.

Education

BS in Business Administration, University of Illinois

MBA, Pepperdine University

Cannon Financial Institute

Professional / Civic Affiliations

Boulder County Estate Planning Council, Member, Past Board Member, Past President and AXLEY-BAUGH Distinguished Service Award Recipient

Association of Colorado Trust Companies, Past Board Member, Past President

Association of Independent Trust Companies, Member, Past Board Member, Past President

Niwot High School Education Foundation, Past Board Member, Past Treasurer