Expertise

Personal trust, estate and IRA administration

Experience

Prior to joining Midwest Trust, Beth’s trust career began in 1996 as a senior legal assistant with Merrill Lynch where she worked on trust related matters until 2001. Beth joined Investors Independent Trust Company as trust administrative assistant in 2002, promoted to trust officer in 2012 and vice president in 2014.

Education

Certified Trust and Financial Advisor (CTFA)

Honor Graduate, Cannon Trust School I, II & III

Professional / Civic Affiliations

Boulder County Estate Planning Council, Member and Director