Our People
Personal trust administration
With over 18 years of experience in the financial service industry, Jeremy joined Midwest Trust in 2024 as a Trust Officer. In this role, he administers trust, investment and retirement accounts as well as providing insight into fiduciary matters, wealth preservation and estate planning.
Prior to joining Midwest Trust, Jeremy was a Senior Trust Officer with the Bank of America Private Bank (formerly U.S. Trust). He also completed internships with National City Bank’s Allegiant Asset Management Group in Cleveland, Ohio and the Bank of America Private Bank in Los Angeles, California.
BBA in Trust Administration with Minor in Financial Planning, Campbell University
MBA, with a Concentration in Finance, Campbell University
Certified Trust & Fiduciary Advisor (CTFA)
Seattle Estate Planning Council, Member
Bellevue Chapter of Ducks Unlimited, Board Member
