Our People
Personal trust administration, specializing in working with families on legacy and generational planning
With over 25 years of experience in the financial service industry, Lani joined Midwest Trust in 2024. She has spent most of her career working with families to develop and implement sophisticated trust and estate planning strategies. Prior to joining Midwest Trust, Lani spent the previous 13 years with a national bank managing accounts for high-net-worth families and individuals, with a focus on special needs trust administration. She is highly skilled in personal trust administration and generational wealth planning, as well as managing complex family dynamics.
Lani has also worked on a national scale alongside financial advisors and centers of influences to introduce their clients to a complimentary suite of services including personal trust and estate services, charitable trust services and trust and estate settlement.
BSBA, Central Washington University
CERTIFIED FINANCIAL PLANNER® (CFP®) certification
