Expertise

Personal trust & estate administration and financial planning

Experience

Over 20 years of trust experience

Prior to joining Midwest Trust, David was a market executive & manager of a trust department in Colorado Springs

Education

BS in Business Administration – Colorado State University

MS in Business Administration / Finance Concentration – Colorado State University

Cannon Trust School I, II & III, Graduate

College For Financial Planning, Graduate

CERTIFIED FINANCIAL PLANNER® (CFP®) certification

Certified Trust & Fiduciary Advisor (CTFA)

Professional / Civic Affiliations

Estate Planning Council of Colorado Springs, Member and Board of Trustees, Former President

American Bankers Association, Member

Energy Resource Center, Board of Directors, Former President