Expertise

Personal trust, estate, IRA, investment management and custody administration

Experience

Prior to joining Midwest Trust in 2024, Holly worked as a trust officer with Colorado State Bank and Trust, U.S. Bank and Bank of America where she helped clients with both developing their estate plans and administering them. Holly brings over 10 years of experience in private wealth management which includes experience with high-net-worth matters, such as irrevocable trusts, ILITs, GRATS, gifting and more.

Education

JD, Tax Emphasis Certificate and Entrepreneurial Law Certificate, University of Colorado Law School

BBA in Finance, BBA in Management with Minor in Economics, Texas A&M University

Certified Private Wealth Advisor® professional

Professional / Civic Affiliations

Colorado Bar Association, Trust and Estates Section, Member

Women’s Estate Planning Council, Member and Former Board Member, including President, Past President, Vice President, Secretary, and Hospitality Co-Chair

University of Colorado Business School, Former Estate Planning Lecturer