Our People
Personal trust and estate administration
With over 30 years of experience in the financial services industry, Jonathan joined Midwest Trust in 2024 with experience as manager of trust administration at UMB Bank and manager of estate administration at Country Club Trust Company. Jonathan’s broad financial experience also includes past roles at U.S. Bank, DST Systems (now SS&C), Bank One (now Chase), and the Internal Revenue Service.
BS, University of Wisconsin – Madison
JD, University of Wisconsin Law School
Children’s Mercy Hospital, Donald H. Chisholm Planned Giving Council Member
Kansas City Estate Planning Society, Member and Past President
Kansas City Estate Planning Symposium, Hospitality Committee Member
Mid-America Charitable Gift Planners, Member and Past President
MOKAN Trust and Financial Services Conference, Past Co-Chair
Starlight Theatre, Planned Giving Advisory Council Member
Wisconsin Bar, Member
