Expertise

Investment management & consulting, custody, personal trust administration

Experience

Michael has over 23 years of experience in the trust and wealth management industry in various capacities. Prior to joining Midwest Trust in 2024, Michael spent 19 years at Commerce Trust where he was responsible for marketing proprietary asset management capabilities, consulting & investment advisory services and custody services to institutional clients, which include non-profits, endowments and foundations as well as organizations with all types of retirement plan structures. Additionally, Michael has experience administering personal trusts, IRAs and investment agency accounts as well as asset management and retirement planning needs for high-net-worth individuals.

Education

BS in Finance and Banking with Minor in Economics, University of Missouri

MBA, Rockhurst University

Graduate, Centurions Leadership Program

Graduate, Kansas City Tomorrow

Professional / Civic Affiliations

Kansas City Estate Planning Society, Member

Kauffman Center Ensemble, Member

Boy Scouts of America, Lifelong Member & Volunteer

American Royal, Former Volunteer

United Way of Greater Kansas City, Former Volunteer