Expertise

Personal trust administration

Experience

David has almost 25 years of experience in wealth management that he gained while working in bank trust departments and local trust companies.

Prior to joining Midwest Trust in 2024, David worked as a fiduciary services manager, senior trust advisor and senior trust officer where he administered personal trusts, investment agency accounts and IRAs.

Education

BSBA, Rockhurst University

Certified Trust & Fiduciary Advisor (CTFA)

Cannon Financial Institute, Trust School I, II & III