Our People

Our trust administrators have an average of 25 years of experience in investment planning and fiduciary services. We help you invest for today – and your family’s tomorrow.

We are your partners. Everyone at Midwest Trust is committed to providing you with the highest quality fiduciary services.

• Bradley Bergman

  Chief Executive Officer, Chairman of the Board

• David Yost

  President, Trust Officer

Kansas

• Albert Allen

  Trust Officer

• Darmini Angelo

  Senior Vice President, Trust Officer

• Brad Beets, AIF®

  Senior Vice President, Trust Officer

• Shellie Billau

  Vice President, Trust Officer

• Nick Bracco

  Vice President, Trust Officer, Wealth Planning Executive

• Brett Bryant, CFP®, CTFA

  Managing Director

• Llana Caray, CTFA

  Senior Vice President, Trust Officer

• Carrie DeMaria

  Vice President, Trust Officer

• Rick Ellis

  Senior Vice President, Trust Officer

• Karen Gibbin

  Trust Officer

• David Goodman

  Director of Wealth Services

• Patricia Grothoff

  Senior Vice President, Trust Officer

• Phil Heffley, CFP®

  Senior Vice President, Senior Wealth Strategist

• Carrie Holler, CTFA

  Trust Officer

• Carrie Jones

  Vice President, Trust Officer

• Allegra Kincaid

  Trust Officer

• H. Elvin Knight, Jr.

  Managing Director, Wealth and Family Office

• Heather Marshall

  Trust Officer

• Patricia McMahan, CTFA

  Vice President, Trust Officer

• Debbie Medley

  Senior Vice President, Trust Officer

• Chuck Mikkelsen

  Senior Vice President, Trust Officer

• James O’Sullivan

  President, Security Trust & Investments

• Tammy Strutton

  Vice President, Trust Officer

• Scott Webb

  Trust Officer

• Walter Wieman, CTFA

  Vice President, Trust Officer

• Colorado

• Missouri

• • Elizabeth Brandt, CTFA

    Vice President, Trust Officer

  • Wade Brantley

    Vice President, Investment Strategist

  • Miriam “Mimi” Goodman

    Vice President, Trust Officer

  • David Groe, CFP®, CTFA

    Senior Vice President , Trust Officer, Managing Director, Colorado Springs

  • Herbert McPherson

    Managing Director, Executive Vice President

  • Tina Ressler, CTFA

    Vice President, Trust Officer

  • Daniel Rich, AEP®

    Senior Vice President, Managing Director, Denver

  • Janice Smith, CTFA

    Senior Vice President, Trust Officer

  • John Tompkins

    Trust Officer

• • Richard A. Blume, II, CFP®, CTFA

    Senior Vice President, Trust Officer

  • Andrew Browne, CFP®, CTFA

    Executive Vice President, Trust Officer

  • Pamela Buchanan

    Trust Officer

  • T. Jack Challis

    Managing Director, Estate Planning Strategies

  • Kurt Clausing

    Senior Vice President, Trust Officer

  • Daniel Lang

    Missouri Market President

  • Mike Orr

    Vice President, Managing Director

• Ohio

• • Richard Howenstine, II, CTFA

    Vice President, Trust Officer

  • Matt Tolbert

    Vice President, Trust Officer