Chief Executive Officer, Chairman of the Board

Transcription

1 B R A D L E Y B E R G M A N Chief Executive Officer, Chairman of the Board Trust management MTC Holding Corporation Affiliates: Midwest Trust Company Midwest Trust Company of Missouri Benefit Trust Company FCI Advisors Trust Sourcing Solutions Private Trust Group of America Trust Technology Solutions Progressive Technology Integrators Mainstar Trust Has over 30 years of experience running trust companies. Has also served as a commercial banker, a partner in a law firm and has taught law classes. Provides financial advice to organizations that are as diverse as his interests in education, health care and wellness, and historical preservation. BS, Illinois State JD, Washburn University CFP exam, passed Kansas Bar, member Missouri Bar, member Kansas City Estate Planning Society Johnson County Community College Foundation, Chairman of the Board Blue Valley School District Advisory Board, member National World War I Museum Board of Trustees, member The Nature Conservancy of Kansas Board of Trustees, member

2 DAV I D YO S T President, B R A D B E E T S Senior Trust management Joined Midwest Trust in 2007, bringing with him 18 years experience in trust and investment strategies at Bank of America BA, JD, University of Missouri-Kansas City University of Missouri-Kansas City, trustee University of Missouri-Kansas City Athletic Foundation, chair Northland Alternative Services Program, board member Park Hill Education Foundation, board member Began his career in retirement planning as a record keeper, which, along with his experience in accounting and trusts, has given him the experience, thoroughness, and technical understanding to handle complex plan administration Joined Midwest Trust in With over 25 years experience Brad previously served in officer roles in the employee benefit trust administration departments of UMB Bank, n.a., Mercantile Bank, and as a pension administrator for First Trust of MidAmerica BS in Business Administration, University of Kansas Village Presbyterian Church, elder, trustee and Deacon Village Presbyterian Church Endowment Trust, board member Salvation Army, advisory board member Ozanam Guild, treasurer United Way of Greater Kansas City, Small Business Ambassador Pointe Gateaux, president Front Porch Alliance, member Earnst & Whinney Accounting Honors Recipient

3 DA R M I N I A N G E LO Manager, Middle Office Operations S H E L L I E B I L L AU Personal Trust Middle Office Operations liaison between Trust Administration and Trust Operations, supervising the onboarding of new assets and reconciliation of assets custodied outside of Midwest Trust. Responsible for various management reporting and audit compliance working directly with the President and Audit chair person. Joined Midwest Trust in 2010 after 9 years at State Street Bank and Trust. Over 15 years of experience in the financial industry primarily in trust and investment management services. BS in Management Accounting, Park University Joined Midwest Trust in 1993, after working with US Bank and UMB All told, Billau holds more than 30 years of personal trust experience Marymount College KBA-NBA School of Trust & Financial Planning Graduate, Cannon Financial IRA Professional School Operation Breakthrough, auction committee member and volunteer Ronald McDonald House Charities of Kansas City, planned giving committee board member Estate Planning Society of Kansas City, director and member Kansas City Estate Planning Symposium, committee member

4 DA N A B L AC K M O N Senior Vice President, Senior Wealth Planning Executive R I C K B LU M E, C F P, C T FA Senior Specializes in personal trust administration and is a member of the Wealth Planning Group. As a member of this group, she provides assistance with financial, retirement, estate, and tax planning. Over 40 years in the trust and investment management business Prior to joining Midwest Trust, served clients with U.S. Bank for 17 years She was also the principal of a privately owned trust company and registered investment advisory firm for 12 years Estate Planning Society of Kansas City, member The Central Exchange, member, including comprehensive estate and financial planning With over 20 years experience, Rick joined Midwest Trust after serving as vice president and wealth advisor with Enterprise Trust Company. Rick began his career with A.G. Edwards & Sons, Inc. where his role included personal trust administration along with supervision of the insurance trust and charitable trust areas of the corporation. BS in Business Administration, University of Missouri, St. Louis Cannon Financial Institute College for Financial Planning Estate Planning Council of St. Louis, member Certified Financial Planner Board of Standards, Inc., member Institute of Certified Bankers, member Missouri High School Football Official

5 L A N A B R I T Z A N D R E W B R OW N E, C T FA, C F P Specializes in trust and probate administration Joined Midwest Trust in 2005, after working for more than 20 years in the personal trust department at UMB BS in Business Administration, Rockhurst University Cannon Trust School Estate Planning Society of Kansas City, member Children s Mercy Hospital, planned giving committee Children s Mercy Hospital, Child Life volunteer Specializes in personal trust and IRA administration Joined Midwest Trust in 1999, following twelve years as a senior vice president at Bank of America and two years as a trust officer with Security Bank. BS in Business Administration, University of Kansas Certified Financial Planner (CFP) Certified Trust & Financial Advisor (CTFA) Graduate with honors from the ABA National Graduate Trust School Estate Planning Society of Kansas City, member Volunteer Center of Johnson County, former board member Leukemia Society, former golf committee member Heart Association of Kansas City, former golf committee member

6 PA M E L A B U C H A N A N S A M B U R N E T T, specializing in supplemental needs trusts With over 20 years of experience, Pam joined Midwest Trust in 2009 with experience in trust operations and trust administration at UMB Bank, Allegiant Bank and Bremen Bank & Trust Company. BS in Communications, Saint Louis University Bernard Middle School, volunteer Wildlife Rehabilitation Clinic, volunteer Joined Midwest Trust in 2016 after several years of private legal practice in the Kansas City area. Sam s practice focused on business, tax, real estate, probate and estate planning. BA, University of Missouri - Columbia JD, University of Missouri - Kansas City Missouri Bar, member Kansas City Metropolitan Bar Association, member Nelson-Atkins Museum of Art, Young Friends of Art, board member

7 L L A N A C A R AY T. JAC K C H A L L I S, J D Joined Midwest Trust in 2008 in the operations department, moving to personal trust administration in Prior to joining Midwest Trust she worked in both private and public accounting for 10 years. BS in Accounting and Business Administration, MidAmerica Nazarene University Trust and Estate Planning; Trust and Estate Administration; Development of Planning and Tax Strategies Over 40 years of experience in law practice and trust department management. Law practice focusing on estate and trust planning, administration, and representing clients in fiduciary disputes. A partner/ shareholder of Polsinelli P.C, Suelthaus & Walsh, P.C., and a founding partner of Nichols & Challis law firm. Also served as Chairman of Enterprise Trust in St. Louis ( ). Law Clerk to Honorable John Bardgett, Supreme Court of Missouri Adjunct Professor, St. Louis University School of Law BSBA, Creighton University, Omaha, NB JD, with honors, St. Louis University School of Law Member, American Bar Association, Missouri Bar Association, Bar Association of Metropolitan St. Louis American College of Trust and Estate Counsel, Fellow (1988) Estate Planning Council of St. Louis, Member Missouri Heart Association and St. Louis Heart Association, Former Chair of Board of Directors Alzheimer s Association of St. Louis, Nominating Committee, Advisory Council, Former Chair of Board of Directors

8 K U R T C L AU S I N G Senior C A R R I E D EM A R I A Developed an extensive knowledge of oil and gas law, real estate, probate, and trusts through his work as a practicing attorney and a trust officer Started in the trust industry in 1996 with UMB, after serving as partner at Hoke and Clausing law firm in Wichita, Kansas, and as in-house counsel for Continental Energy in Garden City, Kansas He joined Midwest Trust in 2005 BA, University of Kansas JD, Washburn University Cannon Trust School Estate Planning Society of Kansas City, member Children s Mercy Hospital, planned giving committee Specializes in personal trust administration Joined Midwest Trust in 2015, with several years experience in legal services focusing on long- and short-term disability. She also practiced in the areas of social security disability, estate planning, guardianships, and conservatorships. BS in Family Studies and Human Services, Kansas State University JD, University of Missouri-Kansas City Missouri Bar Association, member Kansas City Metropolitan Bar Association, member Missouri Association of Trial Attorneys, member Association of Women Lawyers, member Women s Intersport Network (WIN) For Kansas City, member

9 M A R K D R A K E Senior R I C K E L L I S Senior Joined Midwest Trust in 1999, after serving for 11 years as a vice president and trust officer at Bank of America BJ in Journalism, University of Missouri-Columbia JD, University of Missouri-Kansas City ABA National Trust School Missouri Bar Association, member Estate Planning Society of Kansas City, member Joined Midwest Trust in 2014 after 28 years of experience as a trust officer with Bank of America and its predecessors in Kansas City. BS in Business Administration, University of Kansas JD, University of Kansas Estate Planning Society of Kansas City, member Kansas Bar Association, member Surplus Exchange, previous board member

10 A L L E G R A G A S S M A N DAV I D G O O D M A N Director of Wealth Services A lifelong resident of Kansas City, Allegra joined Midwest Trust in 2013, focusing on trust and estate administration. During law school, Allegra concentrated on tax, business law, retirement plans, and estates and trusts. BA in History, University of Notre Dame JD, University of Missouri-Kansas City Missouri Bar Association, member Kansas Bar Association, member Kansas City Metropolitan Bar Association, member Johnson County Bar Association, member Estate Planning Society of Kansas City, member Notre Dame Monogram Club, member Financial advisory services 40 years in financial services industry, including commercial banking and investment management services David joined Midwest Trust in 2014 with extensive experience in the financial industry. Most recently serving as managing director with Reliance Financial Corporation, David also has experience serving as bank president at Lenexa National Bank (preceded Commerce) and Mark Twain Plaza Bank (preceded US Bank); working as a partner and senior vice president within registered investment advisory firms. David brings a broad understanding of clients needs and how to provide them with solutions. BS in Psychology, Tulane University MBA, University of Kansas Jewish Community Foundation of Greater Kansas City, trustee Heartland Business Capital, board member Notre Dame Club of Kansas City, board member Notre Dame de Sion Alumnae Association, board member KCMBA Bar Leadership Academy Class of 2015 Leadership Overland Park Class of 2016

11 PAT R I C I A G R OT H O F F Senior M A R T I G U R L E Y, J D, C F P Nearly 40 years of trust experience. Prior to joining Midwest Trust in 2002 and Valley View Financial Group Trust in 1994, Patty worked with Central Bank in Jefferson City and Southgate Trust. Lincoln University Actively involved in the overall management of St. Louis office as well providing advanced personal and business planning solutions for high net worth individuals. With over 20 years of experience, Marti joined Midwest Trust in 2012 after serving eight years with Enterprise Trust Company as senior vice president and trust counsel. Prior to Enterprise Trust Company, Marti also served as trust counsel for A.G. Edwards Trust Company and as compliance officer, trust officer and division manager for BanCorp South. BA, Henderson State University JD, University of Arkansas at Little Rock Arkansas Bar Association, member Estate Planning Council of St. Louis, member SSM Cardinal Glennon Children s Medical Center, member, Development Board American Red Cross St. Louis Region, member, Planned Giving Advisory Council Alzheimer s Association St. Louis Chapter, Chairman, Planned Giving Committee Sacred Heart Villa, volunteer Discovering Options, mentor and Stakeholder of the year 2008 United Way Women in Leadership, member

12 M I S T Y H E F F E R N A N P H I L H E F F L E Y, C F P Senior Vice President, Senior Wealth Planning Executive and Life Insurance Analyst Joined Midwest Trust in 2015 after 10 years as a vice president and trust officer at JPMorgan Chase. Misty has extensive background in life insurance where she began her career as an agent. BA, Otterbein University Licensed Agent, Ohio Department of Insurance Focuses on financial planning and private client retirement planning. Phil also assists clients with social security, estate and tax planning. Over 30 years in the trust and investment management business Prior to joining Midwest Trust, Phil s experience includes 20 years with U.S. Bank Over 20 years as a presenter for Hallmark Cards at quarterly retirement planning seminars BS in Business Administration, University of Kansas BS in Mechanical Engineering, University of Kansas Estate Planning Society of Kansas City, member Catholic Charities Foundation-Kansas City and Saint Joseph Missouri, past board member Catholic Charities-Kansas City and Saint Joseph Missouri, past investment committee member Consultant on Planned Giving for St. Pius X High School

13 R I C H A R D H OW E N S T I N E, I I, C T FA C A R L A R. H S I E Specializes in Irrevocable Life Insurance Trust and Personal Trust Administration. Joined Midwest Trust in 2015, after serving nearly 20 years at JPMorgan Chase (and its predecessor organization Bank One) as an Insurance, including primary roles in Corporate Finance and Business Analytics. BA, Otterbein University Certified Trust and Financial Advisor, estate administration and estate planning Carla began her trust career with AmSouth Bank Trust Division in 1995 as a Personal Trust Assistant. She then went on to serve as a and Trust Administrator for Peoples Bank Asset Management & Trust in Mississippi, and First United Bank & Trust in Maryland. After relocating to St. Louis in 2004, Carla joined A. G. Edwards Trust Company as a Personal Trust Administrator. In 2009 she joined U.S. Trust, Bank of America Private Wealth Management as an Estate Settlement Officer where she remained until joining Midwest Trust in August BS, University of Alabama Birmingham Canon Financial Institute Southeastern Trust School Mississippi School of Banking Professional/Civic Affiliations Member Estate Planning Council of St. Louis Member Institute of Certified Bankers Ready-To-Learn Advisory Board member

14 C A R R I E J O N E S N I C H O L E K E N N E DY Joined Midwest Trust in 1993 after 13 years at U.S. Bank Carrie has more than 30 years of trust experience Kansas City Kansas Community College Canon Financial Institute Trust Operations American Institute of Banking Joined Midwest Trust in 2015 following law school. While in law school, Nichole studied tax, business, and elder law, while also focusing on trust and estate planning. BA, The University of Kansas JD, University of South Dakota

15 H. E LV I N K N I G H T, J R. Managing Director Wealth and Family Office H E AT H E R M A R S H A L L Family office services and administration Over 30 years of experience with an emphasis in all aspects of tax and estate planning. Elvin is versed in the utilization and coordination of family limited partnerships, private foundations, life insurance and employee benefits in the estate planning process. JD, University of Kentucky LLM in Tax, University of Missouri - Kansas City American College of Trust and Estate Counsel, fellow Heart of America Tax Institute, past chair The Estate Planning Society of Kansas City, member Missouri Bar Association, member Heart of America United Way, volunteer Joined Midwest Trust in 2015, with over 10 years of legal experience. Heather has served in various roles including criminal prosecutor in Texas and Kansas and professor at MidAmerica Nazarene University. Most recently she served as the Law Enforcement Legislative Auditor for the Unified Government of Wyandotte County and Kansas City, Kansas. BA in Criminal Justice, MidAmerica Nazarene University MA in Social Psychology, University of Nebraska-Lincoln JD, University of Nebraska-Lincoln Kansas Bar, member Texas Bar, member Institute of Internal Auditors, member Missouri Repertory Theater, Planned Giving Committee, member Saint s Luke s Foundation Planned Giving Committee, member Estate Planning Society Hall of Fame, Lifetime Achievement Award Federal Estate Planning Symposium, former chair Kansas City Metropolitan Bar Association Tax Committee, former member

16 PAT R I C I A M C M A H A N, C T FA D E B B I E M E D L E Y Trish joined Midwest Trust in 2016 bringing with her over 23 years of trust and investment management experience with large, national and community bank trust departments. Most recently she served as the manager of a community trust department, which enabled her to have knowledge and experience with many different aspects of the trust and investment industry. Joined Midwest Trust in 2006, after serving as a trust officer with Gold Trust (now M&I Wealth Management) and UMB Trust Investments Debbie has extensive background in retirement planning and IRAs BS in Human Resources Management, Friends University Certified Trust & Financial Advisor (CTFA) Growing Futures Early Education Center-Head Start Program,- board member Donald H. Chisholm Planning Giving Council -Children s Mercy, elected member MCC-Longview-President s Advisory Council, appointed member Society of Fellowship-Nelson Atkins Museum, member

17 C H U C K M I K K E L S E N Senior JA M E S O S U L L I VA N President, Valley View Financial Group Trust Company Specializes in personal trust administration and tax planning Joined Midwest Trust in 2005, after serving a sum total of nearly 25 years as vice president and trust officer at Community Bank, Citizen Bank & Trust, and First Trust & Savings Bank BS in Business Administration MA in Economics JD, University of Nebraska-Lincoln Mensa International, member Trust and estate planning Has more than 20 years experience in trust and estate business BA, University of Missouri, Columbia JD, University of Kansas Appointed to the Kansas State Banking Board as chairman (2008 & 2010) by Governor Kathleen Sebelius Kansas Bar Association, member Missouri Bar Association, member

18 C A R O LY N R I G S BY Senior M AT T TO L B E R T Specializes in personal trust, corporate trust, and operations Has more than 20 years of experience in trusts and financial planning, first with First City Bank of Corpus Christi and later US Bank and First Financial Trust Company in Albuquerque Carolyn joined Midwest Trust in 1995 Emporia State University 19 years in financial services industry, including trust administration and investment management operations. Most recently serving as trust officer with JPMorgan Chase Bank, also having experience serving as senior data analyst for fixed income, equites and derivatives for Federated Investors in Pittsburgh, PA and investment officer for institutional clients for PNC Trust Advisors. BA, Muskingum University

19 J O H N TO M P K I N S S C OT T W E B B Joined Midwest Trust in 2016 after working on a discovery team for a commercial litigation firm. John attended the University of Kansas School of Law, where he took a broad range of course work, including business law classes to build on his background in finance. Prior to law school, John worked for Benefit Trust Company as a trust accountant. BS in Business Administration, Kansas State University JD, University of Kansas Missouri Bar Association, member Kansas Bar Association, member Joined Midwest Trust in 2015 after practicing law in the Kansas City Metropolitan area. Scott s practice areas included domestic, business planning, charitable organizations, and estate planning. BS, University of Kansas JD, University of South Dakota Kansas Bar, member Leavenworth Bar Association, member KU Alumni Association, member K Club, member