MY ACCOUNT ABOUT INVESTMENT MANAGEMENT TRUST SERVICES WEALTH & RETIREMENT PLANNING RESOURCES CONTACT OUR PEOPLE Assisting you with your financial goals is a privilege. At Midwest Trust, it’s an honor we take seriously. 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 Llana Caray, CTFA Senior Vice President, Trust Officer Carrie DeMaria Vice President, Trust Officer Mark Drake Senior 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 Brenda High Assistant Vice President Carrie Holler, CTFA Trust Officer Carrie Jones Vice President, Trust Officer Allegra Kincaid Vice President, Trust Officer H. Elvin Knight, Jr. Managing Director, Wealth and Family Office Jordan Koenig Vice President, Trust Officer Maureen Lester Vice President, Trust Officer Heather Marshall, CTFA Vice President, Trust Officer Patricia McMahan, CTFA Vice President, Trust Officer Debbie Medley Senior Vice President, Trust Officer Tim Mesecher Senior Vice President, Trust Officer Chuck Mikkelsen Senior Vice President, Trust Officer James O’Sullivan President, Security Trust & Investments Tammy Strutton Trust Officer Scott Webb Vice President, 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 Vice President, 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 Tracie Goffe Vice President, Trust Officer Daniel Lang Vice President Mike Orr Vice President, Managing Director Garth Silvey, CTFA Senior Vice President, Trust Officer Ohio Washington Richard Howenstine, II, CTFA Vice President, Trust Officer Matt Tolbert Vice President, Trust Officer Brett Bryant, CFP®, CTFA Managing Director Sherri Falkner Assistant Trust Officer About WHAT MAKES US DIFFERENT OUR PEOPLE CAREERS WITH MIDWEST TRUST INVESTMENT MANAGEMENT. Personalized investment strategies that serve your objectives, risk tolerance, values, and situation. TRUST SERVICES. A trust puts your assets to work for you in a powerful way to meet your objectives. WEALTH & RETIREMENT PLANNING. We’ll evaluate your retirement goals and ensure your values are reflected in your retirement plan. WE ARE MIDWEST TRUST. MY ACCOUNT ABOUT MIDWEST TRUST INVESTMENT MANAGEMENT TRUST SERVICES WEALTH & RETIREMENT PLANNING RESOURCES CONTACT 913-319-0300 913-319-0322 5901 College Blvd, Suite 100 Overland Park, KS 66211 © 2021 Midwest Trust. All Rights Reserved. SITE BY INDICIA