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Peggy serves as a Senior Trust Officer and Trust Administrator Team Lead in our Chicago office. Her focus includes the administration of guardianships, special needs trusts, and estate settlements. Peggy is passionate about building strong client relationships and attorney partnerships, guiding them through the trust and estate process with personalized service.

With nearly 30 years of experience in the trust and estate industry, Peggy brings extensive knowledge in guardianships, special needs trusts, and estate settlement. Prior to joining Midland Trust Company, she held trust officer and trust administrator positions at a large Midwestern financial institution and began her career in trust operations.

Education

  • Bachelor of Science in Finance from Loyola University of Chicago

Certifications

  • Certified Trust and Financial Advisor (CTFA) designation from Cannon Trust School

Interests

Guardianships, Special Needs Trusts, and Estate Settlements

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