Trust Administration Team
With over a century of experience, our dedicated team guides you with genuine care and unwavering honesty, creating personalized financial journeys that prioritize your peace of mind and trust.
Based in Dixon, Nicole administers charitable trusts, foundations, personal trusts, and more, assisting clients with their wealth transfer wishes.
Nicole joined Midland in 2010 and serves as Assistant Trust Officer within Midland Wealth Management. She brings over 25 years of client management experience in the insurance and financial services industry.
In her current role, Nicole is responsible for administrating charitable trusts, foundations, personal trusts, and individual retirement accounts. She works closely with clients, beneficiaries, and advisors to facilitate trust administration and maintain compliance with fiduciary responsibilities. Nicole applies her experience in trust administration, financial planning, and client relationship management to support clients in managing their wealth and meeting their financial objectives.
Our team of dedicated professionals are here to support you.